Income Research Management

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Income Research Management ✚
CRD #	104863
SEC #	801-29482
CIK #	0001165830
AUM	130.65 B (2026-03-31)
Employees	218 (29% Investors, 3% Brokers)
Fees
Minimum
Phone	617-330-9333
Address	115 Federal Street Boston, MA 02110-1884
Source	[IAPD] [EDGAR] [Website] [LinkedIn]

Total AUM ($B) Copy

Type	Form D Funds	Date	Sold	AUM
Other	IR&M Core ESG Bond Fund LLC	[2022-03-28]	228.5 M	161.8 M
	Filed 2026-02-13 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $2,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
Other	IR&M Tax-Efficient Crossover California Bond Fund LLC	[2021-03-29]	191.0 M	150.9 M
	Filed 2020-02-21 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $5,000,000 · Remaining Indefinite · Duration More than one year · Net Assets $50,000,001 - $100,000,000
Other	IR&M Core Plus Bond Fund LLC	[2020-03-27]	1,097.2 M	714.6 M
	Filed 2026-02-13 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $5,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
Other	IR&M Short Diversified Income Fund LLC	[2020-03-27]	87.8 M	55.1 M
	Filed 2026-02-13 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $2,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
Other	IR&M Short ESG Bond Fund LLC	[2020-03-27]	183.2 M	63.4 M
	Filed 2026-02-13 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $5,000,000 · Remaining Indefinite · Duration More than one year · Net Assets $50,000,001 - $100,000,000
Other	IR&M Intermediate Credit Fund LLC	[2016-03-30]	2,114.1 M	1,398.1 M
	Filed 2026-02-13 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $5,000,000 · Remaining Indefinite · Duration More than one year · Net Assets $50,000,001 - $100,000,000
Other	IR&M Short Credit Fund LLC	[2016-03-30]	191.0 M	77.9 M
	Filed 2020-02-21 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $5,000,000 · Remaining Indefinite · Duration More than one year · Net Assets $50,000,001 - $100,000,000
Other	IR&M Socially Responsible Core Bond Fund LLC	[2016-03-30]	466.3 M	166.9 M
	Filed 2026-02-13 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $5,000,000 · Remaining Indefinite · Duration More than one year · Net Assets $50,000,001 - $100,000,000
Other	IR&M Intermediate Treasury Inflation-Protected Securities TIPS Fund LLC	[2015-03-31]	144.5 M	29.2 M
	Filed 2026-02-13 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $5,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Over $100,000,000
Other	IR&M Long Credit Fund LLC	[2015-03-31]	812.1 M	272.8 M
	Filed 2026-02-13 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $5,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Over $100,000,000
Other	IR&M Long Government/Credit Fund LLC	[2015-03-31]	2,355.6 M	731.7 M
	Filed 2026-02-13 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $5,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Over $100,000,000
Other	IR&M Tax-Efficient Crossover Bond Fund LLC	[2013-03-28]	1,016.9 M	352.9 M
	Filed 2026-02-13 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $2,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Over $100,000,000
Other	IR&M Core Bond Fund II LLC	[2012-03-29]	10.61 B	6,071.8 M
	Filed 2026-02-13 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $5,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Over $100,000,000
Other	IR&M Core Bond Fund LLC	[2012-03-29]	2,582.6 M	746.3 M
	Filed 2026-02-13 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $5,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Over $100,000,000
Other	IR&M Intermediate Fund LLC	[2012-03-29]	3,029.9 M	1,242.1 M
	Filed 2026-02-13 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $5,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Over $100,000,000
Other	IR&M Short Fund LLC	[2012-03-29]	4,879.1 M	1,490.8 M
	Filed 2026-02-13 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $5,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Over $100,000,000

AUM Breakdown	Accounts	AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals)	0	0.0
(b) Individuals (high net worth individuals)	454	5.1
(c) Banking or thrift institutions	0	0.1
(d) Investment companies	12	6.0
(e) Business development companies	0	0.0
(f) Pooled investment vehicles	32	24.7
(g) Pension and profit sharing plans	118	24.4
(h) Charitable organizations	165	25.8
(i) State or municipal government entities	44	17.8
(j) Other investment advisers	0	0.0
(k) Insurance companies	92	21.9
(l) Sovereign wealth funds and foreign official institutions	0	0.0
(m) Corporations or other businesses not listed above	20	4.8
(n) Other	0	0.0
Total	1,559	130.7
By Discretionary
Discretionary	1,556	130.1
Non-Discretionary	3	0.5
Total	1,559	130.7
By Non-United States Persons
Non-United States Persons		2.4
United States Persons		128.3
Total	1,559	130.7

EDGAR Form	CIK	2011 - 2026
13F-HR	[0001165830]

Firm Profile (Form ADV)
Discretionary AUM	$35.4B
Serves	Institutional, Retail
LEI	254900UUTC021YH5R425

Comparable Firms	State	AUM
Global Retirement Partners LLC ✚	CA	169.58 B
Payden & Rygel ✚	CA	158.23 B
Aperio Group LLC ✚	CA	152.13 B
Schroder Investment Management North America Inc ✚	NY	150.40 B
Franklin Templeton Private Portfolio Group LLC ✚	NY	139.88 B
Putnam Investment Management LLC ✚	MA	117.24 B
Icici Prudential Asset Management Company Limited ✚		117.06 B
Natixis Advisors LLC ✚	MA	108.65 B
Rockefeller Financial LLC ✚	NY	99.60 B
AssetMark Inc ✚	CA	91.76 B

Income Research Management

Assets, Funds, Holdings