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Total AUM ($B) Copy

Type	Form D Funds	Date	Sold ($M)	AUM ($M)
Other	IR&M Core ESG Bond Fund LLC	[2022-03-28]	207.0	157.4
Other	IR&M Tax-Efficient Crossover California Bond Fund LLC	[2021-03-29]	191.0	14.8
Other	IR&M Core Plus Bond Fund LLC	[2020-03-27]	923.9	518.2
Other	IR&M Short Diversified Income Fund LLC	[2020-03-27]	87.8	55.4
Other	IR&M Short ESG Bond Fund LLC	[2020-03-27]	171.2	157.4
Other	IR&M Intermediate Credit Fund LLC	[2016-03-30]	1,099.2	351.8
Other	IR&M Short Credit Fund LLC	[2016-03-30]	191.0	77.9
Other	IR&M Socially Responsible Core Bond Fund LLC	[2016-03-30]	424.8	157.4
Other	IR&M Intermediate Treasury Inflation-Protected Securities TIPS Fund LLC	[2015-03-31]	144.5	56.5
Other	IR&M Long Credit Fund LLC	[2015-03-31]	762.6	247.6
Other	IR&M Long Government/Credit Fund LLC	[2015-03-31]	2,028.6	389.2
Other	IR&M Tax-Efficient Crossover Bond Fund LLC	[2013-03-28]	980.0	347.8
Other	IR&M Core Bond Fund II LLC	[2012-03-29]	8,667.0	4,338.8
Other	IR&M Core Bond Fund LLC	[2012-03-29]	2,522.6	740.5
Other	IR&M Intermediate Fund LLC	[2012-03-29]	2,780.0	1,047.5
Other	IR&M Short Fund LLC	[2012-03-29]	4,428.7	1,272.9

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)	414	4.3
(c) Banking or thrift institutions	0	0.1
(d) Investment companies	10	5.6
(e) Business development companies	0	0.0
(f) Pooled investment vehicles	32	18.9
(g) Pension and profit sharing plans	103	21.6
(h) Charitable organizations	149	22.0
(i) State or municipal government entities	43	15.0
(j) Other investment advisers	0	0.0
(k) Insurance companies	84	16.0
(l) Sovereign wealth funds and foreign official institutions	0	0.0
(m) Corporations or other businesses not listed above	36	5.5
(n) Other	0	0.0
Total	949	109.0
By Discretionary
Discretionary	946	108.3
Non-Discretionary	3	0.7
Total	949	109.0
By Non-United States Persons
Non-United States Persons		3.0
United States Persons		106.0
Total	949	109.0

Form D Directors	# Filings	# Firms	2011 - 2025
Income Research & Management	16

EDGAR Form	CIK	2011 - 2025
13F-HR	[0001165830]

Comparable Firms	State	AUM ($B)
Schroder Investment Management North America Inc ✚	NY	138.6
NEPC LLC ✚	MA	137.3
Franklin Templeton Private Portfolio Group LLC ✚	NY	125.9
NFP Retirement Inc ✚	CA	118.0
Icici Prudential Asset Management Company Limited ✚		113.2
Aperio Group LLC ✚	CA	111.4
Invesco Asset Management Ltd ✚		111.4
Sammons Financial Group Asset Management LLC ✚	IA	109.8
Natixis Advisors LLC ✚	MA	85.2
Putnam Investment Management LLC ✚	MA	85.2

Assets, Funds, Holdings