← Back to searchVisit website
INCOME RESEARCH + MANAGEMENT
CRD 104863 · SEC 801-29482
115 FEDERAL STREET, 22ND FLOOR, BOSTON, MA, 02110-1884, United States
Phone
617-330-9333
Fax
617-330-9222
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$130.65B
Discretionary AUM
$130.11B
Team
218 total employees; 63 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 454 | $5.08B |
| Investment companies | 12 | $5.98B |
| Pooled investment vehicles | 32 | $24.68B |
| Pension/profit sharing plans | 118 | $24.40B |
| Charitable organizations | 165 | $25.84B |
| State/municipal entities | 44 | $17.81B |
| Insurance companies | 92 | $21.95B |
| Corporations/business entities | 20 | $4.80B |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MT, NE, NV, NJ, NM, NY, NC, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD