| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Ir&m Core Bond Fund II LLC | Other Private | $4.34B | $5M |
| Ir&m Short Fund LLC | Other Private | $1.27B | $5M |
| Ir&m Intermediate Fund LLC | Other Private | $1.05B | $5M |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Deborah Heller Goldstein Control | Director | Under 5% | 2024 |
| Dune Delafield Thorne Control | Director | Under 5% | 2024 |
| Elizabeth Genung Taylor Control | Director | Under 5% | 2024 |
Income Research + Management reports $10.9 million in regulatory assets under management on its Form ADV.
Income Research + Management manages 15 private funds with combined gross assets of $9.9 billion.
Income Research + Management reports 204 employees.
Income Research + Management is based in Boston, MA and has been SEC-registered since 1987.
Income Research + Management is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 115 Federal Street, 22nd Floor, Boston, MA 02110-1884 |
| Phone | 617-330-9333 |
| Fax | 617-330-9222 |
| Office hours | 8:30 a.m. - 5:30 p.m. |
| SEC region | Boston Regional Office (BRO) |
| CIK | 1165830 |
| Discloses disciplinary history | No |
| Discretionary | $10.8M |
| Non-discretionary | $675.4M |
| Total (RAUM) | $10.9M |