Income Research + Management
● SEC registered since 1987CRD 104863SEC# 801-29482Boston, MA
Ranks #127 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$130.65B
Fund GAV
$13.65B
Private funds
15
Employees
218
Accounts
1,559
Location
Boston, MA
Income Research + Management assets under management
Income Research + Management is a registered investment adviser overseen by the SEC based in Boston, MA. The firm has been registered since 1987. It reports $130.7 billion in regulatory assets under management and employs 218 people. Income Research + Management manages 15 private funds with combined gross assets of $13.6 billion, including Ir&m Core Bond Fund II LLC. By regulatory assets, it ranks 127 of 6,004 private fund managers.
Income Research + Management private funds
15 funds · $13.65B GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Ir&m Core Bond Fund II LLC | Other Private | $6.07B | $5M |
| Ir&m Short Fund LLC | Other Private | $1.49B | $5M |
| Ir&m Intermediate Credit Fund LLC | Other Private | $1.4B | $5M |
| Ir&m Intermediate Fund LLC | Other Private | $1.24B | $5M |
| Ir&m Core Bond Fund LLC | Other Private | $746.3M | $5M |
| Ir&m Long Government/Credit Fund LLC | Other Private | $731.7M | $5M |
| Ir&m Core Plus Bond Fund LLC | Other Private | $714.6M | $5M |
| Ir&m Tax-Efficient Crossover Bond Fund LLC | Other Private | $352.9M | $2M |
| Ir&m Long Credit Fund LLC | Other Private | $272.8M | $5M |
| Ir&m Socially Responsible Core Bond Fund LLC | Other Private | $166.9M | $5M |
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Join to unlock · $37/moIncome Research + Management owners & executives
30 reported| 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 |
| Erinn Rachelle King Control | Chief Strategy Officer; Co-Head Of Client Team | Under 5% | 2023 |
| James Edward Gubitosi Control | Co-Chief Investment Officer | Under 5% | 2015 |
| John a. Sommers Revocable Trust of 2020 Control | Owner | 5-10% | 2025 |
| John a. Sommers, Jr. Family Trust Dtd 07/31/2006 Control | Owner | Under 5% | 2011 |
| John a. Sommers, Jr. Revocable Trust of 1995 Control | Owner | 25-50% | 1995 |
| John Anthony Sommers Jr. Control | Executive Chair, Director | Under 5% | 2020 |
| Kenneth T. Sommers Family Trust Dtd 07/31/2006 | Owner | Under 5% | 2011 |
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Join to unlock · $37/moFrequently asked questions
How much does Income Research + Management manage?
Income Research + Management reports $130.7 billion in regulatory assets under management on its Form ADV.
How many private funds does Income Research + Management manage?
Income Research + Management manages 15 private funds with combined gross assets of $13.6 billion.
How many employees does Income Research + Management have?
Income Research + Management reports 218 employees.
Where is Income Research + Management located?
Income Research + Management is based in Boston, MA and has been SEC-registered since 1987.
Does Income Research + Management disclose fund performance?
Income Research + Management is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| 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 |
Regulatory AUM
$130.65B▲ 1198686%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 1%
Larger than 99% of 16,271 advisers
AUM vs fund managersTop 2%
Larger than 98% of 6,004 private-fund managers
Number of fundsTop 17%
More funds than 83% of fund managers
EmployeesTop 4%
More than 96% of 16,825 advisers
Assets under management
$130.65Bregulatory AUM
Discretionary $130.11BNon-discretionary $539M
Service providers
Auditor
Custodian