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Ir&m Socially Responsible Core Bond Fund LLC

Other Private FundFund ID 805-7672265693Delaware, United States
Gross assets
$166.9M
Min. investment
$5M
Beneficial owners
14
Size rank
Top 34%
Audited
Yes
Structure
Standalone

About this fund

Ir&m Socially Responsible Core Bond Fund LLC is a other private fund managed by Income Research + Management. The fund reports $166.9 million in gross assets, placing it among the top 34% of private funds by size. The stated minimum investment is $5 million. Its financial statements are audited annually. Private funds are not required to publicly disclose returns; Form ADV reports assets, structure, and service providers, shown above.

Fund details

Fund ID805-7672265693
Fund typeOther Private Fund — PRIVATE INVESTMENT FUND
3(c)(1) exclusionNo
3(c)(7) exclusionYes
Master fundNo
Feeder fundNo
Fund of fundsNo
Relies on exemption from registrationYes
Annual auditYes
Prepared per GAAPYes
Sub-advisedNo
% of assets independently valued99%

Other funds from this manager

FundTypeGross assets
Ir&m Core Bond Fund II LLCOther Private$6.07B
Ir&m Short Fund LLCOther Private$1.49B
Ir&m Intermediate Credit Fund LLCOther Private$1.4B
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Frequently asked questions

How large is Ir&m Socially Responsible Core Bond Fund LLC?

Ir&m Socially Responsible Core Bond Fund LLC reports $166.9 million in gross assets, among the top 34% of private funds by size.

What is the minimum investment for Ir&m Socially Responsible Core Bond Fund LLC?

The stated minimum investment is $5 million.

Who manages Ir&m Socially Responsible Core Bond Fund LLC?

Ir&m Socially Responsible Core Bond Fund LLC is managed by Income Research + Management.

Does Ir&m Socially Responsible Core Bond Fund LLC disclose returns?

No. Private funds are not required to publicly disclose performance. Form ADV reports assets, structure, and service providers.

Service providers

Prime broker
None reported
Custodian
Auditor

Reported gross assets

$166.9M▲ 6%
Mar '25 — $157.4MApr '25 — $157.4MMay '25 — $157.4MJun '25 — $157.4MJul '25 — $157.4MAug '25 — $157.4MSep '25 — $157.4MOct '25 — $157.4MNov '25 — $157.4MDec '25 — $157.4MJan '26 — $157.4MFeb '26 — $157.4MMar '26 — $166.9MApr '26 — $166.9MMay '26 — $166.9MJun '26 — $166.9M
Mar '25Form ADV, monthlyJun '26

How this fund compares

Gross assetsTop 34%
Larger than 66% of 67,041 private funds
Gross assets vs Other Private FundsTop 30%
Larger than 70% of 8,892 other private funds
Minimum investmentTop 17%
Higher than 83% of funds reporting a minimum

Investor base

Adviser & related persons%
Funds of funds%
Non-U.S. persons%
Share of the fund's beneficial ownership reported on Form ADV. Categories can overlap.