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INCOME RESEARCH + MANAGEMENT
BOSTON, MA
617-330-9333
SEC #801-29482Total AUM
$130.7B
Employees
218Clients
938Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
115 FEDERAL STREET
22ND FLOOR
BOSTON
MA 02110-1884
United States
22ND FLOOR
BOSTON
MA 02110-1884
United States
Operating Hours
8:30 AM - 5:30 PM
Monday - Friday
Monday - Friday
Phone
617-330-9333
Financials
Total AUM
$130.7B
Accounts
1,559Discretionary
$130.1B
Accounts
1,556Non-Discretionary
$539M
Accounts
3
Clients
HNW Individual Clients
454AUM
$5.1B
Banking Clients
1AUM
$117.7M
Investment Company Clients
12AUM
$6B
Pooled Vehicle Clients
32AUM
$24.7B
Pension/Profit Sharing Plan Clients
118AUM
$24.4B
Charitable Organization Clients
165AUM
$25.8B
Government Entity Clients
44AUM
$17.8B
Insurance Company Clients
92AUM
$21.9B
Corporation or Business Clients
20AUM
$4.8B
Services
Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
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Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.