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INCOME RESEARCH + MANAGEMENT
CRD 104863File 801-29482
APPROVED
Retail clients
Custody
Filing as of Jul 1, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$130.65B
Top 10% of cohort (national)
Discretionary AUM
$130.11B
Non-discretionary $539.0M
Clients
937
1,559 accounts
Employees
218
Top 10% of cohort in MA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- May 1, 1987
- Principal office
- 115 FEDERAL STREET, 22ND FLOOR, BOSTON, MA, 02110-1884
- Phone
- 617-330-9333
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $130.65B
- Discretionary AUM
- $130.11B
- Non-discretionary AUM
- $539.0M
- Discretionary accounts
- 1,556
- Non-discretionary accounts
- 3
- Total accounts
- 1,559
- AUM per client
- $139.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 20 | $4.80B |
| Insurance companies | 92 | $21.95B |
| Investment companies | 12 | $5.98B |
| Charitable organizations | 165 | $25.84B |
| High net worth individuals | 454 | $5.08B |
| Pooled investment vehicles | 32 | $24.68B |
| Banking or thrift institutions | Fewer than 5 | $117.7M |
| Pension and profit sharing plans | 118 | $24.40B |
| State or municipal government entities | 44 | $17.81B |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.