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INCOME RESEARCH + MANAGEMENT
CRD 104863File 801-29482
APPROVED
Retail clients
Custody
Filing as of Aug 24, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 204 | 218 | increased by14 |
| Apr 1, 2026 | Clients | 871 | 937 | increased by66 |
| Apr 1, 2026 | AUM | $108,988,159,964 | $130,653,386,930 | increased by$21,665,226,966 |
| Apr 1, 2026 | Accounts | 949 | 1,559 | increased by610 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 193 | 204 | increased by11 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 764 | 871 | increased by107 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $95,994,970,999 | $108,988,159,964 | increased by$12,993,188,965 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 841 | 949 | increased by108 |
| Apr 1, 2022 | Employees | 181 | 193 | increased by12 |
| Apr 1, 2022 | Clients | 703 | 764 | increased by61 |
| Apr 1, 2022 | AUM | $88,334,783,976 | $95,994,970,999 | increased by$7,660,187,023 |
| Apr 1, 2022 | Accounts | 833 | 841 | increased by8 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “INCOME RESEARCH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“INCOME RESEARCH” may also match similarly-named firms). Confirm identity against each filing.
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.