Income Research + Management
Income Research + Management is a private credit manager in Boston, MA. It is registered with the SEC as an investment adviser with $130.7B in regulatory assets and 218 staff. It has 3 funds on file, the latest reported in February 2026.
Funds on file
3
Raised, all funds
$5.3B
Regulatory assets
$130.7B
Staff
218
Pension investors
None found
See the adviser's own filing →
Latest fund filing
Funds
DateFundTypeRaisedTarget
Adviser record
RegistrationRegistered with the SEC as an investment adviser.
Regulatory assets$130.7B
Employees218
Clients454 wealthy individuals, 165 charities, 118 pension plans, 92 insurers, 44 government, 32 private funds, 20 companies and 12 registered funds.
Control personsBrooke, Heiduk Anderson, Matthew, John Cannata, Massimo, Antonio Desantis, Meghan, Kelly Driscoll, Deborah, Heller Goldstein, James, Edward Gubitosi.
Private funds15 private funds holding $9.5B in gross assets.
Private funds it reports
FundTypeGross assets
Ir&m Core Bond Fund II
Other
$3.6B
Ir&m Intermediate Fund
Other
$1.4B
Ir&m Short Fund
Other
$1.2B
Ir&m Core Bond Fund
Other
$719.4M
Ir&m Core Plus Bond Fund
Other
$476.8M
Ir&m Tax-efficient Crossover Bond Fund
Other
$323.6M
Ir&m Socially Responsible Core Bond Fund
Other
$162.2M
Ir&m Tax-efficient Crossover (california) Bond Fund
Other
$145.8M
Ir&m Short Esg Bond Fund
Other
$111.3M
Ir&m Core Esg Bond Fund
Other
$95.8M
Ir&m Short Diversified Income Fund
Other
$78.9M
Ir&m Intermediate Treasury Inflation-protected Securities (tips) Fund
Other
$54.7M