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INCOME RESEARCH + MANAGEMENT

Advisory

N·BOSTON, MA

Data as of Jul 1, 2026 · Source: SEC Form ADV

Total AUM

$130.7B

1-Year AUM Growth

+9.0%

3-Year CAGR

+2.6%

Employees

63

Assets Under Management

Total AUM$130.7B

Discretionary AUM$130.1B

Non-Discretionary AUM$539M

Discretionary %99.6%

Total Clients871

Team

Total Employees63

Investment Advisers218

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record75

First FilingJan 23, 2001

Latest FilingJul 1, 2026

🔒 Full AUM trend chart and 75 historical filings spanning 25+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on INCOME RESEARCH + MANAGEMENT

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.