Income Research + Management

RIASEC Registered

Total AUM

$131B

Discretionary

$130B

100% of AUM

Avg account

$83.8M

Accounts

1,559

Employees

218

Advisory reps

Firm details

Headquarters: Boston, Massachusetts
CRD number: 104863
Registered since: May 1, 1987
Website: www.incomeresearch.com
Custodians: THE BANK OF NEW YORK MELLON, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, STATE STREET BANK AND TRUST COMPANY
Fee structure: Percentage of AUM
Client types: Charitable Organizations19.78%
Pooled Investment Vehicles18.89%
Pension & Profit Sharing Plans18.67%
Insurance Companies16.8%
State / Municipal Government13.63%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Income Research + Management is a corporate investment adviser that focuses on portfolio management for individuals, pooled vehicles, investment companies and institutions. The firm is SEC-registered (first registered in 1987) and charges clients on a percentage-of-AUM fee basis. Its client base includes both individual/family clients and institutional investors, and the firm identifies as an active ESG investor. Strategically the firm is oriented toward fixed-income solutions: its filings identify investment-grade corporate bonds as the single largest asset type and a clear preference for income-oriented allocations. Income Research + Management is classified as an Other Fund Provider and does not present itself as a capital allocator.