IRM Management

Overview

IRM Management is an independent, individual-owned registered investment adviser focused on portfolio management for individual and family clients and small businesses. The firm operates on a percentage-of-assets fee model and reports discretionary management of client portfolios. It is newly formed and registered with the SEC in 2026. IRM Management does not identify itself as an ESG investor, is not a pension consultant, and does not act as a capital allocator to external managers. The adviser lists its primary advisory activity as direct portfolio management rather than model provision or sub-advisory services. Industry affiliation on the filing is recorded as "Other Investment Adviser," suggesting limited public-facing affiliations beyond its RIA registration.

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Investments & Alternatives

Location & Offices