The INCOME RESEARCH + MANAGEMENT is a privately held investment adviser that advises $130.65Bn in regulatory assets under management held in 2 SEC fund types across 5 investment strategies. INCOME RESEARCH + MANAGEMENT is a Public/Private Fund Assets increased by 47.91% over the last 5-years.
The Group has been registered with the SEC for 39.28 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 115 FEDERAL STREET 22ND FLOOR, BOSTON, MASSACHUSETTS. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 218 employees comprised of 63 investment and 155 non-investment staff. The total number of Employees increased by 20.44% over the last 5-years.
Their $130.65Bn in assets advised are owned by 32 private funds, 12 public funds and BDCs and 439 other accounts. Assets of Charitable Organizations clients own $25.84Bn or 19.78% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $24.68Bn or 18.89% of Total Assets.
The Group's top investment strategies include FI/Credit - Diverse, Long/Short Equity and ESG, representing 81.66%, 16.69% and 1.65% of total assets, respectively.
They advise 8 types of clients, top clients are Charitable Organizations and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 0 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 15 private funds with $13.65Bn in assets.
The Group discloses management fees.
INCOME RESEARCH + MANAGEMENT names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 6 funds.