Wealth Manager
    SEC Registered

    Income Research + Management

    Registered investment advisor · Boston, Massachusetts · CRD #104863

    Assets Under Management
    $130.7B
    Client Accounts
    1,559
    Employees
    218
    CRD Number
    104863
    Registration
    SEC Registered
    Custodian
    The Bank Of New York Mellon, The Northern Trust Company, State Street Bank And Trust Company

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Income Research + Management

    Income Research + Management (IR+M) is an independent investment management firm based in Boston, Massachusetts. Founded in 1987 by John and Jack Sommers, the firm specializes in active management of US-dollar denominated fixed income strategies for both institutional and private clients. With over 38 years of experience, IR+M has grown significantly, managing $128 billion in assets as of September 2025 and serving over 700 clients. IR+M employs a disciplined approach to investment, focusing ex

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Income Research + Management

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    Frequently Asked Questions

    What is Income Research + Management's AUM?

    Income Research + Management reports approximately $130.7B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Income Research + Management headquartered?

    Income Research + Management is headquartered in Boston, Massachusetts.

    What is Income Research + Management's CRD number?

    Income Research + Management's CRD number is 104863. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Income Research + Management manage?

    Income Research + Management manages approximately 1,559 client accounts according to its latest SEC filing.

    Is Income Research + Management SEC registered?

    Yes, Income Research + Management is registered with the SEC as an investment adviser with an approved registration status.

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