Data / Investment advisers / Massachusetts / Income Research + Management
Income Research + Management, Boston, MA: $131 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Income Research + Management is an SEC registered investment adviser with its main office in Boston, Massachusetts and reports $131 billion in regulatory assets under management in its Form ADV filed August 24, 2026. Its clients include charitable organizations, pooled investment vehicles and pension and profit sharing plans. It is paid through a percentage of assets under management. It advises 15 private funds.
The request: Watch Income Research + Management (CRD number 104863): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 104863
- SEC file number
- 801-29482
- SEC status
- Approved, effective May 1, 1987
- Main office
- 115 Federal Street 22nd Floor, Boston, MA 02110
- Phone
- (617) 330-9333
- Regulatory AUM
- $130,653,386,930 in the Form ADV filed August 24, 2026
- Discretionary AUM
- $130,114,432,508
- Non discretionary AUM
- $538,954,422
- Accounts
- 1,559
- Employees
- 218, of which 63 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management
- Private funds
- 15: 15 other private funds
- Gross assets of private funds
- $13,648,442,888
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- August 24, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 165 | $25.84 billion |
| Pooled investment vehicles | 32 | $24.68 billion |
| Pension and profit sharing plans | 118 | $24.40 billion |
| Insurance companies | 92 | $21.95 billion |
| State or municipal government entities | 44 | $17.81 billion |
| Investment companies | 12 | $5.98 billion |
| High net worth individuals | 454 | $5.08 billion |
| Corporations or other businesses | 20 | $4.80 billion |
| Banking or thrift institutions | Fewer than 5 | $117.7 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $130.65 billion | March 31, 2026 |
| December 1, 2025 | $108.99 billion | July 30, 2025 |
Other advisers in Boston
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Harbourvest Partners, LLC | Boston | $191.18 billion | 311 | adviserinfo.sec.gov |
| Acadian Asset Management | Boston | $177.46 billion | 47 | adviserinfo.sec.gov |
| Boston Management and Research | Boston | $154.73 billion | 22 | adviserinfo.sec.gov |
| Nepc, LLC | Boston | $152.72 billion | 4 | adviserinfo.sec.gov |
| Rhumbline Advisers | Boston | $136.48 billion | 24 | adviserinfo.sec.gov |
| Putnam Investment Management, LLC | Boston | $117.24 billion | Not listed | adviserinfo.sec.gov |
| Boston Partners | Boston | $116.17 billion | 4 | adviserinfo.sec.gov |
| MFS Institutional Advisors Inc. | Boston | $113.59 billion | 6 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Boston, MA
- Investment advisers in Massachusetts
- Advisers with Over $100 billion in AUM
- Advisers serving charitable organizations
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Income Research + Management on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.