INCOME RESEARCH + MANAGEMENT
CRD #104863 SEC #801-29482 BOSTON, MA 617-330-9333
SEC Registered Private Funds
Total AUM
$109B
Discretionary
$108.3B
Employees
204
Clients
0
Accounts
949
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $109B | $108.3B | $675.4M | 204 | 0 |
| May 2025 | $109B | $108.3B | $675.4M | 204 | 0 |
| Mar 2025 | $109B | $108.3B | $675.4M | 204 | 0 |
| Nov 2024 | $97B | $95.4B | $1.6B | 201 | 0 |
| Aug 2024 | $97B | $95.4B | $1.6B | 201 | 0 |
| Aug 2024 | $97B | $95.4B | $1.6B | 201 | 0 |
| Aug 2024 | $97B | $95.4B | $1.6B | 201 | 0 |
| Aug 2024 | $97B | $95.4B | $1.6B | 201 | 0 |
| Jul 2024 | $97B | $95.4B | $1.6B | 201 | 0 |
| Jul 2024 | $97B | $95.4B | $1.6B | 201 | 0 |
| Mar 2024 | $97B | $95.4B | $1.6B | 201 | 0 |
| Mar 2024 | $89B | $86.9B | $2.1B | 210 | 0 |
| Jan 2024 | $89B | $86.9B | $2.1B | 210 | 0 |
| Mar 2023 | $89B | $86.9B | $2.1B | 210 | 0 |
| Mar 2022 | $96B | $93.3B | $2.7B | 193 | 0 |
| Mar 2021 | $88.3B | $85.8B | $2.6B | 181 | 0 |
| Mar 2021 | $88.3B | $85.8B | $2.6B | 181 | 0 |
| Jun 2020 | $75.1B | $72.5B | $2.6B | 177 | 0 |
| Mar 2020 | $75.1B | $72.5B | $2.6B | 177 | 0 |
| Mar 2019 | $71.9B | $68B | $3.8B | 170 | 0 |
| Mar 2018 | $69.3B | $69.1B | $137.1M | 168 | 0 |
| Mar 2017 | $61.6B | $61.6B | $213.4K | 166 | 700 |
| May 2016 | $54.9B | $54.7B | $212M | 153 | 700 |
| Mar 2016 | $54.9B | $54.7B | $212M | 153 | 700 |
| Jul 2015 | $50.6B | $50.4B | $194.5M | 85 | 800 |
| Jul 2015 | $50.6B | $50.4B | $194.5M | 85 | 800 |
| Jun 2015 | $50.6B | $50.4B | $194.5M | 85 | 800 |
| Apr 2015 | $50.6B | $50.4B | $194.5M | 85 | 800 |
| Mar 2015 | $50.6B | $50.4B | $194.5M | 85 | 800 |
| Mar 2014 | $38.9B | $38.7B | $216.7M | 84 | 700 |
| Nov 2013 | $35.6B | $35.4B | $242.7M | 74 | 700 |
| May 2013 | $35.6B | $35.4B | $242.7M | 74 | 700 |
| May 2013 | $35.6B | $35.4B | $242.7M | 74 | 700 |
| Apr 2013 | $35.6B | $35.4B | $242.7M | 74 | 700 |
| Mar 2013 | $35.6B | $35.4B | $242.7M | 74 | 700 |
| Mar 2012 | $31.4B | $31.3B | $82.9M | 51 | 700 |
| Nov 2011 | $26.6B | $26.6B | $65.4M | 51 | 500 |
| May 2011 | $26.6B | $26.6B | $65.4M | 51 | -- |
| Apr 2011 | $26.6B | $26.6B | $65.4M | 51 | -- |
| Mar 2011 | $26.6B | $26.6B | $65.4M | 51 | -- |
| Mar 2011 | $26.6B | $26.6B | $65.4M | 51 | -- |
| Oct 2010 | $22B | $21.9B | $13.5M | 51 | -- |
| Sep 2010 | $22B | $21.9B | $13.5M | 51 | -- |
| May 2010 | $22B | $21.9B | $13.5M | 51 | -- |
| Mar 2010 | $14.2B | $14.2B | $25.6M | 51 | -- |
| Mar 2009 | $14.2B | $14.2B | $25.6M | 51 | -- |
| Oct 2007 | $9.2B | $9.2B | $0 | -- | -- |
| May 2007 | $9.2B | $9.2B | $0 | -- | -- |
| Mar 2007 | $9.2B | $9.2B | $0 | -- | -- |
| Mar 2006 | $7.5B | $7.5B | $0 | -- | -- |
| Dec 2005 | $6.6B | $6.6B | $0 | -- | -- |
| Sep 2005 | $6.6B | $6.6B | $0 | -- | -- |
| Jun 2005 | $6.6B | $6.6B | $0 | -- | -- |
| Feb 2005 | $5.1B | $5.1B | $0 | -- | -- |
| Feb 2005 | $5.1B | $5.1B | $0 | -- | -- |
| Apr 2004 | $5.1B | $5.1B | $0 | -- | -- |
| Jan 2004 | $3.8B | $3.8B | $0 | -- | -- |
| Mar 2002 | $3.7B | $3.7B | $0 | -- | -- |
DateJul 2025
Total AUM$109B
Discretionary$108.3B
Non-Disc.$675.4M
Employees204
Clients0
DateMay 2025
Total AUM$109B
Discretionary$108.3B
Non-Disc.$675.4M
Employees204
Clients0
DateMar 2025
Total AUM$109B
Discretionary$108.3B
Non-Disc.$675.4M
Employees204
Clients0
DateNov 2024
Total AUM$97B
Discretionary$95.4B
Non-Disc.$1.6B
Employees201
Clients0
DateAug 2024
Total AUM$97B
Discretionary$95.4B
Non-Disc.$1.6B
Employees201
Clients0
DateAug 2024
Total AUM$97B
Discretionary$95.4B
Non-Disc.$1.6B
Employees201
Clients0
DateAug 2024
Total AUM$97B
Discretionary$95.4B
Non-Disc.$1.6B
Employees201
Clients0
DateAug 2024
Total AUM$97B
Discretionary$95.4B
Non-Disc.$1.6B
Employees201
Clients0
DateJul 2024
Total AUM$97B
Discretionary$95.4B
Non-Disc.$1.6B
Employees201
Clients0
DateJul 2024
Total AUM$97B
Discretionary$95.4B
Non-Disc.$1.6B
Employees201
Clients0
DateMar 2024
Total AUM$97B
Discretionary$95.4B
Non-Disc.$1.6B
Employees201
Clients0
DateMar 2024
Total AUM$89B
Discretionary$86.9B
Non-Disc.$2.1B
Employees210
Clients0
DateJan 2024
Total AUM$89B
Discretionary$86.9B
Non-Disc.$2.1B
Employees210
Clients0
DateMar 2023
Total AUM$89B
Discretionary$86.9B
Non-Disc.$2.1B
Employees210
Clients0
DateMar 2022
Total AUM$96B
Discretionary$93.3B
Non-Disc.$2.7B
Employees193
Clients0
DateMar 2021
Total AUM$88.3B
Discretionary$85.8B
Non-Disc.$2.6B
Employees181
Clients0
DateMar 2021
Total AUM$88.3B
Discretionary$85.8B
Non-Disc.$2.6B
Employees181
Clients0
DateJun 2020
Total AUM$75.1B
Discretionary$72.5B
Non-Disc.$2.6B
Employees177
Clients0
DateMar 2020
Total AUM$75.1B
Discretionary$72.5B
Non-Disc.$2.6B
Employees177
Clients0
DateMar 2019
Total AUM$71.9B
Discretionary$68B
Non-Disc.$3.8B
Employees170
Clients0
DateMar 2018
Total AUM$69.3B
Discretionary$69.1B
Non-Disc.$137.1M
Employees168
Clients0
DateMar 2017
Total AUM$61.6B
Discretionary$61.6B
Non-Disc.$213.4K
Employees166
Clients700
DateMay 2016
Total AUM$54.9B
Discretionary$54.7B
Non-Disc.$212M
Employees153
Clients700
DateMar 2016
Total AUM$54.9B
Discretionary$54.7B
Non-Disc.$212M
Employees153
Clients700
DateJul 2015
Total AUM$50.6B
Discretionary$50.4B
Non-Disc.$194.5M
Employees85
Clients800
DateJul 2015
Total AUM$50.6B
Discretionary$50.4B
Non-Disc.$194.5M
Employees85
Clients800
DateJun 2015
Total AUM$50.6B
Discretionary$50.4B
Non-Disc.$194.5M
Employees85
Clients800
DateApr 2015
Total AUM$50.6B
Discretionary$50.4B
Non-Disc.$194.5M
Employees85
Clients800
DateMar 2015
Total AUM$50.6B
Discretionary$50.4B
Non-Disc.$194.5M
Employees85
Clients800
DateMar 2014
Total AUM$38.9B
Discretionary$38.7B
Non-Disc.$216.7M
Employees84
Clients700
DateNov 2013
Total AUM$35.6B
Discretionary$35.4B
Non-Disc.$242.7M
Employees74
Clients700
DateMay 2013
Total AUM$35.6B
Discretionary$35.4B
Non-Disc.$242.7M
Employees74
Clients700
DateMay 2013
Total AUM$35.6B
Discretionary$35.4B
Non-Disc.$242.7M
Employees74
Clients700
DateApr 2013
Total AUM$35.6B
Discretionary$35.4B
Non-Disc.$242.7M
Employees74
Clients700
DateMar 2013
Total AUM$35.6B
Discretionary$35.4B
Non-Disc.$242.7M
Employees74
Clients700
DateMar 2012
Total AUM$31.4B
Discretionary$31.3B
Non-Disc.$82.9M
Employees51
Clients700
DateNov 2011
Total AUM$26.6B
Discretionary$26.6B
Non-Disc.$65.4M
Employees51
Clients500
DateMay 2011
Total AUM$26.6B
Discretionary$26.6B
Non-Disc.$65.4M
Employees51
Clients--
DateApr 2011
Total AUM$26.6B
Discretionary$26.6B
Non-Disc.$65.4M
Employees51
Clients--
DateMar 2011
Total AUM$26.6B
Discretionary$26.6B
Non-Disc.$65.4M
Employees51
Clients--
DateMar 2011
Total AUM$26.6B
Discretionary$26.6B
Non-Disc.$65.4M
Employees51
Clients--
DateOct 2010
Total AUM$22B
Discretionary$21.9B
Non-Disc.$13.5M
Employees51
Clients--
DateSep 2010
Total AUM$22B
Discretionary$21.9B
Non-Disc.$13.5M
Employees51
Clients--
DateMay 2010
Total AUM$22B
Discretionary$21.9B
Non-Disc.$13.5M
Employees51
Clients--
DateMar 2010
Total AUM$14.2B
Discretionary$14.2B
Non-Disc.$25.6M
Employees51
Clients--
DateMar 2009
Total AUM$14.2B
Discretionary$14.2B
Non-Disc.$25.6M
Employees51
Clients--
DateOct 2007
Total AUM$9.2B
Discretionary$9.2B
Non-Disc.$0
Employees--
Clients--
DateMay 2007
Total AUM$9.2B
Discretionary$9.2B
Non-Disc.$0
Employees--
Clients--
DateMar 2007
Total AUM$9.2B
Discretionary$9.2B
Non-Disc.$0
Employees--
Clients--
DateMar 2006
Total AUM$7.5B
Discretionary$7.5B
Non-Disc.$0
Employees--
Clients--
DateDec 2005
Total AUM$6.6B
Discretionary$6.6B
Non-Disc.$0
Employees--
Clients--
DateSep 2005
Total AUM$6.6B
Discretionary$6.6B
Non-Disc.$0
Employees--
Clients--
DateJun 2005
Total AUM$6.6B
Discretionary$6.6B
Non-Disc.$0
Employees--
Clients--
DateFeb 2005
Total AUM$5.1B
Discretionary$5.1B
Non-Disc.$0
Employees--
Clients--
DateFeb 2005
Total AUM$5.1B
Discretionary$5.1B
Non-Disc.$0
Employees--
Clients--
DateApr 2004
Total AUM$5.1B
Discretionary$5.1B
Non-Disc.$0
Employees--
Clients--
DateJan 2004
Total AUM$3.8B
Discretionary$3.8B
Non-Disc.$0
Employees--
Clients--
DateMar 2002
Total AUM$3.7B
Discretionary$3.7B
Non-Disc.$0
Employees--
Clients--