Investment adviser · CRD 104863

INCOME RESEARCH + MANAGEMENT

Investment adviser filing (IA)

BOSTON, MA, United States · Form ADV filed Aug 24, 2026

Regulatory AUM: $131B
Client accounts: 1,559
Employees: 218
Advisory professionals: 63

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Charities	165	$25,842,296,499	19.8%
Pooled investment vehicles	32	$24,676,562,905	18.9%
Retirement plans	118	$24,396,020,772	18.7%
Insurance companies	92	$21,948,251,140	16.8%
Government entities	44	$17,813,859,500	13.6%
Investment companies	12	$5,977,073,991	4.6%
High-net-worth individuals	454	$5,079,706,430	3.9%
Corporations & businesses	20	$4,801,883,548	3.7%
Banks & thrifts	Fewer than 5	$117,732,145	0.1%

Filing source

Form ADV 2127695 · Aug 24, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

16 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

IR&M CORE BOND FUND II LLCOther Private Fund · Last reported Aug 24, 2026$6.07BGross asset value

Form D fundraising filings

IR&M Core Bond Fund II LLC

Auditor PRICEWATERHOUSECOOPERS LLP BOSTON, Massachusetts, United States

Custodian BANK OF NEW YORK MELLON, N.A. EVERETT, Massachusetts, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

PRICEWATERHOUSECOOPERS LLP
PCAOB 238

BANK OF NEW YORK MELLON, N.A.
LEI HPFHU0OQ28E4N0NFVK49

Fund details & source

Fund ID: 805-2420446600
Reported beneficial owners: 197
Minimum commitment: $5M
Form D file number: 021-139282

Form ADV 2127695 · Aug 24, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

IR&M SHORT FUND LLCOther Private Fund · Last reported Aug 24, 2026$1.49BGross asset value

Form D fundraising filings

IR&M Short Fund LLC

Auditor PRICEWATERHOUSECOOPERS LLP BOSTON, Massachusetts, United States

Custodian BANK OF NEW YORK MELLON, N.A. EVERETT, Massachusetts, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

PRICEWATERHOUSECOOPERS LLP
PCAOB 238

BANK OF NEW YORK MELLON, N.A.
LEI HPFHU0OQ28E4N0NFVK49

Fund details & source

Fund ID: 805-6021316971
Reported beneficial owners: 49
Minimum commitment: $5M
Form D file number: 021-160166

Form ADV 2127695 · Aug 24, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

IR&M INTERMEDIATE CREDIT FUND LLCOther Private Fund · Last reported Aug 24, 2026$1.4BGross asset value

Form D fundraising filings

IR&M Intermediate Credit Fund LLC

Auditor PRICEWATERHOUSECOOPERS LLP BOSTON, Massachusetts, United States

Custodian BANK OF NEW YORK MELLON, N.A. EVERETT, Massachusetts, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

PRICEWATERHOUSECOOPERS LLP
PCAOB 238

BANK OF NEW YORK MELLON, N.A.
LEI HPFHU0OQ28E4N0NFVK49

Fund details & source

Fund ID: 805-2275777282
Reported beneficial owners: 30
Minimum commitment: $5M
Form D file number: 021-248190

Form ADV 2127695 · Aug 24, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

IR&M INTERMEDIATE FUND LLCOther Private Fund · Last reported Aug 24, 2026$1.24BGross asset value

Form D fundraising filings

IR&M Intermediate Fund LLC

Auditor PRICEWATERHOUSECOOPERS LLP BOSTON, Massachusetts, United States

Custodian BANK OF NEW YORK MELLON, N.A. EVERETT, Massachusetts, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

PRICEWATERHOUSECOOPERS LLP
PCAOB 238

BANK OF NEW YORK MELLON, N.A.
LEI HPFHU0OQ28E4N0NFVK49

Fund details & source

Fund ID: 805-3845925834
Reported beneficial owners: 44
Minimum commitment: $5M
Form D file number: 021-139280

Form ADV 2127695 · Aug 24, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

IR&M CORE BOND FUND LLCOther Private Fund · Last reported Aug 24, 2026$746MGross asset value

Form D fundraising filings

IR&M Core Bond Fund LLC

Auditor PRICEWATERHOUSECOOPERS LLP BOSTON, Massachusetts, United States

Custodian BANK OF NEW YORK MELLON, N.A. EVERETT, Massachusetts, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

PRICEWATERHOUSECOOPERS LLP
PCAOB 238

BANK OF NEW YORK MELLON, N.A.
LEI HPFHU0OQ28E4N0NFVK49

Fund details & source

Fund ID: 805-7767594311
Reported beneficial owners: 46
Minimum commitment: $5M
Form D file number: 021-109944

Form ADV 2127695 · Aug 24, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

IR&M LONG GOVERNMENT/CREDIT FUND LLCOther Private Fund · Last reported Aug 24, 2026$732MGross asset value

Form D fundraising filings

IR&M Long Government/Credit Fund LLC

Auditor PRICEWATERHOUSECOOPERS LLP BOSTON, Massachusetts, United States

Custodian BANK OF NEW YORK MELLON, N.A. EVERETT, Massachusetts, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

PRICEWATERHOUSECOOPERS LLP
PCAOB 238

BANK OF NEW YORK MELLON, N.A.
LEI HPFHU0OQ28E4N0NFVK49

Fund details & source

Fund ID: 805-6240105157
Reported beneficial owners: 19
Minimum commitment: $5M
Form D file number: 021-227958

Form ADV 2127695 · Aug 24, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

IR&M CORE PLUS BOND FUND LLCOther Private Fund · Last reported Aug 24, 2026$715MGross asset value

Form D fundraising filings

IR&M Core Plus Bond Fund LLC

Auditor PRICEWATERHOUSECOOPERS LLP BOSTON, Massachusetts, United States

Custodian BANK OF NEW YORK MELLON, N.A. EVERETT, Massachusetts, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

PRICEWATERHOUSECOOPERS LLP
PCAOB 238

BANK OF NEW YORK MELLON, N.A.
LEI HPFHU0OQ28E4N0NFVK49

Fund details & source

Fund ID: 805-7045333942
Reported beneficial owners: 30
Minimum commitment: $5M
Form D file number: 021-350170

Form ADV 2127695 · Aug 24, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Aug 24, 2026. View historical filings

Reported services

Individual portfolio management · Investment company portfolio management · Pooled investment vehicle management · Business portfolio management

Compensation

Percentage of assets

Principal office

115 FEDERAL STREET, 22ND FLOOR
BOSTON, MA, 02110-1884, United States

CRD 104863

Filing source

Form ADV 2127695 · Aug 24, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.