Form D · Other Investment Fund

IR&M Socially Responsible Core Bond Fund LLC

Boston, MA · CIK 0001636400

Offering snapshot reported Feb 13, 2026 · SEC filing

Reported sold
$466M
Indefinite offering
Investors reported
23
Form D · investor count
Minimum accepted
$5M
Reported outside-investor minimum
First sale
Mar 2, 2015
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$233M$466MMar 12, 2015: $11,923,692.00Mar 12, 2015Feb 26, 2016: $93,545,899.00Feb 24, 2017: $144,516,669.00Feb 23, 2018: $174,368,933.00Feb 22, 2019: $182,427,480.00Feb 21, 2020: $197,288,501.00Feb 19, 2021: $245,657,386.00Feb 18, 2022: $360,218,506.00Feb 17, 2023: $392,858,060.00Feb 16, 2024: $401,667,810.00Feb 14, 2025: $424,767,510.00Feb 13, 2026: $466,266,746.00Feb 13, 2026

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported sold$424,767,510 → $466,266,746
  • Reported investors19 → 23

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Feb 13, 2026Amendment$466,266,746$41,499,236vs Feb 14, 202523SEC filing
Feb 14, 2025Amendment$424,767,510$23,099,700vs Feb 16, 202419SEC filing
Feb 16, 2024Amendment$401,667,810$8,809,750vs Feb 17, 202318SEC filing
Feb 17, 2023Amendment$392,858,060$32,639,554vs Feb 18, 202217SEC filing
Feb 18, 2022Amendment$360,218,506$114,561,120vs Feb 19, 202117SEC filing
Feb 19, 2021Amendment$245,657,386$48,368,885vs Feb 21, 202016SEC filing
Feb 21, 2020Amendment$197,288,501$14,861,021vs Feb 22, 201913SEC filing
Feb 22, 2019Amendment$182,427,480$8,058,547vs Feb 23, 201812SEC filing
Feb 23, 2018Amendment$174,368,933$29,852,264vs Feb 24, 201712SEC filing
Feb 24, 2017Amendment$144,516,669$50,970,770vs Feb 26, 201611SEC filing
Feb 26, 2016Amendment$93,545,899$81,622,207vs Mar 12, 20159SEC filing
Mar 12, 2015Initial$11,923,692No comparison2SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-235808
Total amount sold as of December 31, 2025.

Source: Form D, filed Feb 13, 2026. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

IR&M SOCIALLY RESPONSIBLE CORE BOND FUND LLC

Investment adviser: INCOME RESEARCH + MANAGEMENT

Gross asset value
$167M
Beneficial owners
14
ADV minimum commitment
$5M

Reported in Form ADV on Aug 24, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

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

Filing source

Form ADV 2127695 · Aug 24, 2026 · Schedule D 7.B.(1), fund 805-7672265693

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

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
NameReported role
N/A N/A Income Research & Management Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
115 Federal Street 22 Nd Floor
Boston, MA, 02110