Income Research & Management is a fund manager in Boston with $95.99 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Industry
SEC CIK
IRS number
42955404
SEC advisor number
801-29482
FINRA CRD number
104863
AUM ?
$95.99 bn
(as of 28 Mar 22)
Accounts
841
(as of 28 Mar 22)
Employees
193
(60 investment advisory or research)
Address
Income Research & Management
100 FEDERAL STREET
30TH FLOOR
BOSTON
MA 02110
100 FEDERAL STREET
30TH FLOOR
BOSTON
MA 02110
Office hours
Monday - Friday, 8:30 AM - 5:30 PM
Phone
6173309333
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Omalley, William, Austin | Chief Executive Officer; Co-chief Investment Officer; Trustee | 01/2020 | < 5% |
Sommers JR., John, Anthony | Executive Chairperson; Trustee | 01/2020 | < 5% |
Sommers, John, Anthony | Chairperson Emeritus; Trustee | 01/2020 | < 5% |
Ir&m (J. Sommers Trust) LLC | Owner | 01/2004 | 5-10% |
Ir&m (J. Sommers, JR. Trust) LLC | Owner | 01/2004 | 25-50% |
Ir&m (O'malley) LLC | Owner | 01/2004 | 10-25% |
Omalley, William, Austin | Member | 01/2004 | > 75% |
Kizik, Richard, Mark | Chief Compliance Officer | 01/2020 | < 5% |
John A. Sommers, JR. Revocable Trust of 1995 | Member | 01/2004 | > 75% |
Ir&m (John A. Sommers, JR. Family Trust DTD 07/31/2006) LLC | Owner | 08/2011 | < 5% |
John A. Sommers, JR. Family Trust DTD 07/31/2006 | Member | 08/2011 | > 75% |
Sommers JR., John, Anthony | Trustee | 08/2011 | |
Ir&m (Robert F. Sommers Family Trust DTD 07/31/2006) LLC | Owner | 08/2011 | < 5% |
Ir&m (Kenneth T. Sommers Family Trust DTD 07/31/2006) LLC | Owner | 08/2011 | < 5% |
Robert F. Sommers Family Trust DTD 07/31/2006 | Member | 08/2011 | > 75% |
Sommers, Kenneth, Thomas | Trustee | 08/2011 | |
Sommers, Robert, Franklyn | Trustee | 08/2011 | |
Kenneth T. Sommers Family Trust DTD 07/31/2006 | Member | 08/2011 | > 75% |
Ir&m (R. Sommers Trust) LLC | Owner | 06/2006 | < 5% |
Ir&m (K. Sommers Trust) LLC | Owner | 06/2006 | < 5% |
Robert F. Sommers Revocable Trust | Member | 06/2006 | > 75% |
Kenneth T. Sommers Revocable Trust | Member | 06/2006 | > 75% |
Sommers, Kenneth, Thomas | Trustee | 12/2006 | |
Sommers, Robert, Franklyn | Trustee | 06/2006 | |
Kilpatrick, Sarah, Muller | Chief of Staff | 01/2022 | < 5% |
Cannata, Matthew, John | General Counsel, Clerk | 01/2020 | < 5% |
Gubitosi, James, Edward | Co-chief Investment Officer | 01/2020 | < 5% |
Conroy, Matthew, Charles | Director of Corporate Initiatives | 03/2021 | < 5% |
John A. Sommers Management Trust | Member | 12/2016 | > 75% |
Sommers, John, Anthony | Trustee | 12/2016 | |
Sommers JR., John, Anthony | Trustee | 06/1995 | |
Manning, Mary, Auth | Director of Client Service | 01/2020 | < 5% |
Anderson, Brooke, H | Director of Product Management | 01/2020 | < 5% |
DeSantis, Massimo | Chief Operating Officer | 03/2021 | < 5% |
Driscoll, Meghan, Kelly | Director of Finance and Human Capital Management | 03/2021 | < 5% |
Thorne, Dune, Delafield | Advisory Member of Board | 10/2021 | < 5% |
Taylor, Elizabeth, Genung | Advisory Member of Board | 10/2021 | < 5% |
Goldstein, Deborah, Heller | Advisory Member of Board | 10/2021 | < 5% |
Washington, Ella | Advisory Member of Board | 10/2021 | < 5% |
Ownership
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
23 Jul 24
13F-HR
Quarterly holdings report by institutional manager
25 Apr 24
13F-HR
Quarterly holdings report by institutional manager
19 Jan 24
13F-HR
Quarterly holdings report by institutional manager
24 Oct 23
13F-HR
Quarterly holdings report by institutional manager
21 Jul 23
13F-HR
Quarterly holdings report by institutional manager
20 Apr 23
13F-HR
Quarterly holdings report by institutional manager
31 Jan 23
13F-HR
Quarterly holdings report by institutional manager
20 Oct 22
13F-HR
Quarterly holdings report by institutional manager
21 Jul 22
13F-HR/A
Quarterly holdings report by institutional manager (amended)
22 Apr 22