FIRM PROFILE

INCOME RESEARCH + MANAGEMENT

CRD 104863 · Source month: August 2026

Reported business facts

CRD number: 104863Reported in SEC monthly data
Legal name: INCOME RESEARCH + MANAGEMENTReported in SEC monthly data
Regulatory assets under management: $130,653,386,930.00Reported in SEC monthly data
Employees: 218Reported in SEC monthly data
Employees performing advisory functions: 63Reported in SEC monthly data
Individual clients (other than high net worth): Not reportedObserved missing state
High net worth individual clients: 454Reported in SEC monthly data
Banking or thrift institution clients: SuppressedReported in SEC monthly data
Investment company clients: 12Reported in SEC monthly data
Business development company clients: Not reportedObserved missing state
Other pooled investment vehicle clients: 32Reported in SEC monthly data
Pension and profit-sharing plan clients: 118Reported in SEC monthly data
Charitable organization clients: 165Reported in SEC monthly data
State or municipal government clients: 44Reported in SEC monthly data
Other investment adviser clients: Not reportedObserved missing state
Insurance company clients: 92Reported in SEC monthly data
Sovereign wealth fund or foreign official clients: Not reportedObserved missing state
Corporation or other business clients: 20Reported in SEC monthly data
Other clients: Not reportedObserved missing state

Regulatory assets under management do not measure investment performance. Client categories are reported counts, not a recommendation or service guarantee.

Sources and verification

SEC monthly adviser data →

View current official adviser record →

This directory uses monthly snapshots. The current official record may contain newer filings or registration information.

Report a data issue

Email us the reported field, what needs checking and a supporting public source. Include CRD 104863 and source month 2026-08 if writing your own message. Do not include account numbers or other sensitive information.

Email kyle@greendogtech.com

This opens your email app with the firm and source details filled in. You can also copy the address into your email service. Reports are reviewed manually; sending an email does not change the published data or the underlying SEC filing.