Executive Chair, Director · Income Research + Management
John A. Sommers Jr.
CRD 1410206 · Named on Form ADV at one SEC-registered adviser
At a glance
Income Research + Management, an SEC-registered asset manager based in Boston, MA with $130.7 billion in regulatory assets, lists John A. Sommers Jr. on its Form ADV as Executive Chair, Director, a control person.
Firms and roles
- Income Research + ManagementExecutive Chair, DirectorAsset manager · Boston, MA · $131B in regulatory assets
AtlasMembers
John’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings (16)
- Richard M. KizikChief Compliance Officer, Income Research + Management
- Matthew J. CannataGeneral Counsel, Secretary, Income Research + Management
- James E. GubitosiCo-Chief Investment Officer, Income Research + Management
- Sarah M. KilpatrickChief of Staff, Income Research + Management
- Massimo A. DesantisSenior Portfolio Manager, Co-Director of Portfolio Management, Income Research + Management
11 more people named with John on the same filings, with titles and firms. Free in Atlas with a free account.
See all 16 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For John’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.