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Senior Portfolio Manager, Co-Director of Portfolio Management · Income Research + Management

Massimo A. Desantis

CRD 7358292 · 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 Massimo A. Desantis on its Form ADV as Senior Portfolio Manager, Co-Director of Portfolio Management, a control person.

Firms and roles

  • Income Research + ManagementSenior Portfolio Manager, Co-Director of Portfolio ManagementAsset manager · Boston, MA · $131B in regulatory assets

AtlasMembers

Massimo’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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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (16)

11 more people named with Massimo on the same filings, with titles and firms. Free in Atlas with a free account.

See all 16 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Massimo’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.