Chief of Staff · Income Research + Management
Sarah M. Kilpatrick
CRD 6529315 · 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 Sarah M. Kilpatrick on its Form ADV as Chief of Staff, a control person.
Firms and roles
- Income Research + ManagementChief of StaffAsset manager · Boston, MA · $131B in regulatory assets
AtlasMembers
Sarah’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)
- John A. Sommers Jr.Executive Chair, Director, Income Research + Management
- 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
- Massimo A. DesantisSenior Portfolio Manager, Co-Director of Portfolio Management, Income Research + Management
11 more people named with Sarah 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 Sarah’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.