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Dune Thorne

Director at Income Research + Management

No current adviser or broker registrationSEC record checked 17 October 2026

2
Past adviser firms
1
Licensing exams

IAPD record retrieved 17 October 2026SEC record

Dune Thorne is Director of Income Research + Management, a Boston investment adviser managing $131B. Dune Thorne has past investment-adviser registrations through 2 firms and has passed the Series 65.

Role at Income Research + Management

Title on Schedule A
Director
Control
Dune Thorne is a control person of Income Research + Management.
Ownership
An individual ownership band is not available in the source record.
Tenure
Dune Thorne has held the filed role since January 2024.

The firm

Income Research + Management
Boston, MA

Form ADV filed 24 August 2026

$131B AUM937 clients63 advisers1 offices

Career on record

Firms and exams, newest first
  1. Brown Advisory
    – · 10 years
    Baltimore, MD · Adviser representative · Firm CRD 110181
  2. Silver Bridge
    – · 4 years
    Boston, MA · Adviser representative · Firm CRD 105194
  3. Passed Series 65 · 2007

Registrations and exams

No current adviser or broker registration. Dune Thorne has passed 1 qualifying exam.

Examinations

Series 6527 December 2007
Name
Uniform Investment Adviser Law Examination

Individual record

Full name
Dune Delafield Thorne
CRD
2924357
Firm
Income Research + Management
Registration status
No current adviser or broker registration
Firm bio
incomeresearch.com

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Background

Income Research + Management identifies Dune Thorne as a director; the biography lists degrees from Dartmouth College and Harvard Business School. Income Research + Management official biography

Education

Common questions

Where does Dune Thorne work?

Dune Thorne has been Director of Income Research + Management since January 2024, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 24 August 2026

Does Dune Thorne have a current investment-adviser registration?

Dune Thorne has no current investment-adviser or broker registration, as of 17 October 2026.

Source: IAPD individual record, checked 17 October 2026

What exams has Dune Thorne passed?

Dune Thorne passed the Series 65 in December 2007.

Source: IAPD individual record, checked 17 October 2026

Where was Dune Thorne previously registered as an investment adviser?

Dune Thorne has past investment-adviser registrations through Brown Advisory, July 2012 to December 2022; Silver Bridge, January 2008 to June 2012, across 2 firms.

Source: IAPD individual record, checked 17 October 2026

Leadership at Income Research + Management

Sources

  1. IAPD individual record, CRD 2924357. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Income Research + Management, filed 24 August 2026. Title, control and ownership bands.
  3. Income Research + Management team page. Biography, education, credentials, awards.

Retrieved 17 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Dune Thorne or Income Research + Management and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.