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Sarah Kilpatrick

Chief of Staff at Income Research + Management

Officer record from the firm’s Form ADVForm ADV filed 24 August 2026

Sarah Kilpatrick is Chief of Staff of Income Research + Management, a Boston investment adviser.

Role at Income Research + Management

Title on Schedule A
Chief of Staff
Control
Sarah Kilpatrick is a control person of Income Research + Management.
Ownership
An individual ownership band is not available in the source record.
Tenure
Sarah Kilpatrick has held the filed role since January 2022.

The firm

Income Research + Management
Boston, MA

Form ADV filed 24 August 2026

$131B AUM937 clients63 advisers1 offices

Career on record

The IAPD individual lookup on 18 October 2026 returned no individual record. This profile uses the firm’s Form ADV officer listing.

Registrations and exams

Individual registration and examination information for Sarah Kilpatrick is unavailable. An officer title or CRD number does not by itself establish current investment adviser representative registration, and no registration or examination counts are inferred.

Officer record

Full name
Sarah Kilpatrick
CRD
6529315
Firm
Income Research + Management
Record basis
Form ADV officer listing
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 Sarah Kilpatrick as chief of staff; she earned a BS in Finance from Lehigh University. Income Research + Management official biography

Education

Common questions

Where does Sarah Kilpatrick work?

Sarah Kilpatrick has been Chief of Staff of Income Research + Management since January 2022, and is a control person of the firm.

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

Leadership at Income Research + Management

Sources

  1. IAPD individual lookup, CRD 6529315. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  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 18 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 Sarah Kilpatrick or Income Research + Management and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.