Asset manager · Jersey City, NJ
Lord, Abbett & Co. LLC
SEC-registered investment adviser · CRD 110391 · SEC 801-6997
At a glance
Lord, Abbett & Co. LLC is an SEC-registered investment adviser based in Jersey City, New Jersey, with $270.4 billion in regulatory assets under management as of its Form ADV filed December 22, 2025. Its largest client group by assets is investment companies, and it reports 25,064 individual clients. By Form ADV it is a asset manager, ranked 62nd of 3,218 asset managers and 97th of 17,210 SEC-registered advisers by assets.
Main office 201-827-2000lordabbett.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $270B
- Rank among asset managers
- #62 of 3,218
- Rank among all SEC RIAs
- #97 of 17,210
- Rank in New Jersey
- #7 of 392
- Individual clients
- 25,064
- High-net-worth clients
- 6,000
- Accounts
- 25,798
- Discretionary
- 100% of AUM
- Employees
- 821
- Advisory staff
- 191
- Offices
- 1
Owners and executives on its Form ADV
- Daria L. FosterNon-Executive Member
- Susan E LynchNon-Executive Member
- Douglas B. SiegMember, Managing Partner
- Angela L FannonMember and Chief Financial Officer
- Mary A. PicciottoMember & Global Chief Compliance Officer
- Randolph A. StuzinMember & Chief Legal Officer
Custody and brokerage
3 custodians
- Merrill / Bank of America$11B49%
- BNY$6.3B27%
- Morgan Stanley$5.5B24%
Other RIAs using Merrill / Bank of AmericaOther multi-custodian RIAs
Broker-dealer
Hybrid RIA
Lord, Abbett & Co. LLC is a hybrid RIA: 286 of its employees are also registered representatives of a broker-dealer. It names an affiliated broker-dealer: Lord Abbett Distributor LLC.
- Lord Abbett Distributor LLC ↗CRD 530
It doesn’t hold client accounts or customer funds itself. Its annual audited report filed with the SEC, November 2025
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Investment companies | 69 | $207B | 76% |
| Pooled investment vehicles | 36 | $23B | 8% |
| High-net-worth individuals | 6,000 | $17B | 6% |
| Individuals | 19,064 | $8.7B | 3% |
| State or municipal government entities | 14 | $4.2B | 2% |
| Pension and profit sharing plans | 66 | $3.7B | 1% |
| Corporations or other businesses | 478 | $3.6B | 1% |
| Charitable organizations | 42 | $3.4B | 1% |
| Insurance companies | 5 | $1.3B | <1% |
| Other | 1 | $26M | <1% |
Private funds
Lord, Abbett & Co. LLC reports 9 private funds with $3.1B in gross assets: hedge funds, other private funds (Form ADV Item 7.B).
Disciplinary disclosures
Lord, Abbett & Co. LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
- Other services
How it’s paid
- A percentage of assets under management
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗lordabbett.com ↗
AtlasMembers
The full record on Lord, Abbett & Co. LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 120 peers of its type and size
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- Owners and executives, with titles and stakes
- 6 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 2Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Lord, Abbett & Co. LLC manage?
Lord, Abbett & Co. LLC reports $270.4 billion in regulatory assets under management across 25,798 accounts, 100% of it on a discretionary basis, on its Form ADV filed December 22, 2025.
What kind of firm is Lord, Abbett & Co. LLC?
Lord, Abbett & Co. LLC is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Lord, Abbett & Co. LLC’s clients?
By assets, its largest client types are investment companies ($206.5 billion, 69 clients); pooled investment vehicles ($22.5 billion, 36 clients); high-net-worth individuals ($16.6 billion, 6,000 clients).
Does Lord, Abbett & Co. LLC manage private funds?
Yes. It reports 9 private funds with $3.1 billion in gross assets, including hedge funds, other private funds.
Does Lord, Abbett & Co. LLC have any disciplinary history?
Lord, Abbett & Co. LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Lord, Abbett & Co. LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2025-12-22), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →