Lord, Abbett & Co. LLC
Registered investment adviser · Jersey City, NJ · CRD #110391
Form ADV data as of 2026-09-01Regulatory assets
$270.39 billion
Total accounts
25,798
Employees
821
Disclosure events
0
Firm details
- Website: https://www.lordabbett.com
- Telephone: 201-827-2000
- SEC file number: 801-6997
- Most recent Form ADV filing: 2025-12-22
- SEC record: View this firm on the SEC's IAPD site
Disciplinary disclosures
This firm answered No to every Item 11 disciplinary question on its most recent Form ADV filing.
Assets and accounts
| Provides continuous and regular supervisory or management services | Yes |
| Discretionary regulatory assets under management | $270.10 billion |
| Non-discretionary regulatory assets under management | $283.6 million |
| Total regulatory assets under management | $270.39 billion |
| Discretionary accounts | 25,797 |
| Non-discretionary accounts | 1 |
| Total accounts | 25,798 |
| Regulatory assets under management attributable to non-U.S. persons | $15.63 billion |
People
| Total employees (excluding clerical) | 821 |
| Employees performing investment advisory functions (including research) | 191 |
| Employees who are registered representatives of a broker-dealer | 286 |
| Employees registered as investment adviser representatives with a state | 214 |
| Employees registered as IARs for another investment adviser | 0 |
| Employees who are licensed insurance agents | 0 |
| Firms or persons who solicit advisory clients on the firm's behalf | 0 |
Custody
| Has custody of client cash or bank accounts | Yes |
| Has custody of client securities | Yes |
| Client funds and securities held in the firm's custody | $430.7 million |
| Clients for whom the firm has custody | 5 |
| A related person has custody of client cash or bank accounts | No |
| A related person has custody of client securities | No |
| The firm acts as a qualified custodian | No |
| A related person acts as a qualified custodian | No |
| Number of persons acting as qualified custodians for the firm's clients | 2 |
How the firm is compensated
Advisory services offered
Other business activities
Affiliated related persons
Reported conflicts of interest
Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:
- Buys or sells for itself securities it also recommends to clients
- Recommends securities in which it has another proprietary interest
- Recommends securities for which it serves as underwriter or general partner
- Receives soft dollar benefits
- Compensates a non-employee for client referrals
- Provides employee compensation specifically for obtaining clients
Client types
| Type of client | Clients | Assets |
|---|---|---|
| Individuals (other than high net worth individuals) | 19,064 | $8.65 billion |
| High net worth individuals | 6,000 | $16.60 billion |
| Investment companies | 69 | $206.52 billion |
| Pooled investment vehicles (other than investment companies and BDCs) | 36 | $22.54 billion |
| Pension and profit sharing plans (not the participants or government plans) | 66 | $3.73 billion |
| Charitable organizations | 42 | $3.35 billion |
| State or municipal government entities (including government pension plans) | 14 | $4.15 billion |
| Insurance companies | 5 | $1.25 billion |
| Corporations or other businesses not listed above | 478 | $3.55 billion |
| Other | 1 | $25.6 million |