← Directory

LORD, ABBETT & CO. LLC

CRD 110391File 801-6997
APPROVED
Retail clients
Custody
Filing as of Dec 22, 2025
Feed vintage Oct 1, 2026
Regulatory AUM
$270.39B
Top 10% of cohort (national)
Discretionary AUM
$270.10B
Non-discretionary $283.6M
Clients
25,774
25,798 accounts
Employees
821
Top 10% of cohort in NJ

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
NYRO
Registration date
Nov 7, 1970
Principal office
30 HUDSON STREET, JERSEY CITY, NJ, 07302-4804
Phone
201-827-2000

Assets & accounts

ADV Item 5F
Total regulatory AUM
$270.39B
Discretionary AUM
$270.10B
Non-discretionary AUM
$283.6M
Discretionary accounts
25,797
Non-discretionary accounts
1
Total accounts
25,798
AUM per client
$10.5M

Clients by type

ADV Item 5D
Client typeClientsAUM
Other478$3.55B
Insurance companies5$1.25B
Investment companies69$206.52B
Charitable organizations42$3.35B
High net worth individuals6,000$16.60B
Pooled investment vehicles36$22.54B
Pension and profit sharing plans66$3.73B
State or municipal government entities14$4.15B
Individuals (other than high net worth individuals)19,064$8.65B

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Performance-based fees
  • A percentage of assets under your management

Advisory activities

  • Other advisory activities
  • Portfolio management for businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
Yes
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
Yes
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromToChange
Aug 17, 2026Clients25,77525,774decreased by1
Jan 1, 2026Employees789821increased by32
Jan 1, 2026Clients26,31525,775decreased by540
Jan 1, 2026AUM$238,757,080,041$270,386,783,963increased by$31,629,703,922
Jan 1, 2026Accounts30,19125,798decreased by4,393
May 1, 2025
vs Oct 1, 2022
Employees740789increased by49
May 1, 2025
vs Oct 1, 2022
CustodyNoYes
May 1, 2025
vs Oct 1, 2022
Clients19,05426,315increased by7,261
May 1, 2025
vs Oct 1, 2022
AUM$262,089,528,499$238,757,080,041decreased by$23,332,448,458
May 1, 2025
vs Oct 1, 2022
Accounts19,05430,191increased by11,137
Jan 1, 2022Employees722740increased by18
Jan 1, 2022Clients17,70519,054increased by1,349
Jan 1, 2022AUM$219,106,759,775$262,089,528,499increased by$42,982,768,724
Jan 1, 2022Accounts17,70519,054increased by1,349
Apr 1, 2021Registration—APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “LORD ABBETT” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“LORD ABBETT” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.