{
  "crd_number": 110391,
  "slug": "lord-abbett-and-co-llc-jersey-city-nj-110391",
  "primary_business_name": "LORD, ABBETT & CO. LLC",
  "legal_name": "LORD, ABBETT & CO. LLC",
  "dbas": [],
  "city": "Jersey City",
  "state": "NJ",
  "country": "United States",
  "cbsa_code": "35620",
  "metro": {
    "cbsa_code": "35620",
    "common_name": "New York",
    "msa_name": "New York-Newark-Jersey City, NY-NJ",
    "path": "/advisors/ny/new-york"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1970-11-07",
  "years_registered": 55,
  "period": "2026-10-01",
  "filing_date": "2025-12-22",
  "carried_forward": false,
  "raum_total": 270386783963.0,
  "raum_discretionary": 270103199959.0,
  "raum_non_discretionary": 283584004.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 821,
  "advisory_employees": 191,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 25613412.0,
      "count": 1,
      "description": "COMPLEX TRUST"
    },
    "charitable": {
      "raum": 3354399913.0,
      "count": 42
    },
    "individuals": {
      "raum": 8651675594.0,
      "count": 19064
    },
    "state_municipal": {
      "raum": 4152850172.0,
      "count": 14
    },
    "insurance_companies": {
      "raum": 1251436496.0,
      "count": 5
    },
    "investment_companies": {
      "raum": 206516452957.0,
      "count": 69
    },
    "pension_profit_sharing": {
      "raum": 3732753642.0,
      "count": 66
    },
    "high_net_worth_individuals": {
      "raum": 16604275846.0,
      "count": 6000
    },
    "pooled_investment_vehicles": {
      "raum": 22543087069.0,
      "count": 36
    },
    "corporations_other_businesses": {
      "raum": 3554238862.0,
      "count": 478
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "other",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_investment_companies",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AK",
    "AL",
    "AR",
    "AZ",
    "CA",
    "CO",
    "CT",
    "DC",
    "DE",
    "FL",
    "GA",
    "HI",
    "IA",
    "ID",
    "IL",
    "IN",
    "KS",
    "KY",
    "LA",
    "MA",
    "MD",
    "ME",
    "MI",
    "MN",
    "MO",
    "MS",
    "MT",
    "NC",
    "ND",
    "NE",
    "NH",
    "NJ",
    "NM",
    "NV",
    "NY",
    "OH",
    "OK",
    "OR",
    "PA",
    "PR",
    "RI",
    "SC",
    "SD",
    "TN",
    "TX",
    "UT",
    "VA",
    "VT",
    "WA",
    "WI",
    "WV",
    "WY"
  ],
  "websites": [
    "https://instagram.com/LORDABBETT",
    "https://labdc.com/bdc/index.html",
    "https://linkedin.com/COMPANY/LORD-ABBETT-&-CO-LLC",
    "https://lordabbett.com",
    "https://twitter.com/LORDABBETT",
    "https://youtube.com/USER/LORDABBETTCO"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/110391",
  "city_as_filed": "JERSEY CITY",
  "url": "https://advisorcensus.com/firm/lord-abbett-and-co-llc-jersey-city-nj-110391",
  "display_name": "Lord, Abbett & Co. LLC",
  "summary": "Lord, Abbett & Co. LLC is an SEC-registered investment advisory firm in Jersey City, NJ, registered since 1970, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated December 22, 2025.",
  "citation": "AdvisorCensus. Lord, Abbett & Co. LLC (CRD 110391): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for investment companies (and business development companies)",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Lord, Abbett & Co. LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Lord, Abbett & Co. LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Lord, Abbett & Co. LLC located?",
      "a": "Lord, Abbett & Co. LLC's principal office is in Jersey City, NJ, according to its Form ADV."
    },
    {
      "q": "Is Lord, Abbett & Co. LLC registered with the SEC or a state?",
      "a": "Lord, Abbett & Co. LLC is an SEC-registered investment advisory firm, registered since 1970. Status as filed: Approved. CRD 110391."
    },
    {
      "q": "How much does Lord, Abbett & Co. LLC manage?",
      "a": "Lord, Abbett & Co. LLC reports $270,386,783,963 in regulatory assets under management in its Form ADV filing dated December 22, 2025 (100% discretionary)."
    },
    {
      "q": "How have Lord, Abbett & Co. LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Lord, Abbett & Co. LLC: Regulatory assets under management: $219,106,759,775 in the October 2021 data and $270,386,783,963 in the October 2026 data, up 23%. Total employees: 722 in October 2021 and 821 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Lord, Abbett & Co. LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (19,064); high net worth individuals (6,000); corporations or other businesses not listed above (478)."
    },
    {
      "q": "Which custodians does Lord, Abbett & Co. LLC use?",
      "a": "Lord, Abbett & Co. LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley and The Bank of New York Mellon as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Lord, Abbett & Co. LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/110391"
    },
    {
      "q": "What changed in Lord, Abbett & Co. LLC's recent Form ADV filings?",
      "a": "In the January 2026 filing data: Employees performing advisory functions went from 188 to 191. Regulatory assets under management went from $238,757,080,041 to $270,386,783,963 (+13%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 219106759775.0,
      "total_employees": 722,
      "filing_date": "2020-12-21"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 262089528499.0,
      "total_employees": 740,
      "filing_date": "2021-12-22"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 211180177136.0,
      "total_employees": 730,
      "filing_date": "2023-09-18"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 200695069131.0,
      "total_employees": 748,
      "filing_date": "2024-08-01"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 238757080041.0,
      "total_employees": 789,
      "filing_date": "2025-05-20"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 270386783963.0,
      "total_employees": 821,
      "filing_date": "2025-12-22"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "Employees performing advisory functions went from 188 to 191.",
        "Regulatory assets under management went from $238,757,080,041 to $270,386,783,963 (+13%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Merrill Lynch, Pierce, Fenner & Smith Incorporated",
      "name_as_filed": "MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED",
      "affiliated": false
    },
    {
      "name": "Morgan Stanley",
      "name_as_filed": "MORGAN STANLEY",
      "affiliated": false
    },
    {
      "name": "The Bank of New York Mellon",
      "name_as_filed": "THE BANK OF NEW YORK MELLON",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/lord-abbett-and-co-llc-jersey-city-nj-110391.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 19064,
      "fewer_than_5": false,
      "raum": 8651675594.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 6000,
      "fewer_than_5": false,
      "raum": 16604275846.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 69,
      "fewer_than_5": false,
      "raum": 206516452957.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 36,
      "fewer_than_5": false,
      "raum": 22543087069.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 66,
      "fewer_than_5": false,
      "raum": 3732753642.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 42,
      "fewer_than_5": false,
      "raum": 3354399913.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 14,
      "fewer_than_5": false,
      "raum": 4152850172.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 5,
      "fewer_than_5": false,
      "raum": 1251436496.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 478,
      "fewer_than_5": false,
      "raum": 3554238862.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 1,
      "fewer_than_5": false,
      "raum": 25613412.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/110391",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}