# Lord, Abbett & Co. LLC

> 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.

- CRD: 110391
- Filed as: LORD, ABBETT & CO. LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Jersey City, NJ
- Filing period: October 2026
- Form ADV filing dated: December 22, 2025
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/110391
- AdvisorCensus page: https://advisorcensus.com/firm/lord-abbett-and-co-llc-jersey-city-nj-110391

## Quick answers

**How is Lord, Abbett & Co. LLC compensated?**
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.

**Where is Lord, Abbett & Co. LLC located?**
Lord, Abbett & Co. LLC's principal office is in Jersey City, NJ, according to its Form ADV.

**Is Lord, Abbett & Co. LLC registered with the SEC or a state?**
Lord, Abbett & Co. LLC is an SEC-registered investment advisory firm, registered since 1970. Status as filed: Approved. CRD 110391.

**How much does Lord, Abbett & Co. LLC manage?**
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).

**How have Lord, Abbett & Co. LLC's assets and staff changed since 2021?**
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.

**What types of clients does Lord, Abbett & Co. LLC serve?**
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).

**Which custodians does Lord, Abbett & Co. LLC use?**
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.

**Does Lord, Abbett & Co. LLC report any disciplinary disclosures?**
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

**What changed in Lord, Abbett & Co. LLC's recent Form ADV filings?**
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%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Custodians (Schedule D, Section 5.K(3))
- Merrill Lynch, Pierce, Fenner & Smith Incorporated
- Morgan Stanley
- The Bank of New York Mellon

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.

### Regulatory assets under management (Item 5.F)
- Total: $270,386,783,963
- Discretionary: $270,103,199,959
- Non-discretionary: $283,584,004

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 19,064 | $8,651,675,594 |
| High net worth individuals | 6,000 | $16,604,275,846 |
| Investment companies | 69 | $206,516,452,957 |
| Pooled investment vehicles (other than investment companies and business development companies) | 36 | $22,543,087,069 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 66 | $3,732,753,642 |
| Charitable organizations | 42 | $3,354,399,913 |
| State or municipal government entities (including government pension plans) | 14 | $4,152,850,172 |
| Insurance companies | 5 | $1,251,436,496 |
| Corporations or other businesses not listed above | 478 | $3,554,238,862 |
| Other | 1 | $25,613,412 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 1970 (55 years)
- Employees: 821 total, 191 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: 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
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [labdc.com/bdc/index.html](https://labdc.com/bdc/index.html)
- [lordabbett.com](https://lordabbett.com)
- Instagram @LORDABBETT
- LinkedIn @LORD-ABBETT-&-CO-LLC
- X @LORDABBETT
- YouTube @LORDABBETTCO

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $219,106,759,775 | 722 | December 21, 2020 |
| October 2022 | $262,089,528,499 | 740 | December 22, 2021 |
| October 2023 | $211,180,177,136 | 730 | September 18, 2023 |
| October 2024 | $200,695,069,131 | 748 | August 1, 2024 |
| October 2025 | $238,757,080,041 | 789 | May 20, 2025 |
| October 2026 | $270,386,783,963 | 821 | December 22, 2025 |

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.

## Changes in the filing (last 12 months)

### January 2026
- 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%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Lord, Abbett & Co. LLC (CRD 110391): Form ADV filing data as of October 2026.