LORD, ABBETT & CO. LLC

Overview

• HeadquartersJersey City, United States²
• Legal formLimited Liability Company²
• LEI549300JN4JHMFPO31Y81²
• StatusActive²
• LEI statusIssued and current²
• Registered addressC/O CORPORATION SERVICE COMPANY, 19808 Wilmington, United States²
• Registered withDivision of Corporations, Department of State, 3549979²

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Corporate structure

LORD, ABBETT & CO. LLC sits at the top of its group. 110 entities, 3 countries on record. Switch between the flow chart and the network, and select any entity to see its details.

Built from parent and subsidiary links from GLEIF, the Global Legal Entity Identifier Foundation (CC0); stakes of 5% or more it reported on Schedules 13D and 13G (10 companies); owners and owned firms from Form ADV, the registration investment advisers file with the SEC. Each entity in the chart links to its source.

Investment adviser

LORD, ABBETT & CO. LLC is registered with the SEC as an investment adviser. This is what it reports on Form ADV, the registration every adviser files and keeps current.

• Assets it manages$270.4B⁴ 25,798 accounts, $270.1B with discretion
• Employees821 191 in investment advice or research
• ClientsInvestment companies: 69 ($206.5B); Pooled investment vehicles (other than investment companies and: 36 ($22.5B); High net worth individuals: 6,000 ($16.6B); Individuals (other than high net worth individuals): 19,064 ($8.7B); State or municipal government entities (including government pension: 14 ($4.2B); Pension and profit sharing plans (but not the plan participants or: 66 ($3.7B); Corporations or other businesses not listed above: 478 ($3.6B); Charitable organizations: 42 ($3.4B); Insurance companies: 5 ($1.3B); Other: COMPLEX TRUST: 1 ($25.6M)
• How it is paidA percentage of assets under its management; Performance-based fees
• What it doesPortfolio management for individuals and/or small businesses; Portfolio management for investment companies; Portfolio management for pooled investment vehicles (other than investment companies); Portfolio management for businesses (other than small businesses) or institutional clients (other than registered investment companies and other pooled investment vehicles); Other: IMPERSONAL INVESTMENT ADVISORY SERVICES
• Holds client assetsYes: cash and securities
• RegistrationSEC 801-6997, CRD 110391 IAPD record

Who owns it

Owners of 5% or more as the firm lists them (Schedule A), and the owners of those owners up the chain (Schedule B).

• Daria Lopresti Fosterowns 10% to 25%, since 04/2018
• Douglas Bloom Siegowns 10% to 25%, since 04/2018
• Susan E Lynchowns 5% to 10%, since 07/2002

Subsidiaries and ownership

Funds it manages

• LORD ABBETT INVESTMENT TRUST³

Ownership links from GLEIF, the Global Legal Entity Identifier Foundation (CC0); each one cites its LEI record.

Timeline

1. Jul 22, 2002Founded LORD, ABBETT & CO. LLC is founded²

Filings

39 filings to the SEC since October 2021: 39 other. The latest 20:

1. Aug 26, 2026N-PX EDGAR
2. Aug 14, 202613F-HR EDGAR
3. Jul 29, 2026APP WDG EDGAR
4. May 14, 202613F-HR EDGAR
5. Mar 27, 2026APP ORDR EDGAR
6. Mar 27, 2026APP NTC EDGAR
7. Feb 13, 202613F-HR EDGAR
8. Nov 25, 202540-APP/A EDGAR
9. Nov 13, 202513F-HR EDGAR
10. Sep 30, 202540-APP/A EDGAR
11. Aug 28, 2025N-PX EDGAR
12. Aug 14, 202513F-HR EDGAR
13. May 13, 202513F-HR EDGAR
14. Apr 17, 202540-APP/A EDGAR
15. Feb 14, 202513F-HR EDGAR
16. Dec 23, 202440-APP EDGAR
17. Dec 23, 202440-APP EDGAR
18. Dec 13, 202413F-HR/A EDGAR
19. Nov 14, 202413F-HR EDGAR
20. Oct 7, 202413F-HR/A EDGAR

Every filing from the last five years, summarized. The full record is on SEC EDGAR.

Stakes it holds

LORD, ABBETT & CO. LLC has told the SEC it owns more than 5% of 10 companies, latest first (Schedules 13D and 13G).

• Lord Abbett Private Credit FundSCHEDULE 13G/A Feb 13, 2025 to Aug 13, 2026⁵
• Lord Abbett Private Credit Fund SSCHEDULE 13G/A Aug 14, 2025 to Aug 13, 2026⁶
• Universal Technical InstituteSCHEDULE 13G/A May 14, 2025 to Aug 14, 2025⁷
• RxSight, Inc.SCHEDULE 13G/A Feb 14, 2024 to Feb 13, 2025⁸
• Clear SecureSC 13G Feb 10, 2023⁹
• Customers Bancorp, Inc.SC 13G/A Feb 11, 2022 to Feb 10, 2023¹⁰
• Turning Point BrandsSC 13G/A Feb 11, 2022 to Feb 10, 2023¹¹
• Ceva, Inc.SC 13G/A Feb 11, 2022¹²
• Chord Energy CorporationSC 13G/A Feb 11, 2022¹³
• Malibu BoatsSC 13G/A Feb 11, 2022¹⁴