RIA Intel›Advisers›New Jersey›LORD, ABBETT & CO. LLC

LORD, ABBETT & CO. LLC

Institutional

N·JERSEY CITY, NJ

Data as of Mar 31, 2025 · Source: SEC Form ADV

Total AUM

$270.4B

1-Year AUM Growth

+19.0%

3-Year CAGR

-2.8%

Employees

191

Assets Under Management

Total AUM$270.4B

Discretionary AUM$270.1B

Non-Discretionary AUM$284M

Discretionary %99.9%

Total Clients29,646

Team

Total Employees191

Investment Advisers821

Employee Growth (1Y)-28.8%

Filing History

Total Filings on Record64

First FilingApr 20, 2001

Latest FilingMar 31, 2025

🔒 Full AUM trend chart and 64 historical filings spanning 24+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on LORD, ABBETT & CO. LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.