Lord, Abbett & Co. Llc
SEC-registered
Mutual Fund / Asset Manager · Mega ($100B+)
CRD 110391
· SEC file 801-6997
· Jersey City, NJ
· www.labdc.com
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ADV data as of Dec 22, 2025
- Regulatory AUM
- $270B
- Discretionary
- $270B
- Clients
- 25,775
- Avg AUM / client
- $10.5M
- Accounts
- 25,798
- Employees
- 821
AUM over time
$102B
$270B
Sep 2011
Sep 2025
Annual snapshots from Form ADV filings · as of Dec 22, 2025
Asset allocation (SMA assets by investment type)
as of Dec 22, 2025
State & local bonds
$157B
58%
Non-investment-grade bonds
$29.7B
11%
Investment-grade corporate bonds
$27.0B
10%
Pooled investment vehicles
$18.9B
7%
US government & agency bonds
$13.5B
5%
Exchange-traded equities
$8.1B
3%
Derivatives
$5.4B
2%
Non-exchange-traded equities
$2.7B
1%
Sovereign bonds
$2.7B
1%
Registered investment companies (funds/ETFs)
$2.7B
1%
Cash & equivalents
$2.7B
1%
Share of SMA assets by investment vehicle type, as filed in Form ADV Item 5.K. Dollar figures are percentages applied to total regulatory AUM.
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 19,064 | $8.7B | 3.2% |
| High net worth individuals | 6,000 | $16.6B | 6.14% |
| Investment companies | 69 | $207B | 76.4% |
| Pooled investment vehicles (non-investment companies) | 36 | $22.5B | 8.34% |
| Pension and profit sharing plans | 66 | $3.7B | 1.38% |
| Charitable organizations | 42 | $3.4B | 1.24% |
| State or municipal government entities | 14 | $4.2B | 1.54% |
| Insurance companies | 5 | $1.3B | 0.46% |
| Corporations and other businesses | 478 | $3.6B | 1.31% |
| Other | 1 | $25.6M | 0.01% |
Private funds (8)
Reported in Form ADV Section 7.B.(1), filing of Dec 2024 · $1.7B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Lord Abbett Short Duration Credit Trust | Other Private Fund | New Hampshire | $649M | 2 |
| Lord Abbett Institutional Core Plus Total Return Trust | Other Private Fund | New Hampshire | $457M | 1 |
| Lord Abbett Committed Capital Management Custom Liquidity Credit Trust | Other Private Fund | New Hampshire | $176M | 1 |
| Lord Abbett International Small Cap Trust | Other Private Fund | New Hampshire | $145M | 2 |
| Lord Abbett Small Cap Growth Trust | Other Private Fund | New Hampshire | $107M | 2 |
| Lord Abbett Credit Opportunities Master Fund Lp master | Hedge Fund | Cayman Islands | $73.6M | 4 |
| Lord Abbett Institutional High Yield Trust | Other Private Fund | New Hampshire | $42.0M | 1 |
| Lord Abbett Bank Loan Trust | Other Private Fund | New Hampshire | $20.7M | 3 |
Nonprofit clients
Charities that reported this firm as a top-paid contractor (investment services) on Form 990.
| Charity | Location | Period |
|---|---|---|
| Van Andel Institute EIN 522000820 | Grand Rapids, MI | 11/30/2024 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Local 734 Pension Fund Board Of Trustees Local 734 Pension Fund | 2024 | |
| Int'l Brotherhood Of Electrical Workers' Pension Benefit Fund International Brotherhood Of Electrical Workers' Pension Benefit Fund | 2024 | |
| Community Resources For Independence, Inc. 401(k) Profit Sharing Plan Community Resources For Independence, Inc. | 2024 | |
| Laborers Local 1298 Of Nassau & Suffolk Counties Pension Fund Board Of Trustees Local 1298 Pension Fund | 2024 | |
| Metal Trades Branch Local 638 Pension Fund Metal Trades Branch Local 638 Pension Fund | 2024 | |
| 32 Bj School Workers Pension Fund Board Of Trustees Of The 32 Bj School Workers Pension Fund | 2024 | |
| Sheet Metal Workers Local Union No. 80 Pension Fund Trustees Of Sheet Metal Workers Local Union No. 80 Pension Fund | 2024 | |
| Barley Snyder Profit Sharing Plan Barley Snyder Llp | 2024 | |
| Heavy & General Laborers' Local Unions 472 & 172 Of Nj Annuity Plan Bd Of Trustees Heavy & General Laborers' Of Nj Annuity Fund | 2024 | |
| Eastern Atlantic States Carpenters Pension Fund Board Of Trustees Eastern Atlantic States Carpenters Pension Fund | 2024 | |
| Iam National Pension Fund Board Of Trustees Of The I.A.M. National Pension Fund | 2024 | |
| Eastern Atlantic States Carpenters Annuity Fund Board Of Trustees Eastern Atlantic States Carpenters Annuity Fund | 2024 | |
| Wells Fargo & Company Cash Balance Plan Wells Fargo & Company | 2024 | |
| Iron Workers Locals 40, 361 & 417 Pension Fund Board Of Trustees Iron Workers Locals 40, 361 & 417 Pension Fund | 2024 | |
| Stevens & Lee Savings Plan Stevens & Lee | Reading, PA | 2024 |
| Local 580 Pension Fund Board Of Trustees Local 580 Pension Fund | 2024 | |
| National Electrical Benefit Fund Trustees Of The National Electrical Benefit Fund | 2024 | |
| Saxton & Stump, Llc 401(k) Profit Sharing Plan Saxton & Stump, Llc | 2024 | |
| Pavers & Road Builders Dc Annuity Fund Pavers & Road Builders Dc Annuity Fund | 2024 | |
| National Electrical Annuity Plan Trustees Of The National Electrical Annuity Plan | 2024 | |
| Iuoe Local 30 Pension Fund Bd Of Trustees Iuoe Local 30 Pension Fund | 2024 | |
| Oge Energy Corp. Retirement Plan Oge Energy Corp. | 2024 | |
| Plumbers & Steamfitters Pension Fund Local Union 373 Board Of Trustees Local Union 373 U.A. Pension Fund | 2024 | |
| Teamsters Local 456 Annuity Fund Board Of Trustees Local 456 Annuity Fund | Elmsford, NY | 2024 |
| Westchester Teamsters Local 456 Pension Fund Board Of Trustees Local 456 Pension Fund | Elmsford, NY | 2024 |
| Uiu Newspaper Guild Of Greater Philadelphia Pension Fund Uiu Newspaper Guild Of Greater Philadelphia Pension Fund | 2024 | |
| Cement And Concrete Workers Dc Pension Fund Board Of Trustees Of The Cement And Concrete Workers Dc Pension Fd | 2024 | |
| Apex Retirement Savings Plan Schubemo Holdings, Inc. | 2024 | |
| Desert States Employers & Ufcw Unions Pension Plan Board Of Trustees, Desert States Employers & Ufcw | 2024 | |
| Mcgill, Power, Bell & Associates, Llp 401(k) And Profit Sharing Plan Mcgill, Power, Bell & Associates, Llp | 2024 | |
| Carpenters Pension Fund Of Illinois Board Of Trustees Of Carpenters Pension Fund Of Illinois | Downers Grove, IL | 2024 |
People (206)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Lynch, Susan, E | Non Executive Member | Jul 2002 (24y) | 5% – 10% | |
| Foster, Daria, Lopresti | Non Executive Member | Apr 2018 (8y) | 10% – 25% | |
| Sieg, Douglas, Bloom | Member, Managing Partner | Apr 2018 (8y) | 10% – 25% | |
| Fannon, Angela, L | Member And Chief Financial Officer | Jul 2019 (7y) | Less than 5% | |
| Picciotto, Mary, Ann | Managing Director, Global Chief Compliance Officer | Mar 2023 (3y) | Less than 5% | |
| Stuzin, Randolph, Arthur | Member & Chief Legal Officer | Sep 2023 (3y) | Less than 5% | |
| Jason Kenneth Saas | Registered representative | Jul 2002 (24y) | ||
| Marc Daniel Furgang | Registered representative | Sep 2002 (24y) | ||
| Andrew E Fox | Registered representative | Oct 2002 (24y) | ||
| Matthew Ryan Decicco | Registered representative | Nov 2002 (24y) | ||
| John Francis Corr | Registered representative | Jan 2003 (24y) | ||
| Adam Seth Backman | Registered representative | Aug 2004 (22y) | ||
| Joseph Patrick Dwyer | Registered representative | Oct 2004 (22y) | ||
| Thomas O'halloran | Registered representative | Nov 2004 (22y) | ||
| Henry David Selbst | Registered representative | Nov 2004 (22y) | ||
| Jason Thomas Orr | Registered representative | Sep 2005 (21y) | ||
| Stephen Anthony Hillebrecht | Registered representative | CFA | Oct 2005 (21y) | |
| Andreas Karelis | Registered representative | Oct 2005 (21y) | ||
| Donald A Annino | Registered representative | Jan 2006 (21y) | ||
| Alan Roderick Kurtz | Registered representative | Apr 2006 (20y) | ||
| Melissa J Brooks | Registered representative | May 2006 (20y) | ||
| Daniel Solomon Solender | Registered representative | Aug 2006 (20y) | ||
| Michael Scott Darling | Registered representative | Feb 2007 (19y) | ||
| Maria Spiro | Registered representative | Oct 2007 (19y) | ||
| Francis Vincent Paone | Registered representative | Jan 2008 (19y) | ||
| Levi Levente Miskolczi | Registered representative | Feb 2008 (18y) | ||
| Michael Cibelli | Registered representative | May 2008 (18y) | ||
| Jeff David Diamond | Registered representative | Dec 2008 (18y) | ||
| Andrew Rowan Willey | Registered representative | Mar 2010 (16y) | ||
| David Michael Cormann | Registered representative | Mar 2010 (16y) | ||
| Therese Jeanne Cavanaugh | Registered representative | Aug 2010 (16y) | ||
| Bruce Earl Gover | Registered representative | Dec 2010 (16y) | ||
| John Robert Orwig | Registered representative | Jan 2011 (16y) | ||
| Jordan Alexander Kling | Registered representative | Feb 2011 (15y) | ||
| Patrick James Layng | Registered representative | Mar 2011 (15y) | ||
| Vernon Bice | Registered representative | Jun 2011 (15y) | ||
| Nicholas C Campbell | Registered representative | Sep 2011 (15y) | ||
| Bronislav Bukhar | Registered representative | Oct 2011 (15y) | ||
| Zachary John Schleimer | Registered representative | Dec 2011 (15y) | ||
| Benjamin John Marcelliano | Registered representative | Jan 2012 (15y) | ||
| Neil William Sutton | Registered representative | Jul 2012 (14y) | ||
| Jacquelyn Michele Sargenti | Registered representative | Sep 2012 (14y) | ||
| Matthew Ray Bergen | Registered representative | Oct 2012 (14y) | ||
| Brian T Foerster | Registered representative | CFA | Nov 2012 (14y) | |
| Katheryn Allison Mcneil | Registered representative | Nov 2012 (14y) | ||
| Chad Douglas Latour | Registered representative | Jan 2013 (14y) | ||
| William Brian Hanigan | Registered representative | Apr 2013 (13y) | ||
| Andrew David D'souza | Registered representative | Jun 2013 (13y) | ||
| Kevin Courtney Dunphy | Registered representative | Jun 2013 (13y) | ||
| Michael Alexander Rogers | Registered representative | Sep 2013 (13y) | ||
| Margaret S Tsetsekas | Registered representative | Apr 2014 (12y) | ||
| Brendan Martin Ward | Registered representative | May 2014 (12y) | ||
| Michael A Canfora | Registered representative | May 2014 (12y) | ||
| John Edward Reilly | Registered representative | Oct 2014 (12y) | ||
| James Hawes Casler | Registered representative | Nov 2014 (12y) | ||
| Geoffrey A Gimber | Registered representative | Apr 2015 (11y) | ||
| Daniel Joseph Green | Registered representative | Sep 2015 (11y) | ||
| Alexander Joseph Indelicato | Registered representative | CFA | Sep 2015 (11y) | |
| Owen J Rothe | Registered representative | Sep 2015 (11y) | ||
| Dominick Allen Mcpeake | Registered representative | Nov 2015 (11y) | ||
| Dennis Yushchyk | Registered representative | Dec 2015 (11y) | ||
| Evan Michael Calvo | Registered representative | Jan 2016 (11y) | ||
| Charles Michael Bartoli | Registered representative | Aug 2016 (10y) | ||
| Caroline Deane Di Maggio | Registered representative | Oct 2016 (10y) | ||
| Jared Benjamin Belasco | Registered representative | Oct 2016 (10y) | ||
| Erica Anne Nagy | Registered representative | Apr 2017 (9y) | ||
| Jeffrey Scott Weber | Registered representative | Apr 2017 (9y) | ||
| Brendan James Canning | Registered representative | Apr 2017 (9y) | ||
| Cass Philip Di Yeso | Registered representative | Oct 2017 (9y) | ||
| Louisa Morton Boliver | Registered representative | Oct 2017 (9y) | ||
| Matthew August Capobianco | Registered representative | Oct 2017 (9y) | ||
| Michael Robert Eddy | Registered representative | Oct 2017 (9y) | ||
| Matthew Edward Schaller | Registered representative | Jan 2018 (9y) | ||
| Robert William Sanchez | Registered representative | Aug 2018 (8y) | ||
| Virginia Cross Whitman | Registered representative | Sep 2018 (8y) | ||
| Alexander Nielan | Registered representative | Oct 2018 (8y) | ||
| Paige Amanda Motusesky | Registered representative | Oct 2018 (8y) | ||
| Nicholas William Giannone | Registered representative | Feb 2019 (7y) | ||
| Joylynn Gathoni Mbua | Registered representative | Oct 2019 (7y) | ||
| Margaret Mariah Hope Wetherington | Registered representative | Feb 2020 (6y) | ||
| Jared Michael Levicoff | Registered representative | Jul 2020 (6y) | ||
| Jennifer Paglia Gallagher | Registered representative | Jun 2021 (5y) | ||
| Liam Patrick Hynes | Registered representative | Jan 2022 (5y) | ||
| Robert Joseph Frawley | Registered representative | Mar 2022 (4y) | ||
| Brianne Marie Hughes | Registered representative | May 2022 (4y) | ||
| William D. Diedrich | Registered representative | May 2022 (4y) | ||
| Brandon Thomas Miller | Registered representative | May 2022 (4y) | ||
| Brianna Joelle Price | Registered representative | May 2022 (4y) | ||
| John William Mc Conville | Registered representative | May 2022 (4y) | ||
| Thomas Allegret Baker | Registered representative | Jul 2022 (4y) | ||
| Alexandra Kildunne | Registered representative | Nov 2022 (4y) | ||
| Roger Elias Saleeby | Registered representative | Nov 2022 (4y) | ||
| Stephen Bartholomew Luethi | Registered representative | Nov 2022 (4y) | ||
| Robert Daniel Flynn | Registered representative | Dec 2022 (4y) | ||
| Trevor Mason Bunn | Registered representative | Feb 2023 (3y) | ||
| Juan Eduardo Esparza | Registered representative | Mar 2023 (3y) | ||
| Andrew James Williams | Registered representative | Apr 2023 (3y) | ||
| Alec Stephen Knorr | Registered representative | Aug 2023 (3y) | ||
| Christian Vincent Cuttita | Registered representative | Oct 2023 (3y) | ||
| Cameron Jean Toussaint | Registered representative | Feb 2024 (2y) | ||
| Adriana Michelle Avila | Registered representative | Feb 2024 (2y) | ||
| Brendan Patrick Convery | Registered representative | Feb 2024 (2y) | ||
| Chadwick Randy Bucur | Registered representative | Mar 2024 (2y) | ||
| Jonathan Grant Milbourn | Registered representative | Mar 2024 (2y) | ||
| Demontae Marquan Foots | Registered representative | May 2024 (2y) | ||
| Fernando Roberto Bloin | Registered representative | Jun 2024 (2y) | ||
| Jack Molloy | Registered representative | Jul 2024 (2y) | ||
| Megan Kratz | Registered representative | Jul 2024 (2y) | ||
| Vincent William Riggio | Registered representative | Aug 2024 (2y) | ||
| Roman Kim | Registered representative | Aug 2024 (2y) | ||
| Vikramaditya Varun Rajpal | Registered representative | Sep 2024 (2y) | ||
| Brennan Andrew Kelly | Registered representative | Nov 2024 (2y) | ||
| Britton Rees Busby | Registered representative | Nov 2024 (2y) | ||
| Collin Patrick Crotty | Registered representative | Nov 2024 (2y) | ||
| Derek Anthony Cinquemani | Registered representative | Nov 2024 (2y) | ||
| Jeremy Adam Kaufmann | Registered representative | Nov 2024 (2y) | ||
| Jordan Matthew Mccann | Registered representative | Nov 2024 (2y) | ||
| Justin R Rohn | Registered representative | Nov 2024 (2y) | ||
| Kevin Bosco | Registered representative | Nov 2024 (2y) | ||
| Michael Brandan Gratale | Registered representative | Nov 2024 (2y) | ||
| Paul Richard Salierno | Registered representative | Nov 2024 (2y) | ||
| Timothy Carl Hall | Registered representative | Nov 2024 (2y) | ||
| Andrew Morrisey | Registered representative | Nov 2024 (2y) | ||
| Fintan Dale Gallagher | Registered representative | Nov 2024 (2y) | ||
| Peyton Wilson | Registered representative | Nov 2024 (2y) | ||
| Krystian Szmacinski | Registered representative | Nov 2024 (2y) | ||
| Jeffrey J Losurdo | Registered representative | Dec 2024 (2y) | ||
| Lachlan Wright Mac Donald | Registered representative | Dec 2024 (2y) | ||
| Maria Rae Squatrito | Registered representative | Dec 2024 (2y) | ||
| Sophia Gabrielle De Pena | Registered representative | Dec 2024 (2y) | ||
| Alexander Neal Maglaque | Registered representative | Dec 2024 (2y) | ||
| Colin O'connor | Registered representative | Dec 2024 (2y) | ||
| Dante Zamarelli | Registered representative | Dec 2024 (2y) | ||
| Leiya Grace Istambouli | Registered representative | Dec 2024 (2y) | ||
| Nicholas Tevonian | Registered representative | Dec 2024 (2y) | ||
| Rebecca Soforenko | Registered representative | Dec 2024 (2y) | ||
| Bryan Qian | Registered representative | Jan 2025 (2y) | ||
| Douglas Victor Scales | Registered representative | Jan 2025 (2y) | ||
| Ethan Carl Pestine | Registered representative | Jan 2025 (2y) | ||
| Gavin Einfeldt | Registered representative | Jan 2025 (2y) | ||
| Matthew Nardolillo | Registered representative | Jan 2025 (2y) | ||
| Michael Lau | Registered representative | Jan 2025 (2y) | ||
| Juan Carlos Apitz Ardizzone | Registered representative | Jan 2025 (2y) | ||
| Jesse Lance Walker | Registered representative | Feb 2025 (1y) | ||
| Brett Thomas Conley | Registered representative | Feb 2025 (1y) | ||
| Victoria S Spugnardi | Registered representative | Feb 2025 (1y) | ||
| Stephen Robert Fox | Registered representative | Mar 2025 (1y) | ||
| Jeffrey Scott Kelly | Registered representative | May 2025 (1y) | ||
| Kevin J Oconnor | Registered representative | Jun 2025 (1y) | ||
| Elliot Ross Poretzky | Registered representative | Jul 2025 (1y) | ||
| Christopher Andre Torres | Registered representative | Aug 2025 (1y) | ||
| Matthew John Ricciardelli | Registered representative | Aug 2025 (1y) | ||
| Nicholas Scheri | Registered representative | Aug 2025 (1y) | ||
| Mason Shane Blank | Registered representative | Aug 2025 (1y) | ||
| Hastings Cade Hanshaw | Registered representative | Sep 2025 (1y) | ||
| Lucy Helen Adams | Registered representative | Sep 2025 (1y) | ||
| Maria Varbanova | Registered representative | Sep 2025 (1y) | ||
| Brody Michael Hansen | Registered representative | Sep 2025 (1y) | ||
| Sophie Brown Simon | Registered representative | Sep 2025 (1y) | ||
| Carlin Elizabeth Chazen | Registered representative | Sep 2025 (1y) | ||
| Griffen Thomas White | Registered representative | Sep 2025 (1y) | ||
| John Brian Shuster | Registered representative | Sep 2025 (1y) | ||
| Nathaniel Siwiec | Registered representative | Sep 2025 (1y) | ||
| A'nan Maurice Bridgett | Registered representative | Oct 2025 (1y) | ||
| Ryan Paul Venezia | Registered representative | Oct 2025 (1y) | ||
| Tristan Pitt | Registered representative | Oct 2025 (1y) | ||
| Matthew Morgan | Registered representative | Oct 2025 (1y) | ||
| Brooks Andrew Telfeian | Registered representative | Oct 2025 (1y) | ||
| Colin David Johnston | Registered representative | Oct 2025 (1y) | ||
| Colyn Barnes | Registered representative | Oct 2025 (1y) | ||
| Spencer Paul Von Summer | Registered representative | Oct 2025 (1y) | ||
| Casey James Finneran | Registered representative | CFA | Oct 2025 (1y) | |
| David Vadakekkara | Registered representative | Nov 2025 (1y) | ||
| Joseph Gallo | Registered representative | Nov 2025 (1y) | ||
| Henry Hunter Deakins | Registered representative | Dec 2025 (1y) | ||
| Reya Srivastava | Registered representative | Dec 2025 (1y) | ||
| Sophia Grace Swain | Registered representative | Jan 2026 (1y) | ||
| Clark Emerson Stephens | Registered representative | Feb 2026 (0y) | ||
| Jared Powers | Registered representative | Feb 2026 (0y) | ||
| Drew Guida | Registered representative | Feb 2026 (0y) | ||
| Alexandra Marie Mc Ginty | Registered representative | Mar 2026 (0y) | ||
| Claire Quinlan Doyle | Registered representative | Mar 2026 (0y) | ||
| John Brennan | Registered representative | Mar 2026 (0y) | ||
| William Frederick Drew | Registered representative | Mar 2026 (0y) | ||
| Cameron Roy Adamec | Registered representative | Mar 2026 (0y) | ||
| Alexander Webb | Registered representative | Mar 2026 (0y) | ||
| Jack F Queler | Registered representative | Mar 2026 (0y) | ||
| Paul S Doherty | Registered representative | Mar 2026 (0y) | ||
| Kevin O'regan | Registered representative | Mar 2026 (0y) | ||
| Vincent John Panzarino | Registered representative | Apr 2026 (0y) | ||
| Samuel Roger Gilbert | Registered representative | Apr 2026 (0y) | ||
| Michael Mc Pherson | Registered representative | Apr 2026 (0y) | ||
| Liam De Lorenzo | Registered representative | Apr 2026 (0y) | ||
| Carmen Ostroski | Registered representative | Apr 2026 (0y) | ||
| Joseph John Giampa | Registered representative | Apr 2026 (0y) | ||
| Lukas B Ruby | Registered representative | May 2026 (0y) | ||
| Brian Zimmermann | Registered representative | May 2026 (0y) | ||
| Andres Echeandia | Registered representative | May 2026 (0y) | ||
| Emma Aridi | Registered representative | May 2026 (0y) | ||
| Andrew Brauner | Registered representative | Jun 2026 (0y) | ||
| Declan Roeder | Registered representative | Jun 2026 (0y) | ||
| Evelyn Von Heill | Registered representative | Jun 2026 (0y) | ||
| Noel Fullman | Registered representative | Jun 2026 (0y) | ||
| Max H Rosenberg | Registered representative | Jun 2026 (0y) | ||
| Austin James Eagan | Registered representative | Jun 2026 (0y) | ||
| Grace M Annis | Registered representative | Jun 2026 (0y) |
Undisclosed: 25% – 75% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (8, $1.7B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Lord Abbett Short Duration Credit Trust | Other Private Fund | $649M | $1.0M | 2 |
| Lord Abbett Institutional Core Plus Total Return Trust | Other Private Fund | $457M | $1.0M | 1 |
| Lord Abbett Committed Capital Management Custom Liquidity Credit Trust | Other Private Fund | $176M | $1.0M | 1 |
| Lord Abbett International Small Cap Trust | Other Private Fund | $145M | $1.0M | 2 |
| Lord Abbett Small Cap Growth Trust | Other Private Fund | $107M | $1.0M | 2 |
| Lord Abbett Credit Opportunities Master Fund Lp | Hedge Fund | $73.6M | $10.0M | 4 |
| Lord Abbett Institutional High Yield Trust | Other Private Fund | $42.0M | $1.0M | 1 |
| Lord Abbett Bank Loan Trust | Other Private Fund | $20.7M | $1.0M | 3 |
From Form ADV Section 7.B private fund reporting.
Retirement plans served (31)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Local 734 Pension Fund | Board Of Trustees Local 734 Pension Fund | 32 | $50.4M | 10/01/2024 |
| Int'l Brotherhood Of Electrical Workers' Pension Benefit Fund | International Brotherhood Of Electrical Workers' Pension Benefit Fund | 472,935 | $2.8B | 07/01/2024 |
| Community Resources For Independence, Inc. 401(k) Profit Sharing Plan | Community Resources For Independence, Inc. | 315 | $12.5M | 07/01/2024 |
| Laborers Local 1298 Of Nassau & Suffolk Counties Pension Fund | Board Of Trustees Local 1298 Pension Fund | 1,224 | $479M | 07/01/2024 |
| Metal Trades Branch Local 638 Pension Fund | Metal Trades Branch Local 638 Pension Fund | 3,224 | $1.0B | 07/01/2024 |
| 32 Bj School Workers Pension Fund | Board Of Trustees Of The 32 Bj School Workers Pension Fund | 5,309 | $625M | 07/01/2024 |
| Sheet Metal Workers Local Union No. 80 Pension Fund | Trustees Of Sheet Metal Workers Local Union No. 80 Pension Fund | 1,348 | $422M | 06/01/2024 |
| Barley Snyder Profit Sharing Plan | Barley Snyder Llp | 214 | $32.2M | 01/01/2024 |
| Heavy & General Laborers' Local Unions 472 & 172 Of Nj Annuity Plan | Bd Of Trustees Heavy & General Laborers' Of Nj Annuity Fund | 9,133 | $1.6B | 01/01/2024 |
| Eastern Atlantic States Carpenters Pension Fund | Board Of Trustees Eastern Atlantic States Carpenters Pension Fund | 12,161 | $5.0B | 01/01/2024 |
| Iam National Pension Fund | Board Of Trustees Of The I.A.M. National Pension Fund | 102,863 | $15.0B | 01/01/2024 |
| Eastern Atlantic States Carpenters Annuity Fund | Board Of Trustees Eastern Atlantic States Carpenters Annuity Fund | 14,943 | $2.2B | 01/01/2024 |
| Wells Fargo & Company Cash Balance Plan | Wells Fargo & Company | 40,642 | $8.3B | 01/01/2024 |
| Iron Workers Locals 40, 361 & 417 Pension Fund | Board Of Trustees Iron Workers Locals 40, 361 & 417 Pension Fund | 1,826 | $729M | 01/01/2024 |
| Stevens & Lee Savings Plan | Stevens & Lee | 385 | $281M | 01/01/2024 |
| Local 580 Pension Fund | Board Of Trustees Local 580 Pension Fund | 1,429 | $953M | 01/01/2024 |
| National Electrical Benefit Fund | Trustees Of The National Electrical Benefit Fund | 343,794 | $20.4B | 01/01/2024 |
| Saxton & Stump, Llc 401(k) Profit Sharing Plan | Saxton & Stump, Llc | 155 | $21.5M | 01/01/2024 |
| Pavers & Road Builders Dc Annuity Fund | Pavers & Road Builders Dc Annuity Fund | 3,024 | $343M | 01/01/2024 |
| National Electrical Annuity Plan | Trustees Of The National Electrical Annuity Plan | 89,789 | $18.1B | 01/01/2024 |
| Iuoe Local 30 Pension Fund | Bd Of Trustees Iuoe Local 30 Pension Fund | 2,514 | $367M | 01/01/2024 |
| Oge Energy Corp. Retirement Plan | Oge Energy Corp. | 730 | $281M | 01/01/2024 |
| Plumbers & Steamfitters Pension Fund Local Union 373 | Board Of Trustees Local Union 373 U.A. Pension Fund | 228 | $79.9M | 01/01/2024 |
| Teamsters Local 456 Annuity Fund | Board Of Trustees Local 456 Annuity Fund | 1,046 | $254M | 01/01/2024 |
| Westchester Teamsters Local 456 Pension Fund | Board Of Trustees Local 456 Pension Fund | 868 | $266M | 01/01/2024 |
Top 25 of 31 plans by assets.
From Form 5500 service-provider disclosures.
Foundations & charities (1)
| Organization | Type | Assets | As of |
|---|---|---|---|
| Van Andel Institute | Public charity | $2.2B | 11/30/2024 |
From IRS Form 990 investment-management-fee disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 12/22/2025 | 3.38 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for investment companies
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Other services
Custody
Reported custodians
- Merrill Lynch $11.4B (4% of AUM) Dec 2025
- BNY Mellon $6.3B (2% of AUM) Dec 2025
- Morgan Stanley $5.5B (2% of AUM) Dec 2025
- Mizuho Trust And Banking Co (Usa) (Mhtny) $3.3B (2% of AUM) Apr 2018
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Dec 22, 2025.
View current Form ADV (SEC/IAPD) ↗