Lord, Abbett & Co LLC
Firm details
- Headquarters
- Jersey City, New Jersey
- CRD number
- 110391
- Registered since
- November 7, 1970
- Website
- www.lordabbett.com
- Custodians
- MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, THE BANK OF NEW YORK MELLON, MORGAN STANLEY & CO. LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Investment Companies76.38%
- Pooled Investment Vehicles8.34%
- HNWI6.14%
- Individuals3.2%
- State / Municipal Government1.54%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Lord, Abbett & Co LLC is an SEC-registered investment adviser organized as an LLC and active since 1970. The firm serves both individual/family and institutional clients and provides portfolio management across retail accounts, pooled vehicles and investment companies. Its business mix includes portfolio management for individuals and institutions, and it also operates in CPO/CTA activities and maintains broker-dealer and other adviser affiliations. Fee arrangements include both percentage-of-AUM charges and performance-based fees. The firm is not identified as an active ESG investor in the source data.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- State & Local Bonds58%
- Non-Investment Grade Corp Bonds11%
- Investment Grade Corp Bonds10%
- Private Funds7%
- US Government Bonds5%
Owners & executives
3 of 5
Douglas Sieg
CEO and Managing PartnerCRD 2261001
Andrew D'souza
Partner, Chief Marketing OfficerCRD 3222194
Angela Fannon
Partner, CFOCRD 4282126
Contacts
3 of 201
Brett Conley
Advisor, ConsultantCRD 7788361
John Brennan
ConsultantCRD 8201278
Joseph Gallo
Account Management AssociateCRD 7770356
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 3Active vs passive
$80.9M in ETFs
71%
$57.4M
29%
$23.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO SENIOR LOAN ETF (BKLN) | Invesco | Passive | Bank Loan | $57.4M | 2,817,329 | 70.98% |
Location
Jersey City, NJ
Hudson
Location
Jersey City, NJ
Headquartered in Jersey City, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Hudson
- Address
- 30 Hudson St
- Time zone
- ET (UTC-5)
- Office locations
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