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 (registered since 1970) that serves both individual/family and institutional clients. The firm is structured as a limited liability company and is classified in the source data as a hedge fund, though its activities span traditional portfolio management for individuals, pooled vehicles and institutions. It operates as a CPO/CTA and maintains relationships with broker-dealers and other investment advisers. Fee arrangements include asset-based fees and performance-based fees. The firm does not identify as an active ESG investor and is not listed as a multi-state adviser in the provided 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 5DOUGLAS SIEG
CEO and Managing PartnerCRD 2261001
Andrew D'Souza
Partner, Chief Marketing OfficerCRD 3222194
ANGELA FANNON
Partner, CFOCRD 4282126
Contacts
3 of 200Brett 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
$106M in ETFs
54%
$57.3M
46%
$48.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO SENIOR LOAN ETF (BKLN) | Invesco | Passive | Bank Loan | $57.3M | 2,809,062 | 54.12% |
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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