SourcingSourcing

LORD, ABBETT & CO. LLC

C32
CRD 110391·SEC 801-6997·JERSEY CITY, NJ
AUM
$270.39B
$1B+
Est. Revenue
$2.70B
@ 1% on AUM
Est. EBITDA
$811.2M
@ 30% margin
Est. Deal Value
$6.49B
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
LORD, ABBETT & CO. LLC
CRD
110391
SEC file #
801-6997
EIN
000000000
DBA names
—

Economics

AUM
$270.39B
AUM band
$1B+
AUM trajectory
'20'26
$208.38B → $270.39B▲ +30%
Client mix
Individuals Other19,064
Individuals High Net Worth6,000
Corporations478
Investment Companies69
Pension Profit Sharing Plans66

Operations

Employees (total)
821
Advisory staff (per ADV)
191
Advisory staff (5-yr trend)
'20'26
194 advisors → 191 advisors▼ -2%
Primary office
JERSEY CITY NJ
Branches
—

Custodian & Brokerage

Primary custodian
State Streetlow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — investment companiesPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
12/22/2025
ADV-W filed at
—
Website
lordabbett.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
SIEG, DOUGLAS, BLOOM
Top Owner Pct
17.5
Top Owner Entity Kind
I
Owner Count
6
Control Persons
SIEG, DOUGLAS, BLOOM
FOSTER, DARIA, LOPRESTI
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
LORDABBETT.COM
Rdap Domain Creation Date
1996-03-27T05:00:00Z
Rdap Firm Age Years
30
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
51
Form 5500 Total Participants
881
Form 5500 Total Compensation
9,502,302
Form 5500 Compensation Trajectory 3y
20257,574,103
20261,928,199
20240
Form 5500 Plan Count Trajectory 3y
202531
202611
20249
Schedule C Total Compensation
9,502,302
Schedule C Service Provider Rows
51

SEC EDGAR

Edgar Cik
0001129291
Edgar Registered
Yes
Edgar Filing Count
86
Edgar First Filing Date
2002-07-16
Edgar Last Filing Date
2009-05-13
Edgar 13f Count
20
Edgar 13f Latest AUM Estimate
Filing Date2008-02-06
Accession0001019687-08-000458
Edgar Former Names
MET INVESTORS ADVISORY CORP

Compliance & brand

Firm Registration Status
active

All other collected signals (18)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
50
Bc Firm Active IA Count
50
Bc Firm IAR Count
50
Custodian Candidates
Full
State Street66
Lpl Financial9
Charles Schwab8
Morgan Stanley7
Raymond James4
Edgar Addresses
Business
610 NEWPORT CENTER DRSUITE 1350NEWPORT BEACH, CA 92660
Edgar EIN
000000000
Edgar Recent Filings
13F-NT2009-05-13 · 0001193125-09-109714
SC 13G2009-04-15 · 0001193125-09-079739
Fee Schedule
Bracket Iv58
Bracket Vii11
Bracket Vi10
Bracket X7
Bracket Iii5
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-03-28T04:00:00Z
Rdap Domain Last Changed
2025-01-27T07:09:32Z
Rdap Nameservers
A1-149.akam.netA13-64.akam.netA18-65.akam.netA20-66.akam.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
2261001
Trust Company Affiliate
Yes

People (56)

56
SIEG, DOUGLAS, BLOOM
Direct Owner · 17.5%
2261001
FOSTER, DARIA, LOPRESTI
Direct Owner · 17.5%
2811548
LYNCH, SUSAN, E
Direct Owner · 7.5%
4603906
FANNON, ANGELA, L
Executive Officer · 2.5%
4282126
PICCIOTTO, MARY, ANN
Executive Officer · 2.5%
4235357
STUZIN, RANDOLPH, ARTHUR
Executive Officer · 2.5%
4645056
JASON KENNETH SAAS
IAR
4370047
MATTHEW RYAN DECICCO
IAR
4001413
BRUCE EARL GOVER
IAR
4563138
Brianne Marie Hughes
IAR
7431714
William D. Diedrich
IAR
7432974
JASON THOMAS ORR
IAR
5002543
DAVID MICHAEL CORMANN
IAR
4964317
ADAM SETH BACKMAN
IAR
4791572
MELISSA J BROOKS
IAR
5067917
MICHAEL BRANDAN GRATALE
IAR
4697862
BRITTON REES BUSBY
IAR
4268506
BRENDAN MARTIN WARD
IAR
5798754
JOSEPH PATRICK DWYER
IAR
4825643
COLLIN PATRICK CROTTY
IAR
4560971
Maria Rae Squatrito
IAR
7526914
JAMES HAWES CASLER
IAR
4890421
NICHOLAS C CAMPBELL
IAR
5913225
ZACHARY JOHN SCHLEIMER
IAR
5980590
NEIL WILLIAM SUTTON
IAR
4876595
STEPHEN ANTHONY HILLEBRECHT
IAR
2200180
MARC DANIEL FURGANG
IAR
2619277
Andrew David D'Souza
IAR
3222194
Brianna Joelle Price
IAR
7340574
Liam Patrick Hynes
IAR
7430019
KEVIN BOSCO
IAR
4821690
GEOFFREY A GIMBER
IAR
6438280
DEREK ANTHONY CINQUEMANI
IAR
4913523
MICHAEL A CANFORA
IAR
6310438
Caroline Deane Di Maggio
IAR
6683203
LEVI LEVENTE MISKOLCZI
IAR
3052609
ALAN RODERICK KURTZ
IAR
3272563
JUSTIN R ROHN
IAR
3234628
ANDREAS KARELIS
IAR
4086739
JEREMY ADAM KAUFMANN
IAR
5561891
BRENNAN ANDREW KELLY
IAR
5953462
JORDAN MATTHEW MCCANN
IAR
5495175
PAUL RICHARD SALIERNO
IAR
5953501
JOHN ROBERT ORWIG
IAR
4975424
PATRICK JAMES LAYNG
IAR
4073224
Andrew James Williams
IAR
7635800
Alexander Neal Maglaque
IAR
7595903
Andrew Morrisey
IAR
7962501
Alexandra Kildunne
IAR
7595894
Robert Joseph Frawley
IAR
7145663
EVAN MICHAEL CALVO
IAR
5950405
Brandon Thomas Miller
IAR
6967074
McKenna Marie Nolan
IAR
7709400
Gavin Einfeldt
IAR
7961808
BRONISLAV BUKHAR
IAR
5009030
Hastings Cade Hanshaw
IAR
8141222