LORD, ABBETT & COMPANY . LLC

HTTPS://WWW.PASSPORTPORTFOLIOS.COM JERSEY CITY, NJ Investment Advisor How do I update this listing?

Also known as:

  • LORD ABBETT & CO LLC
  • LORD ABBETT & CO
  • LORD ABBETT DISTRIBUTOR LLC /BD
  • LORD ABBETT & CO /BD

Lord, Abbett & Company . is based out of Jersey City. Lord, Abbett & Company . is a registered investment advisory firm with 15836 clients and discretionary assets under management (AUM) of $181,009,190,805 (Form ADV from 2019-01-30). Their last reported 13F filing for Q1 2019 included $30,028,447,000 in managed 13F securities and a top 10 holdings concentration of 9.49%. Lord, Abbett & Company .'s largest holding is Chevron Corp. (Standard Oil of California) with shares held of 2,836,612. Whalewisdom has at least 84 13F filings, 4 13D filings, 1266 13G filings, and 1 Form 4 filings

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03/31/2019

13F Sector Allocation Over Time

03/31/2019

13F Activity

  • Market Value $30.028 Billion
  • Prior Market Value $27.387 Billion
  • New Purchases85 stocks
  • Additional Purchases237 stocks
  • Sold out of150 stocks
  • Reduced holdings in353 stocks
  • Top 10 Holdings % 9.49 %
  • Turnover % [1]:33.91%
  • Turnover Alt % [2]: 20.42 %
  • Time Held Top20:7.30 quarters
  • Time Held Top10:9.40 quarters
  • Time Held All:13.26 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-05-15

Performance for Q1 2019: 4.22%
Performance Last 4 Quarters: 6.52%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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13F Filings Available:
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)
  • 2017-09-30 - 13F-HR (Subscription required)
  • 2017-06-30 - 13F-HR/A (Subscription required)
  • 2017-06-30 - 13F-HR (Subscription required)
  • 2017-03-31 - 13F-HR (Subscription required)
  • 2016-12-31 - 13F-HR (Subscription required)
  • 2016-09-30 - 13F-HR (Subscription required)
  • 2016-06-30 - 13F-HR (Subscription required)
  • 2016-03-31 - 13F-HR (Subscription required)
  • 2015-12-31 - 13F-HR (Subscription required)
  • 2015-09-30 - 13F-HR (Subscription required)
  • 2015-06-30 - 13F-HR (Subscription required)
  • 2015-03-31 - 13F-HR (Subscription required)
  • 2014-12-31 - 13F-HR (Subscription required)
  • 2014-09-30 - 13F-HR (Subscription required)
  • 2014-06-30 - 13F-HR/A (Subscription required)
  • 2014-06-30 - 13F-HR (Subscription required)
  • 2014-03-31 - 13F-HR (Subscription required)
  • 2013-12-31 - 13F-HR/A (Subscription required)
  • 2013-12-31 - 13F-HR (Subscription required)
  • 2013-09-30 - 13F-HR (Subscription required)
  • 2013-06-30 - 13F-HR (Subscription required)
  • 2013-03-31 - 13F-HR (Subscription required)
  • 2012-12-31 - 13F-HR (Subscription required)
  • 2012-09-30 - 13F-HR (Subscription required)
  • 2012-06-30 - 13F-HR (Subscription required)
  • 2012-03-31 - 13F-HR (Subscription required)
  • 2011-12-31 - 13F-HR (Subscription required)
  • 2011-09-30 - 13F-HR (Subscription required)
  • 2011-06-30 - 13F-HR (Subscription required)
  • 2011-03-31 - 13F-HR (Subscription required)
  • 2010-12-31 - 13F-HR (Subscription required)
  • 2010-09-30 - 13F-HR (Subscription required)
  • 2010-06-30 - 13F-HR (Subscription required)
  • 2010-03-31 - 13F-HR (Subscription required)
  • 2009-12-31 - 13F-HR (Subscription required)
  • 2009-09-30 - 13F-HR (Subscription required)
  • 2009-06-30 - 13F-HR (Subscription required)
  • 2009-03-31 - 13F-HR (Subscription required)
  • 2008-12-31 - 13F-HR/A (Subscription required)
  • 2008-12-31 - 13F-HR (Subscription required)
  • 2008-09-30 - 13F-HR (Subscription required)
  • 2008-06-30 - 13F-HR (Subscription required)
  • 2008-03-31 - 13F-HR (Subscription required)
  • 2007-12-31 - 13F-HR (Subscription required)
  • 2007-09-30 - 13F-HR (Subscription required)
  • 2007-06-30 - 13F-HR (Subscription required)
  • 2007-03-31 - 13F-HR (Subscription required)
  • 2006-12-31 - 13F-HR (Subscription required)
  • 2006-09-30 - 13F-HR (Subscription required)
  • 2006-06-30 - 13F-HR (Subscription required)
  • 2006-03-31 - 13F-HR (Subscription required)
  • 2005-12-31 - 13F-HR/A (Subscription required)
  • 2005-12-31 - 13F-HR (Subscription required)
  • 2005-09-30 - 13F-HR (Subscription required)
  • 2005-06-30 - 13F-HR (Subscription required)
  • 2005-03-31 - 13F-HR (Subscription required)
  • 2004-12-31 - 13F-HR (Subscription required)
  • 2004-09-30 - 13F-HR (Subscription required)
  • 2004-06-30 - 13F-HR (Subscription required)
  • 2004-03-31 - 13F-HR (Subscription required)
  • 2003-12-31 - 13F-HR (Subscription required)
  • 2003-09-30 - 13F-HR/A (Subscription required)
  • 2003-09-30 - 13F-HR/A (Subscription required)
  • 2003-09-30 - 13F-HR (Subscription required)
  • 2003-06-30 - 13F-HR (Subscription required)
  • 2003-03-31 - 13F-HR (Subscription required)
  • 2002-12-31 - 13F-HR (Subscription required)
  • 2002-09-30 - 13F-HR/A (Subscription required)
  • 2002-09-30 - 13F-HR (Subscription required)
  • 2002-06-30 - 13F-HR (Subscription required)
  • 2002-03-31 - 13F-HR (Subscription required)
  • 2001-12-31 - 13F-HR (Subscription required)
  • 2001-09-30 - 13F-HR/A (Subscription required)
  • 2001-09-30 - 13F-HR (Subscription required)
  • 2001-06-30 - 13F-HR (Subscription required)
  • 2001-03-31 - 13F-HR/A (Subscription required)
  • 2001-03-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

LORD, ABBETT & CO. LLC
Classified as Hedge Fund
90 HUDSON STREET
JERSEY CITY NJ    07302-3973
Country: United States

Business Phone: 201-827-2000
Fax: 201-536-3979
Professional Investment Advisor Data
SEC Registration as : Investment advisor to an investment company
Form of Organization: Limited Liability Company
Organized in: DE
Number of employees: 783
Other Business Activities: commodity pool operator or commodity trading advisor
Advisor Fees/Compensation: Percentage of assets under management,Fixed fees,Performance-based fees
Amount of client funds and securities:
Total Number of Clients: 15836
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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LORD, ABBETT & CO. LLC

ownership team - last updated 2019-01-30
Name Title Start Date Direct/Indirect % Ownership
DOW, ROBERT, STANLEY NON-EXECUTIVE MEMBER 10/01/2012 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
LORD, ABBETT & CO. LLC NON-EXECUTIVE MEMBER direct 2012-10-01
LORD, ABBETT & CO. GENERAL PARTNER direct 1986-10-01 2001-11-05
LORD, ABBETT & CO. PARTNER direct 2002-07-01 2002-08-09
LORD, ABBETT & CO. LLC MEMBER direct 2002-07-01 2004-02-09
LORD, ABBETT & CO. LLC MEMBER/CHIEF EXECUTIVE OFFICER direct 2002-07-01 2007-01-03
LORD, ABBETT & CO. LLC MEMBER/SENIOR PARTNER direct 2007-10-01 2010-04-13
LORD, ABBETT & CO. LLC MEMBER, SENIOR PARTNER direct 2007-10-01 2012-03-14
FOSTER, DARIA, LOPRESTI NON-EXECUTIVE MEMBER 04/01/2018 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
LORD, ABBETT & CO. LLC MEMBER, MANAGING PARTNER direct 2007-10-01
LORD, ABBETT & CO. GENERAL PARTNER direct 1996-10-01 2001-11-05
LORD, ABBETT & CO. PARTNER direct 2002-07-01 2002-08-09
LORD, ABBETT & CO. LLC MEMBER direct 2002-07-01 2007-01-03
LYNCH, SUSAN, E NON-EXECUTIVE MEMBER 07/01/2002 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
LORD, ABBETT & CO. LLC NON-EXECUTIVE MEMBER direct 1997-01-01
LORD, ABBETT & CO. LLC NON-EXECUTIVE MEMBER direct 2002-07-01
LORD ABBETT & CO. LLC NON-EXECUTIVE MEMBER direct 2002-10-01
MCGILL, JOSEPH, MICHAEL MEMBER, CHIEF COMPLIANCE OFFICER 01/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
UBS GLOBAL ASSET MANAGEMENT (US) INC. CHIEF COMPLIANCE OFFICER direct 2003-09-01
UBS GLOBAL ASSET MANAGEMENT (AMERICAS) INC. CHIEF COMPLIANCE OFFICER direct 2003-09-01
LORD, ABBETT & CO. LLC CHIEF COMPLIANCE OFFICER direct 2014-01-01
LORD, ABBETT & CO. LLC MEMBER, CHIEF COMPLIANCE OFFICER direct 2014-01-01
DSI INTERNATIONAL MANAGEMENT, INC. CHIEF COMPLIANCE OFFICER direct 2003-09-01
DSI INTERNATIONAL MANAGEMENT, INC. CHIEF COMPLIANCE OFFICER direct 2006-09-01
SIEG, DOUGLAS, BLOOM MEMBER, MANAGING PARTNER 04/01/2018 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
LORD, ABBETT & CO. LLC MEMBER, CLIENT SERVICES direct 2014-10-01
LORD, ABBETT & CO. GENERAL PARTNER direct 2001-10-01 2001-11-05
LORD, ABBETT & CO. PARTNER direct 2002-07-01 2002-08-09
LORD, ABBETT & CO. LLC MEMBER direct 2002-07-01 2005-10-28
LEE, ROBERT, ANDREW MEMBER AND CHIEF INVESTMENT OFFICER 10/01/2016 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
LORD ABBETT & CO. LLC MEMBER direct 2002-10-01
LORD, ABBETT & CO. LLC MEMBER AND CHIEF INVESTMENT OFFICER direct 2016-10-01
STOLLER, LAWRENCE, BRUCE MEMBER AND GENERAL COUNSEL 01/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
COHEN & STEERS CAPITAL MANAGEMENT, INC. SENIOR VICE PRESIDENT AND GENERAL COUNSEL direct 1999-03-01 2004-03-31
COHEN & STEERS CAPITAL MANAGEMENT, INC. SENIOR VICE PRESIDENT, GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER direct 1999-03-01 2004-08-13
COHEN & STEERS CAPITAL MANAGEMENT, INC. EXECUTIVE VICE PRESIDENT, GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER direct 2004-12-01 2006-03-30
PEREIRA, ANTONIO INTERIM CHIEF FINANCIAL OFFICER 01/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
LORD, ABBETT & CO. LLC INTERIM CHIEF FINANCIAL OFFICER direct 2019-01-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
LORD ABBETT HIGH YIELD TRUST United States 805-9185318787 Other Private Fund POOLED FUND 11,687,295 1,000,000
LORD ABBETT INTERNATIONAL SMALL CAP TRUST United States 805-7610316127 Other Private Fund POOLED FUND 141,629,695 1,000,000
LORD ABBETT SHORT DURATION CREDIT TRUST United States 805-6053693464 Other Private Fund POOLED FUND 144,802,504 1,000,000
LORD ABBETT BANK LOAN TRUST United States 805-5665927076 Other Private Fund POOLED FUND 116,512,022 1,000,000

LORD, ABBETT & CO. LLC

ownership team - last updated 2018-12-21
Name Title Start Date Direct/Indirect % Ownership
DOW, ROBERT, STANLEY NON-EXECUTIVE MEMBER 10/01/2012 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
LORD, ABBETT & CO. LLC NON-EXECUTIVE MEMBER direct 2012-10-01
LORD, ABBETT & CO. GENERAL PARTNER direct 1986-10-01 2001-11-05
LORD, ABBETT & CO. PARTNER direct 2002-07-01 2002-08-09
LORD, ABBETT & CO. LLC MEMBER direct 2002-07-01 2004-02-09
LORD, ABBETT & CO. LLC MEMBER/CHIEF EXECUTIVE OFFICER direct 2002-07-01 2007-01-03
LORD, ABBETT & CO. LLC MEMBER/SENIOR PARTNER direct 2007-10-01 2010-04-13
LORD, ABBETT & CO. LLC MEMBER, SENIOR PARTNER direct 2007-10-01 2012-03-14
FOSTER, DARIA, LOPRESTI NON-EXECUTIVE MEMBER 04/01/2018 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
LORD, ABBETT & CO. LLC MEMBER, MANAGING PARTNER direct 2007-10-01
LORD, ABBETT & CO. GENERAL PARTNER direct 1996-10-01 2001-11-05
LORD, ABBETT & CO. PARTNER direct 2002-07-01 2002-08-09
LORD, ABBETT & CO. LLC MEMBER direct 2002-07-01 2007-01-03
KAPLAN, LAWRENCE, HAROLD MEMBER AND GENERAL COUNSEL 10/01/2005 Direct less than 5%
Fund Name Position direct/indirect start date end date
LORD, ABBETT & CO. LLC MEMBER AND GENERAL COUNSEL direct 2005-10-01
LORD, ABBETT & CO. GENERAL PARTNER direct 2001-10-01 2001-11-05
LORD, ABBETT & CO. PARTNER direct 2002-07-01 2002-08-09
LORD ABBETT & CO. LLC MEMBER direct 2002-07-01 2004-02-09
LORD, ABBETT & CO. LLC MEMBER/DEPUTY GENERAL COUNSEL direct 2002-07-01 2005-03-31
LORD, ABBETT & CO. LLC MEMBER/GENERAL COUNSEL direct 2005-10-01 2010-04-13
LORD, ABBETT & CO. LLC MEMBER, GENERAL COUNSEL direct 2005-10-01 2013-08-01
LORD, ABBETT & CO. LLC MEMBER, GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER direct 2005-10-01 2013-12-13
LYNCH, SUSAN, E NON-EXECUTIVE MEMBER 07/01/2002 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
LORD, ABBETT & CO. LLC NON-EXECUTIVE MEMBER direct 1997-01-01
LORD, ABBETT & CO. LLC NON-EXECUTIVE MEMBER direct 2002-07-01
LORD ABBETT & CO. LLC NON-EXECUTIVE MEMBER direct 2002-10-01
MCGILL, JOSEPH, MICHAEL MEMBER, CHIEF COMPLIANCE OFFICER 01/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
UBS GLOBAL ASSET MANAGEMENT (US) INC. CHIEF COMPLIANCE OFFICER direct 2003-09-01
UBS GLOBAL ASSET MANAGEMENT (AMERICAS) INC. CHIEF COMPLIANCE OFFICER direct 2003-09-01
LORD, ABBETT & CO. LLC CHIEF COMPLIANCE OFFICER direct 2014-01-01
LORD, ABBETT & CO. LLC MEMBER, CHIEF COMPLIANCE OFFICER direct 2014-01-01
DSI INTERNATIONAL MANAGEMENT, INC. CHIEF COMPLIANCE OFFICER direct 2003-09-01
DSI INTERNATIONAL MANAGEMENT, INC. CHIEF COMPLIANCE OFFICER direct 2006-09-01
SIEG, DOUGLAS, BLOOM MEMBER, MANAGING PARTNER 04/01/2018 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
LORD, ABBETT & CO. LLC MEMBER, CLIENT SERVICES direct 2014-10-01
LORD, ABBETT & CO. GENERAL PARTNER direct 2001-10-01 2001-11-05
LORD, ABBETT & CO. PARTNER direct 2002-07-01 2002-08-09
LORD, ABBETT & CO. LLC MEMBER direct 2002-07-01 2005-10-28
LEE, ROBERT, ANDREW MEMBER AND CHIEF INVESTMENT OFFICER 10/01/2016 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
LORD ABBETT & CO. LLC MEMBER direct 2002-10-01
LORD, ABBETT & CO. LLC MEMBER AND CHIEF INVESTMENT OFFICER direct 2016-10-01
DOUCETTE, BERNARD, MATTHEW MEMBER, CHIEF FINANCIAL OFFICER 03/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
LORD, ABBETT & CO. LLC MEMBER, CHIEF FINANCIAL OFFICER direct 2018-03-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
LORD ABBETT HIGH YIELD TRUST United States 805-9185318787 Other Private Fund POOLED FUND 11,687,295 1,000,000
LORD ABBETT INTERNATIONAL SMALL CAP TRUST United States 805-7610316127 Other Private Fund POOLED FUND 141,629,695 1,000,000
LORD ABBETT SHORT DURATION CREDIT TRUST United States 805-6053693464 Other Private Fund POOLED FUND 144,802,504 1,000,000
LORD ABBETT BANK LOAN TRUST United States 805-5665927076 Other Private Fund POOLED FUND 116,512,022 1,000,000

LORD, ABBETT & CO. LLC

ownership team - last updated 2018-04-16
Name Title Start Date Direct/Indirect % Ownership
DOW, ROBERT, STANLEY NON-EXECUTIVE MEMBER 10/01/2012 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
LORD, ABBETT & CO. LLC NON-EXECUTIVE MEMBER direct 2012-10-01
LORD, ABBETT & CO. GENERAL PARTNER direct 1986-10-01 2001-11-05
LORD, ABBETT & CO. PARTNER direct 2002-07-01 2002-08-09
LORD, ABBETT & CO. LLC MEMBER direct 2002-07-01 2004-02-09
LORD, ABBETT & CO. LLC MEMBER/CHIEF EXECUTIVE OFFICER direct 2002-07-01 2007-01-03
LORD, ABBETT & CO. LLC MEMBER/SENIOR PARTNER direct 2007-10-01 2010-04-13
LORD, ABBETT & CO. LLC MEMBER, SENIOR PARTNER direct 2007-10-01 2012-03-14
FOSTER, DARIA, LOPRESTI NON-EXECUTIVE MEMBER 04/01/2018 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
LORD, ABBETT & CO. LLC MEMBER, MANAGING PARTNER direct 2007-10-01
LORD, ABBETT & CO. GENERAL PARTNER direct 1996-10-01 2001-11-05
LORD, ABBETT & CO. PARTNER direct 2002-07-01 2002-08-09
LORD, ABBETT & CO. LLC MEMBER direct 2002-07-01 2007-01-03
KAPLAN, LAWRENCE, HAROLD MEMBER AND GENERAL COUNSEL 10/01/2005 Direct less than 5%
Fund Name Position direct/indirect start date end date
LORD, ABBETT & CO. LLC MEMBER AND GENERAL COUNSEL direct 2005-10-01
LORD, ABBETT & CO. GENERAL PARTNER direct 2001-10-01 2001-11-05
LORD, ABBETT & CO. PARTNER direct 2002-07-01 2002-08-09
LORD ABBETT & CO. LLC MEMBER direct 2002-07-01 2004-02-09
LORD, ABBETT & CO. LLC MEMBER/DEPUTY GENERAL COUNSEL direct 2002-07-01 2005-03-31
LORD, ABBETT & CO. LLC MEMBER/GENERAL COUNSEL direct 2005-10-01 2010-04-13
LORD, ABBETT & CO. LLC MEMBER, GENERAL COUNSEL direct 2005-10-01 2013-08-01
LORD, ABBETT & CO. LLC MEMBER, GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER direct 2005-10-01 2013-12-13
LYNCH, SUSAN, E NON-EXECUTIVE MEMBER 07/01/2002 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
LORD, ABBETT & CO. LLC NON-EXECUTIVE MEMBER direct 1997-01-01
LORD, ABBETT & CO. LLC NON-EXECUTIVE MEMBER direct 2002-07-01
LORD ABBETT & CO. LLC NON-EXECUTIVE MEMBER direct 2002-10-01
MCGILL, JOSEPH, MICHAEL MEMBER, CHIEF COMPLIANCE OFFICER 01/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
UBS GLOBAL ASSET MANAGEMENT (US) INC. CHIEF COMPLIANCE OFFICER direct 2003-09-01
UBS GLOBAL ASSET MANAGEMENT (AMERICAS) INC. CHIEF COMPLIANCE OFFICER direct 2003-09-01
LORD, ABBETT & CO. LLC CHIEF COMPLIANCE OFFICER direct 2014-01-01
LORD, ABBETT & CO. LLC MEMBER, CHIEF COMPLIANCE OFFICER direct 2014-01-01
DSI INTERNATIONAL MANAGEMENT, INC. CHIEF COMPLIANCE OFFICER direct 2003-09-01
DSI INTERNATIONAL MANAGEMENT, INC. CHIEF COMPLIANCE OFFICER direct 2006-09-01
SIEG, DOUGLAS, BLOOM MEMBER, MANAGING PARTNER 04/01/2018 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
LORD, ABBETT & CO. LLC MEMBER, CLIENT SERVICES direct 2014-10-01
LORD, ABBETT & CO. GENERAL PARTNER direct 2001-10-01 2001-11-05
LORD, ABBETT & CO. PARTNER direct 2002-07-01 2002-08-09
LORD, ABBETT & CO. LLC MEMBER direct 2002-07-01 2005-10-28
LEE, ROBERT, ANDREW MEMBER AND CHIEF INVESTMENT OFFICER 10/01/2016 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
LORD ABBETT & CO. LLC MEMBER direct 2002-10-01
LORD, ABBETT & CO. LLC MEMBER AND CHIEF INVESTMENT OFFICER direct 2016-10-01
GRZELAK, BERNARD, JAMES MEMBER AND CHIEF OPERATIONS OFFICER 10/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
LORD, ABBETT & CO. LLC MEMBER AND CHIEF OPERATIONS OFFICER direct 2016-10-01
LAZARD ASSET MANAGEMENT CANADA INC TREASURER direct 2001-02-01 2002-03-28
DOUCETTE, BERNARD, MATTHEW MEMBER, CHIEF FINANCIAL OFFICER 03/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
LORD, ABBETT & CO. LLC MEMBER, CHIEF FINANCIAL OFFICER direct 2018-03-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
LORD ABBETT INTERNATIONAL SMALL CAP TRUST United States 805-7610316127 Other Private Fund POOLED FUND 145,220,381 1,000,000
LORD ABBETT SHORT DURATION CREDIT TRUST United States 805-6053693464 Other Private Fund POOLED FUND 148,868,381 1,000,000
LORD ABBETT BANK LOAN TRUST United States 805-5665927076 Other Private Fund POOLED FUND 87,139,372 1,000,000
LORD ABBETT GROUP TRUST United States 805-5171761289 Other Private Fund GROUP TRUST 91,207,298 1,000,000

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