# Lord Abbett: portfolio, investments and team

> Lord Abbett is a growth equity based in United States. 1 investment on record, 1 in the last 12 months, latest Aug 2026.

Source: https://millionrounds.com/fund/lord-abbett (Millionrounds; every figure on the page links to its filing or article)

United States · [Investor](https://millionrounds.com/investors)

# Lord Abbett

Last cheque observed Aug 2026; 1 cheques on record.

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Growth equity Deploying now New fund $6.4M, Jul 2026

Series D Consulting

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Deploying now

**100%** of best year **1** **cheques in 12 months**, 1 on record

Since the last cheque **93** days **00** hrs **00** min **00** sec

Median round **$170M** Rounds led **0 of 1**

Pitch Lord Abbett

## Lord Abbett highlights

- 01 1 cheques in the last 12 months
- 02 Mostly Series D: 100% of its rounds

## What they do

- **Type:** Growth equity (from a list, unverified)
- **Cheque size:** Not stated
- **Sectors:** Consulting
- **Based in:** Jersey City, United States
- **Cold pitches:** Not stated

## The record

Every round we can evidence, newest first **1 appearances**

- **2026** 1 round
- **Aug** **[CAIS](https://millionrounds.com/company/cais)** Series D · US · Fintech Global **$170M** With 7 others

An announcement gives the size of the round, not the size of this investor's cheque: the only rounds that imply a cheque are those where they were the sole named investor.

## The team

Named by the firm itself, on a filing, its Form ADV or its company registration **16 named**

AL **Angela L Fannon** Chief Financial Officer i Form ADV

DL **Daria Lopresti Foster** Non-Executive Member i Form ADV

DB **Douglas Bloom Sieg** Chief Executive Officer i Form ADV

JK **Jennifer Karam** Executive Officer i Filing they signed

JS **John Schaffer** Director i Filing they signed

JS **John Shaffer** Director i Filing they signed

LS **Lisa Shalett** Director i Filing they signed

LA **Lord Abbett Distributor** The promoter is a company, not an individual. The promoter is the placement agent for Lord Abbett Private Credit Fund. i Filing they signed

MA **Mary Ann Picciotto** Global Chief Compliance Officer i Form ADV

RA **Randolph Arthur Stuzin** Chief Legal Officer i Form ADV

SD **Salvatore Dona** Chief Financial Officer and Treasurer i Filing they signed

SF **Sharon French** Director i Filing they signed

SK **Stephan Kuppenheimer** Executive Officer, Director i Filing they signed

SR **Steven Rocco** Director i Filing they signed

SE **Susan E Lynch** Non-Executive Member i Form ADV

VL **Vincent Lu** Executive Officer i Filing they signed

We also hold **15** people at this firm from the lists this database was built from: a weaker source than the filings, since a list does not say when a title ended. Login to see them.

## What the register says

From the firm's own filings with the SEC, which it must file accurately by law

**$302B** assets it manages, 4 advisers combined Oct 2026

**Registered** investment adviser full reporting to the SEC

- **Legal name:** LORD Abbett Private Credit Advisor LLC
- **SEC number:** CRD 332700

Funds on its Form ADV

**8** private funds, **$1.7B** in gross assets · filed Dec 2024

Pooled fund **7** Hedge **1**

- Lord Abbett Short Duration Credit Trust *Pooled fund* 2 investors $649M
- Lord Abbett Institutional Core Plus Total Return Trust *Pooled fund* 1 investor $457M
- Lord Abbett Committed Capital Management - Custom Liquidity Credit Trust *Pooled fund* 1 investor $176M
- Lord Abbett International Small CAP Trust *Pooled fund* 2 investors $145M
- Lord Abbett Small CAP Growth Trust *Pooled fund* 2 investors $107M
- Lord Abbett Credit Opportunities Master Fund L.P. *Hedge* 4 investors $74M
- Lord Abbett Institutional High Yield Trust *Pooled fund* 1 investor $42M
- Lord Abbett BANK LOAN Trust *Pooled fund* 3 investors $21M

New fund on file

**$6.4M**

raised in Jul 2026

From its SEC filing, not a journalist: a firm that has just raised has money to deploy.

## The cheque

Series D

Median round joined **$170M** the round, not its cheque

Led 0 of 1 rounds **0%**

- **Sole investor:** Never alone
- **Last cheque:** Aug 2026

Rounds by stage said on their site

- Series D *1*

Cheques by month Led Joined

Dec 2023 Nov 2026

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## Recently backed

The latest companies Lord Abbett put money into.

[**CAIS** $170M · Aug 2026](https://millionrounds.com/company/cais)

## Quick answers about Lord Abbett

### What does Lord Abbett invest in?

Lord Abbett invests most often at Series D (100% of the rounds on record), in sectors such as Consulting.

### How active is Lord Abbett?

1 investments on record, 1 of them in the last 12 months. The most recent was in Aug 2026.

### What has Lord Abbett invested in recently?

Its most recent investments on record: CAIS (Series D, Aug 2026).

### How big are Lord Abbett's cheques?

The median round it joins is $170M.

### Is Lord Abbett investing now?

Yes: it is actively investing, with 1 investments in the last 12 months.

### What kind of investor is Lord Abbett?

Lord Abbett is a growth equity firm based in Jersey City, United States.

### How much does Lord Abbett manage?

About $302B, as regulatory assets under management, 4 advisers added together (Oct 2026).

### Has Lord Abbett raised a new fund?

Its latest fund filing with the SEC was in Jul 2026, reporting $6.4M raised.

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