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Lord Abbett Small Cap Growth Trust

Other Private FundFund ID 805-9501763748New Hampshire, United States
Gross assets
$142.7M
Min. investment
$1M
Beneficial owners
3
Size rank
Top 37%
Audited
Yes
Structure
Standalone

About this fund

Lord Abbett Small Cap Growth Trust is a other private fund managed by Lord, Abbett & Co. LLC. The fund reports $142.7 million in gross assets, placing it among the top 37% of private funds by size. The stated minimum investment is $1 million. Its financial statements are audited annually. Private funds are not required to publicly disclose returns; Form ADV reports assets, structure, and service providers, shown above.

Fund details

Fund ID805-9501763748
Fund typeOther Private Fund — POOLED FUND
3(c)(1) exclusionNo
3(c)(7) exclusionYes
Master fundNo
Feeder fundNo
Fund of fundsNo
Relies on exemption from registrationYes
Annual auditYes
Prepared per GAAPYes
Sub-advisedNo
% of assets independently valued100%

Other funds from this manager

FundTypeGross assets
Lord Abbett Institutional Core Plus Total Return TrustOther Private$849.2M
Lord Abbett Short Duration Credit TrustOther Private$826.5M
Lord Abbett Institutional Core Fixed Income TrustOther Private$786.1M
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Frequently asked questions

How large is Lord Abbett Small Cap Growth Trust?

Lord Abbett Small Cap Growth Trust reports $142.7 million in gross assets, among the top 37% of private funds by size.

What is the minimum investment for Lord Abbett Small Cap Growth Trust?

The stated minimum investment is $1 million.

Who manages Lord Abbett Small Cap Growth Trust?

Lord Abbett Small Cap Growth Trust is managed by Lord, Abbett & Co. LLC.

Does Lord Abbett Small Cap Growth Trust disclose returns?

No. Private funds are not required to publicly disclose performance. Form ADV reports assets, structure, and service providers.

Manager

L
Jersey City, NJ

Service providers

Prime broker
None reported
Custodian
Administrator
Auditor
Marketer

Reported gross assets

$142.7M▲ 33%
Jan '25 — $107MFeb '25 — $107MMar '25 — $107MApr '25 — $107MMay '25 — $107MJun '25 — $107MJul '25 — $107MAug '25 — $107MSep '25 — $107MOct '25 — $107MNov '25 — $107MDec '25 — $142.7MJan '26 — $142.7MFeb '26 — $142.7MMar '26 — $142.7MApr '26 — $142.7MMay '26 — $142.7MJun '26 — $142.7M
Jan '25Form ADV, monthlyJun '26

How this fund compares

Gross assetsTop 37%
Larger than 63% of 67,041 private funds
Gross assets vs Other Private FundsTop 34%
Larger than 66% of 8,892 other private funds
Minimum investmentTop 33%
Higher than 67% of funds reporting a minimum

Investor base

Adviser & related persons1%
Funds of funds%
Non-U.S. persons%
Share of the fund's beneficial ownership reported on Form ADV. Categories can overlap.