Form D · Other Investment Fund

Lord Abbett Short Duration Credit Trust

Jersey City, NJ · CIK 0001653088

Offering snapshot reported Jul 29, 2026 · SEC filing

Reported sold
$624M
Indefinite offering
Investors reported
17
Form D · investor count
Minimum accepted
$5M
Reported outside-investor minimum
First sale
Sep 3, 2015
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$312M$624MSep 10, 2021: $263,750,000.00Sep 10, 2021Sep 21, 2022: $263,750,000.00Sep 21, 2022Sep 25, 2023: $263,750,000.00Sep 25, 2023Jul 29, 2026: $623,900,000.00Jul 29, 2026

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported sold$263,750,000 → $623,900,000
  • Reported investors3 → 17
  • Minimum accepted$1,000,000 → $5,000,000

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jul 29, 2026Amendment$623,900,000$360,150,000vs Sep 25, 202317SEC filing
Aug 11, 2025Amendment$741,531,375No comparisonNot reportedSEC filing
Sep 25, 2023Amendment$263,750,000$0vs Sep 21, 20223SEC filing
Sep 21, 2022Amendment$263,750,000$0vs Sep 10, 20213SEC filing
Sep 10, 2021Amendment$263,750,000No comparisonNot reportedSEC filing
Sep 11, 2020Amendment$263,750,000$125,000,000vs Sep 13, 20193SEC filing
Sep 13, 2019Amendment$138,750,000$0vs Sep 13, 20183SEC filing
Sep 13, 2018Amendment$138,750,000$0vs Sep 13, 20173SEC filing
Sep 13, 2017Amendment$138,750,000$8,500,000vs Sep 15, 20163SEC filing
Sep 15, 2016Amendment$130,250,000$100,240,000vs Sep 15, 20152SEC filing
Sep 15, 2015Initial$30,010,000No comparison2SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-247623

Sales compensation recipients

Scroll to see all columns →

RecipientCRDAssociated broker-dealer
n/aNone

Source: Form D, filed Jul 29, 2026. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

LORD ABBETT SHORT DURATION CREDIT TRUST

Investment adviser: LORD, ABBETT & CO. LLC

Gross asset value
$827M
Beneficial owners
10
ADV minimum commitment
$1M

Reported in Form ADV on Dec 22, 2025. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator STATE STREET BANK AND TRUST COMPANY BOSTON, Massachusetts, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor DELOITTE & TOUCHE LLP NEW YORK, New York, United States
Custodian STATE STREET BANK AND TRUST COMPANY BOSTON, Massachusetts, United States Related to adviser: No
Marketer LORD ABBETT DISTRIBUTOR LLC JERSEY CITY, New Jersey, United States Related to adviser: Yes
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes

DELOITTE & TOUCHE LLP
PCAOB 34

STATE STREET BANK AND TRUST COMPANY
LEI 571474TGEMMWANRLN572

LORD ABBETT DISTRIBUTOR LLC
CRD 530 · SEC 8-216

Filing source

Form ADV 2028918 · Dec 22, 2025 · Schedule D 7.B.(1), fund 805-6053693464

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
NameReported role
N/A Lord Abbett Distributor Promoter
N/A Lord Abbett Distributor Llc Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
C/O Lord, Abbett & Co. Llc 30 Hudson Street
Jersey City, NJ, 07302