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MOUNT LUCAS MANAGEMENT LP
NEWTOWN, PA
267-759-3500
SEC #801-28254Total AUM
$1.3B
Employees
15Clients
19Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
405 SOUTH STATE STREET
NEWTOWN
PA 18940
United States
NEWTOWN
PA 18940
United States
Operating Hours
0830 - 1700
Monday - Friday
Monday - Friday
Phone
267-759-3500
Financials
Total AUM
$1.3B
Accounts
12Discretionary
$1.3B
Accounts
12Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
1AUM
$0
HNW Individual Clients
1AUM
$2.6M
Banking Clients
1AUM
$0
Investment Company Clients
1AUM
$48.9M
Pooled Vehicle Clients
4AUM
$320.6M
Pension/Profit Sharing Plan Clients
1AUM
$0
Charitable Organization Clients
1AUM
$0
Government Entity Clients
5AUM
$931.4M
Investment Advisor Clients
1AUM
$0
Insurance Company Clients
1AUM
$0
Sovereign Wealth Fund Clients
1AUM
$0
Corporation or Business Clients
1AUM
$0
Services
Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
None reported
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.