MOUNT LUCAS MANAGEMENT LP
Firm details
- Headquarters
- NEWTOWN, Pennsylvania
- CRD number
- 108255
- Registered since
- October 23, 1986
- Website
- www.mtlucas.com
- Custodians
- THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, THE BANK OF NEW YORK MELLON
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- State / Municipal Government71.45%
- Pooled Investment Vehicles24.6%
- Investment Companies3.75%
- HNWI0.2%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Mount Lucas Management LP is a limited partnership that operates as a hedge fund and is registered with the SEC (registered in 1986). The firm serves primarily institutional clients and functions in roles that include commodity pool operator/commodity trading advisor (CPO/CTA) and portfolio management across individuals, pooled vehicles, investment companies and institutional accounts. Its compensation model combines an asset-based fee with performance-based fees. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- US Government Bonds85%
- Derivatives15%
Owners & executives
3 of 5DAVID ASPELL
Co-Chief Investment Officer, PartnerCRD 6473594
GREGORY COX
Chief Financial OfficerCRD 6314524
GERALD PRIOR III
Chief Operating OfficerCRD 5892835
Contacts
3 of 5PAUL DEROSA
Managing PartnerCRD 1558416
KENT HUANG
Partner and Portfolio ManagerCRD 4466537
ROGER ALCALY
Chairman & Managing PartnerCRD 1227685
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 63Active vs passive
$189M in ETFs
98%
$185M
0%
$3.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO S&P 500 PURE VALUE ETF (RPV) | Invesco | Passive | Large Value | $29.9M | 278,712 | 15.86% |
Location
NEWTOWN, PA
BUCKS
Location
NEWTOWN, PA
Headquartered in NEWTOWN, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- BUCKS
- Address
- 405 S State St
- Time zone
- ET (UTC-5)
- Office locations
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