Mount Lucas Management LP

RIASEC Registered

Total AUM

$1.3B

Discretionary

$1.3B

100% of AUM

Avg account

$109M

Accounts

Employees

Advisory reps

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

FINTRX

Overview

Mount Lucas Management LP is a hedge fund organized as a limited partnership that serves an institutional client base. The firm is SEC registered (registration year 1986) and operates as both an investment adviser and a commodity pool operator/commodity trading advisor (CPO/CTA). Its advisory services cover portfolio management for individuals and small businesses, investment companies, pooled vehicles, and other institutional or business clients. Compensation includes a percentage-of-AUM fee plus performance-based fees.