Mount Lucas Management LP

Mount Lucas Management LP (CRD# 108255) is a financial advisory firm headquartered in Newtown, PA. They manage $1,256,800,000 in 28 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,257
    MILLION
  • Total Number of Accounts
    28
    ACCOUNTS
  • Average Account Value
    $44,885,714
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

PA

Financial Advisors at Mount Lucas Management LP
No Advisor Found.
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