The MOUNT LUCAS MANAGEMENT LP is a privately held investment adviser that advises $1.47Bn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. MOUNT LUCAS MANAGEMENT LP is a Public/Private Fund Assets increased by 2.83% over the last 5-years.
The Group has been registered with the SEC for 39.8 years and is comprised of 2 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 405 SOUTH STATE STREET, NEWTOWN, PENNSYLVANIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 3 US and Non-US bodies.
They have 15 employees comprised of 5 investment and 10 non-investment staff. The total number of Employees decreased by 6.25% over the last 5-years.
Their $1.47Bn in assets advised are owned by 4 private funds, 1 public fund and BDCs and 5 other accounts. Assets of Government Entities and Pension Plans clients own $931.4mn or 63.2% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $320.6mn or 21.75% of Total Assets.
The Group's top investment strategies include Quantitative Trading, representing 100% of total assets, respectively.
They advise 3 types of clients, top clients are Government Entities and Pension Plans and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 1 Fund Administrators, 1 Fund Auditors, 1 Prime Brokers, 2 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees and performance-based fees.
MOUNT LUCAS MANAGEMENT LP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.