MOUNT LUCAS MANAGEMENT LP

CRD 108255 · SEC 801-28254

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405 SOUTH STATE STREET, NEWTOWN, PA, 18940, United States

Phone

267-759-3500

Fax

267-759-3501

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.30B

Discretionary AUM

$1.30B

Team

15 total employees; 5 advisory reps; 3 broker-dealer reps

Clients

—

Fees

Percentage of AUM; Performance-based fees

Org form

Limited Partnership

Filing date

2026-06-10

Disciplinary history

Services

Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)

Client types

Type	Clients	AUM
Investment companies	1	$48.9M
Pooled investment vehicles	4	$320.6M
State/municipal entities	5	$931.4M

All web addresses on file

HTTP://WWW.MTLUCAS.COM
HTTPS://WWW.FACEBOOK.COM/MOUNT-LUCAS-MANAGEMENT-LP-359020364210381/
HTTPS://WWW.LINKEDIN.COM/COMPANY/MOUNT-LUCAS-MANAGEMENT/
https://x.com/mountlucasmgmt

Official SEC filing: View on IAPD