MOUNT LUCAS INDEX ADVISERS LLC
  • MOUNT LUCAS INDEX ADVISERS LLC

Adviser Profile

As of Date 03/30/2026
Registration SEC, Approved, 10/28/2020
ADV Location NEWTOWN, PA, United States
Contact Info 267 xxxxxxx
AUM* 170,299,594 -35%
of that, discretionary 170,299,594 -35%
Number of Employees
of those in investment advisory functions
Private Fund GAV* 0
Avg Account Size 170,299,594 -35%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm
- An investment adviser (or subadviser) to an investment company

Client Types

- Investment companies

Advisory Activities

- Portfolio management for investment companies

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

334M 287M 239M 191M 143M 96M 48M
2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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