Mount Lucas Management LP is an SEC registered investment adviser organized as a limited partnership with a primary office location in Newtown, PA. Its latest Form ADV filing, dated March 30, 2026, reports $1.3B in regulatory assets under management, 15 employees, and 12 accounts.
Assets Under Management
$1.3B
Employees
15
Offices
--
Total Clients
10
Primary office
NEWTOWN, PA
405 SOUTH STATE STREET, NEWTOWN, PA, United States
Portfolio management for individuals and small businesses
Portfolio management for investment companies
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentGovernment represent 50.0% of total clients.
Top client categories% of clientsClients
1
Government
50.0%
5
2
Pooled Investment Vehicles
40.0%
4
3
Investment Cos.
10.0%
1
Categories with <5 clients
Banking or thrift institutions<5 clients
Charitable Organizations<5 clients
Other categories<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.3Bas of March 30, 2026
Discretionary100.0%
$1.3B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.3B
Total Accounts12
10Y AUM Change$-217M (-14.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees15
Clients per Employee1:1
10Y Employee Change-5 (-25.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.