PPrivate Fund Data Log in Join · $37/mo

Mount Lucas Index Advisers LLC

● SEC registered since 2020CRD 310820SEC# 801-119730Newtown, PA
Export (members)
Reg. AUM
$334.3M
Employees
Accounts
1
Location
Newtown, PA

Mount Lucas Index Advisers LLC assets under management

Mount Lucas Index Advisers LLC is an SEC-registered investment adviser based in Newtown, PA. The firm has been registered since 2020. It reports $334.3 million in regulatory assets under management.

Mount Lucas Index Advisers LLC owners & executives

11 reported
NameTitleOwnershipSince
Gerald Lewis Prior III ControlChief Operating Officer Of Managing MemberUnder 5%2015
Gregory John Cox ControlChief Financial Officer And Chief Compliance OfficerUnder 5%2020
James Alban Mehling ControlController Of Managing MemberUnder 5%2011
See all 11 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Mount Lucas Index Advisers LLC manage?

Mount Lucas Index Advisers LLC reports $334.3 million in regulatory assets under management on its Form ADV.

Where is Mount Lucas Index Advisers LLC located?

Mount Lucas Index Advisers LLC is based in Newtown, PA and has been SEC-registered since 2020.

Does Mount Lucas Index Advisers LLC disclose fund performance?

Mount Lucas Index Advisers LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address405 South State Street, Newtown, PA 18940
Phone267-759-3500
Fax267-759-3501
Office hours9a.m.-5p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$334.3M
Non-discretionary$0
Total (RAUM)$334.3M