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Mount Lucas Management LP

● SEC registered since 1986CRD 108255SEC# 801-28254Newtown, PA
Export (members)
Ranks #2,539 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$1.12B
Fund GAV
$233.4M
Private funds
1
Employees
15
Accounts
13
Location
Newtown, PA

Mount Lucas Management LP assets under management

Mount Lucas Management LP is a registered investment adviser overseen by the SEC based in Newtown, PA. The firm has been registered since 1986. It reports $1.1 billion in regulatory assets under management and employs 15 people. Mount Lucas Management LP manages 1 private fund with combined gross assets of $233.4 million, including Peak Partners LP. By regulatory assets, it ranks 2,539 of 5,911 private fund managers.

Mount Lucas Management LP private funds

1 funds · $233.4M GAV
FundTypeGross assetsMin.
Peak Partners LPHedge$233.4M$250K

Mount Lucas Management LP owners & executives

11 reported
NameTitleOwnershipSince
David AspellCo Chief Investment Officer; Limited Partner10-25%2015
Gerald Lewis Prior III ControlChief Operating Officer, Director Of General Partner; Limited Partner10-25%2015
Gregory John Cox ControlChief Financial Officer And Chief Compliance Officer; Limited Partner5-10%2017
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Frequently asked questions

How much does Mount Lucas Management LP manage?

Mount Lucas Management LP reports $1.1 billion in regulatory assets under management on its Form ADV.

How many private funds does Mount Lucas Management LP manage?

Mount Lucas Management LP manages 1 private funds with combined gross assets of $233.4 million.

How many employees does Mount Lucas Management LP have?

Mount Lucas Management LP reports 15 employees.

Where is Mount Lucas Management LP located?

Mount Lucas Management LP is based in Newtown, PA and has been SEC-registered since 1986.

Does Mount Lucas Management LP disclose fund performance?

Mount Lucas Management LP 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 hours0830 - 1700
SEC regionPhiladelphia Regional Office (PLRO)
CIK1185072
Discloses disciplinary historyNo

Assets under management

Discretionary$1.12B
Non-discretionary$0
Total (RAUM)$1.12B

Service providers