MOUNT LUCAS MANAGEMENT LP
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $1.30B |
| Discretionary | $1.30B100% of AUM |
| Client Accounts | 12 |
| Avg Account Size | $108.6M |
| Employees | 15 |
| Peak AUM | $1.84BFeb 2011 |
| AUM CAGR | +5.3% /yrover 25 yrs · 40 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.3B | +16.3% | +2.1% | 0.4% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $1.30B |
| Discretionary | $1.30B |
| Employees | 15 |
| Client Accounts | 12 |
Contact & Location
Address
405 SOUTH STATE STREET
NEWTOWN PA 18940
Phone
267-759-3500
Filing History
40 ADV Part 1 submissions
Fee Structure
% of AUMPerformance Fees
Advisory Services
Portfolio Mgmt (Individuals)Portfolio Mgmt (Pooled)Portfolio Mgmt (Institutional)Pension Consulting
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$1.3B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Non-US Client AUM
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Pooled Vehicles
Government
Other
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank Custody
Related Entities (Item 7)
Investment Adviser