Mount Lucas Index Advisers LLC
Mount Lucas Index Advisers LLC is an SEC-registered ria in Newtown, PA with $170.3M assets under management (AUM, regulatory AUM), -49% over one year. See who owns Mount Lucas Index Advisers LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 310820, SEC 801-119730, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $170.3M (2026-03-30)
- Firm type
- Ria
- Location
- Newtown, PA
- CRD
- 310820
- Ownership
- MOUNT LUCAS MANAGEMENT LP; COX, GREGORY, J; OKLAHOMA STATE UNIVERSITY FOUNDATION; RUDDEROW, TIMOTHY, JOHN; MEHLING, JAMES, ALBAN
How much AUM does Mount Lucas Index Advisers LLC have?
Mount Lucas Index Advisers LLC reported $170.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Mount Lucas Index Advisers LLC?
Disclosed owners and executives of Mount Lucas Index Advisers LLC include MOUNT LUCAS MANAGEMENT LP, COX, GREGORY, J, OKLAHOMA STATE UNIVERSITY FOUNDATION, RUDDEROW, TIMOTHY, JOHN, MEHLING, JAMES, ALBAN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.