Data / Investment advisers / Pennsylvania / Mount Lucas Management LP
Mount Lucas Management LP, Newtown, PA: $1.3 billion AUM, SEC registered investment adviser
Mount Lucas Management LP is an SEC registered investment adviser with its main office in Newtown, Pennsylvania and reports $1.3 billion in regulatory assets under management in its Form ADV filed June 10, 2026. Its clients include state and municipal governments, pooled investment vehicles and investment companies. It is paid through a percentage of assets under management and performance based fees. It advises 1 private fund.
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- Registration
- SEC registered investment adviser
- CRD number
- 108255
- SEC file number
- 801-28254
- SEC status
- Approved, effective October 23, 1986
- Main office
- 405 South State Street, Newtown, PA 18940
- Phone
- (267) 759-3500
- Website
- mtlucas.com
- Regulatory AUM
- $1,303,500,000 in the Form ADV filed June 10, 2026
- Discretionary AUM
- $1,303,500,000
- Accounts
- 12
- Employees
- 15, of which 5 give investment advice
- Form of organization
- Limited Partnership
- Paid through
- a percentage of assets under management, performance based fees
- Private funds
- 1: 1 hedge fund
- Gross assets of private funds
- $201,805,592
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- June 10, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| State or municipal government entities | 5 | $931.4 million |
| Pooled investment vehicles | 4 | $320.6 million |
| Investment companies | 1 | $48.9 million |
| High net worth individuals | Fewer than 5 | $2.6 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $1.30 billion | March 30, 2026 |
| December 1, 2025 | $1.12 billion | March 21, 2025 |
Other advisers in Newtown
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Main Street Financial Solutions, LLC | Newtown | $2.51 billion | Not listed | adviserinfo.sec.gov |
| Miravast Asset Management, LLC | Newtown | $1.36 billion | 3 | adviserinfo.sec.gov |
| Insight Advisors, LLC | Newtown | $785.7 million | Not listed | adviserinfo.sec.gov |
| Jmac Enterprises LLC | Newtown | $722.4 million | Not listed | adviserinfo.sec.gov |
| Towercrest Capital Management, LLC | Newtown | $717.6 million | Not listed | adviserinfo.sec.gov |
| Bucks Capital Advisers | Newtown | $670.7 million | Not listed | adviserinfo.sec.gov |
| PW Nova Financial Services LLC | Newtown | $654.3 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Newtown, PA
- Investment advisers in Pennsylvania
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving state and municipal governments
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Mount Lucas Management LP on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.