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MOUNT LUCAS MANAGEMENT LP
CRD 108255File 801-28254
APPROVED
Custody
Filing as of Jun 10, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.30B
Above cohort median (national)
Discretionary AUM
$1.30B
Clients
10
12 accounts
Employees
15
Above cohort median in PA
Identity & registration
ADV Item 1- Organization form
- Limited Partnership
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Oct 23, 1986
- Principal office
- 405 SOUTH STATE STREET, NEWTOWN, PA, 18940
- Phone
- 267-759-3500
- Website
- HTTP://WWW.MTLUCAS.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.30B
- Discretionary AUM
- $1.30B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 12
- Non-discretionary accounts
- 0
- Total accounts
- 12
- AUM per client
- $130.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | Not reported |
| Non-U.S. persons | Fewer than 5 | Not reported |
| Insurance companies | Fewer than 5 | Not reported |
| Investment companies | 1 | $48.9M |
| Charitable organizations | Fewer than 5 | Not reported |
| Other investment advisers | Fewer than 5 | Not reported |
| High net worth individuals | Fewer than 5 | $2.6M |
| Pooled investment vehicles | 4 | $320.6M |
| Banking or thrift institutions | Fewer than 5 | Not reported |
| Pension and profit sharing plans | Fewer than 5 | Not reported |
| State or municipal government entities | 5 | $931.4M |
| Individuals (other than high net worth individuals) | Fewer than 5 | Not reported |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 7 | 10 | increased by3 |
| Apr 1, 2026 | AUM | $1,120,600,000 | $1,303,500,000 | increased by$182,900,000 |
| Apr 1, 2026 | Accounts | 13 | 12 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 11 | 7 | decreased by4 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,288,800,000 | $1,120,600,000 | decreased by$168,200,000 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 19 | 13 | decreased by6 |
| Apr 1, 2022 | Employees | 16 | 15 | decreased by1 |
| Apr 1, 2022 | Clients | 12 | 11 | decreased by1 |
| Apr 1, 2022 | AUM | $1,331,200,000 | $1,288,800,000 | decreased by$42,400,000 |
| Apr 1, 2022 | Accounts | 20 | 19 | decreased by1 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “MOUNT LUCAS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MOUNT LUCAS” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.