MOUNT LUCAS MANAGEMENT LP

405 South State Street
Newtown, Pennsylvania 18940
Tel: 267-759-3500

About MOUNT LUCAS MANAGEMENT LP

MOUNT LUCAS MANAGEMENT LP, formally registered with the SEC as MOUNT LUCAS MANAGEMENT LP. The firm was established in 10/23/1986. They have over 1 offices throughout the country.

MOUNT LUCAS MANAGEMENT LP is a Newtown, Pennsylvania based Financial Planning firm with nearly $1,144,600,000 assets under management, offering retirement planning & investment advisory services to 15 clients. The firm is staffed with 14 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	108255
SEC#	801-28254
Assets Managed by Firm	$1,144,600,000
No. of Clients	15
No. of Advisors	14

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	15	$1,144,600,000

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