|
⚲
|
| Message |
|---|
| hi!! I just updated the data, let me know if anything looks off, I'll fix it! |
| Mount Lucas Index Advisers LLC
✚
| |
|---|---|
| CRD # | 310820 |
| SEC # | 801-119730 |
| CIK # | |
| AUM | $334.3 M (2025-03-21) |
| Employees | |
| Phone | 267-759-3500 |
| Address | 405 South State Street Newtown, PA 18940 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 334.3 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1 | 334.3 |
| By Discretionary | ||
| Discretionary | 1 | 334.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1 | 334.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 334.3 | |
| Total | 1 | 334.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Decathlon Capital Management II LLC
✚
|
UT | 0.3 |
|
Trinity Investment Advisors LLC
✚
|
PA | 0.3 |
|
Outlander Management LLC
✚
|
0.3 | |
|
Elite Capital Management Group LLC
✚
|
0.3 | |
|
Universal Financial Services Inc
✚
|
PR | 0.3 |
|
Mutual of America Life Insurance Company
✚
|
NY | 0.3 |
|
Macquarie Capital Partners LLC
✚
|
NY | 0.3 |
|
Chanakya Capital Partners
✚
|
0.3 | |
|
Radian Investment Management LLC
✚
|
NY | 0.3 |
|
Guinness Atkinson Asset Management Inc
✚
|
CA | 0.3 |