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⚲
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| Mount Lucas Index Advisers LLC
✚
| |
|---|---|
| CRD # | 310820 |
| SEC # | 801-119730 |
| CIK # | |
| AUM | $260.1 MM (2024-03-18) |
| Employees | |
| Phone | 267-759-3500 |
| Address | 405 South State Street Newtown, PA 18940 |
| Source | [IAPD] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 260.1 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1 | 260.1 |
| By Discretionary | ||
| Discretionary | 1 | 260.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1 | 260.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 260.1 | |
| Total | 1 | 260.1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Prospector Partners Asset Management LLC
✚
|
CT | 0.3 |
|
Falcon Bridge Capital II LLC
✚
|
CA | 0.3 |
|
Panagram Capital Corporation Adviser LLC
✚
|
NY | 0.3 |
|
YON Drake & Associates Inc
✚
|
SC | 0.3 |
|
USCF Advisers LLC
✚
|
CA | 0.3 |
|
Embassy Asset Management LP
✚
|
NJ | 0.3 |
|
Amber Infrastructure Investment Advisor LLC
✚
|
NY | 0.3 |
|
Corazon Group LLC
✚
|
IL | 0.3 |
|
Altitude Crest Partners Inc
✚
|
CT | 0.3 |
|
Berkshire Capital Holdings Inc
✚
|
CA | 0.3 |