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| Mount Lucas Management LP
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|---|---|
| CRD # | 108255 |
| SEC # | 801-28254 |
| CIK # | 0001185072 |
| AUM | 1,303.5 M (2026-06-10) |
| Employees | 15 (33% Investors, 13% Brokers) |
| Phone | 267-759-3500 |
| Address | 405 South State Street Newtown, PA 18940 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Adobe Systems Inc | 8.5 | ||
| Intel Corp | 5.5 | ||
| Rocket Companies Inc | 4.6 | ||
| Yandex NV | 4.2 | ||
| IRIS Energy Ltd | 3.4 | ||
| AT&T Inc | 3.4 | ||
| Newmont Mining Corp /DE/ | 2.8 | ||
| Amerisourcebergen Corp | 2.7 | ||
| Loews Corp | 2.7 | ||
| Cardinal Health Inc | 2.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| HF | M2 Global Multi-Strategy Fund LP | [2021-03-19] | 15.0 M | 18.6 M |
| Offered $15,022,422 · Filed 2022-06-30 (D/A) · Exemption 506(b) · Minimum $100,000 · Duration More than one year · Net Assets Decline to Disclose | ||||
| PE | MLM Micro Cap Fund LP | 2015-04-01 | 2.6 M | |
| HF | MLM Symmetry Master Fund Ltd | [2012-11-15] | 64.2 M | |
| Filed 2019-06-03 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $1,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| Other | MLM US Focused Equity Fund LLC | [2012-03-29] | 12.6 M | 4.9 M |
| Offered $500,000,000 · Filed 2019-06-03 (D/A) · Exemption 506(b) · Minimum $1,000,000 · Remaining $487,438,932 · Duration More than one year · Revenue Decline to Disclose | ||||
| HF | Peak Offshore Master Fund Ltd | 2012-03-29 | 341.6 M | |
| HF | Peak Partners LP | [2012-03-29] | 201.8 M | |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 2.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 48.9 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 4 | 320.6 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 5 | 931.4 |
| (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 | 12 | 1,303.5 |
| By Discretionary | ||
| Discretionary | 12 | 1,303.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 12 | 1,303.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,303.5 | |
| Total | 12 | 1,303.5 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Timothy Rudderow | Executive Officer | 20 | 2 | |
| James Mehling | Executive Officer | 16 | 2 | |
| Mount Lucas Management LP | Promoter | 15 | 2 | |
| Raymond IX Jr | Executive Officer | 14 | 2 | |
| John Oberkofler | Executive Officer | 13 | 2 | |
| Roger Alcaly | Director | 13 | 2 | |
| Paul Derosa | Director | 9 | 2 | |
| Paul de Rosa | Director | 8 | 2 | |
| Timothy Rudderow SR | Director | 4 | 2 | |
| Bny Mellon Alternative Investments Services Ltd | Promoter | 3 | 2 | |
| View All | ||||
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001185072] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $1.4B |
| Clients | 3 |
| Serves | Institutional, Retail |
| Fund Types | Hedge Fund, Private Equity |
| LEI | 549300KGSSFB18TBWK88 |
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