Mount Lucas Management LP

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Assets, Funds, Holdings

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Mount Lucas Management LP
CRD #108255
SEC #801-28254
CIK #1185072
AUM $1.2 BB (100% Disc, 58% US)
Employees18 (28% Investors, 6% Brokers)
Phone267-759-3500
Address405 South State Street
Newtown, PA 18940
Source IAPDexternal EDGARexternal Websiteexternal LinkedInexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
SHY 28.5
BBY 18,490.0 25.4
UNM 7,750.0 20.1
EWJ 14.2
VLO 34,860.0 11.9
MPC 39,880.0 11.3
GPS 9,940.0 11.2
KSS 11,480.0 11.1
XLU 11.1
XLY 11.1
View All
Holdings by Sector ($BB)
Type Private Fund Form D Sold ($MM) AUM ($MM)
HF MLM Symmetry Master Fund Ltd 2010-09-22external
0.0
64.2
Other MLM US Focused Equity Fund LLC 2009-04-13external
12.6
4.4
PE MLM Micro Cap Fund LP
2.6
HF Peak Offshore Master Fund Ltd
415.2
HF Peak Partners LP external
251.0
View All
Fund Directors # Filings # Firms 2011-2019
Mount Lucas Management LP 2 1
Timothy Rudderow 2 1
James Mehling 2 1
Raymond IX Jr 2 1
John Oberkofler 2 1
Roger Alcaly 2 1
Paul De Rosa 1 1
Paul Derosa 1 1
BNY Mellon Alternative Investments Services Ltd 1 1
Timothy Rudderow Sr 1 1
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