MOUNT LUCAS MANAGEMENT LP
CRD #108255 SEC #801-28254 NEWTOWN, PA 267-759-3500
SEC Registered Private Funds
Total AUM
$1.1B
Discretionary
$1.1B
Employees
15
Clients
--
Accounts
13
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1.1B | $1.1B | $0 | 15 | 3 |
| Mar 2024 | $1.1B | $1.1B | $0 | 14 | 2 |
| Mar 2024 | $1.1B | $1.1B | $0 | 14 | 2 |
| Mar 2023 | $1.2B | $1.2B | $0 | 14 | 2 |
| Aug 2022 | $1.3B | $1.3B | $0 | 15 | 2 |
| Mar 2022 | $1.3B | $1.3B | $0 | 15 | 2 |
| Mar 2021 | $1.3B | $1.3B | $0 | 16 | 0 |
| Jun 2020 | $1.1B | $1.1B | $0 | 18 | 0 |
| Mar 2020 | $1.1B | $1.1B | $0 | 18 | 0 |
| Mar 2019 | $1.3B | $1.3B | $0 | 18 | 0 |
| Jan 2018 | $1.3B | $1.3B | $0 | 18 | 0 |
| Oct 2017 | $1.4B | $1.4B | $0 | 18 | 0 |
| May 2017 | $1.5B | $1.5B | $0 | 20 | 26 |
| Feb 2017 | $1.5B | $1.5B | $0 | 20 | 26 |
| Mar 2016 | $1.7B | $1.7B | $0 | 21 | 26 |
| Apr 2015 | $1.6B | $1.6B | $0 | 20 | 26 |
| Feb 2014 | $1.4B | $1.4B | $0 | 20 | 26 |
| Mar 2013 | $1.4B | $1.4B | $0 | 25 | 26 |
| Nov 2012 | $1.5B | $1.5B | $0 | 28 | 26 |
| Apr 2012 | $1.5B | $1.5B | $0 | 11 | 26 |
| Mar 2012 | $1.5B | $1.5B | $0 | 11 | 26 |
| Jun 2011 | $1.8B | $1.8B | $0 | -- | -- |
| Jun 2011 | $1.8B | $1.8B | $0 | -- | -- |
| Jun 2011 | $1.8B | $1.8B | $0 | -- | -- |
| Mar 2011 | $1.8B | $1.8B | $0 | -- | -- |
| Feb 2011 | $1.8B | $1.8B | $0 | -- | -- |
| Feb 2010 | $1.5B | $1.5B | $0 | -- | -- |
| Jul 2009 | $1.1B | $1.1B | $0 | -- | -- |
| Mar 2008 | $1.3B | $1.3B | $0 | -- | -- |
| Mar 2007 | $1.1B | $1.1B | $0 | -- | -- |
| Mar 2006 | $1.6B | $1.6B | $0 | -- | -- |
| Sep 2005 | $1.5B | $1.5B | $0 | -- | -- |
DateMar 2025
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees15
Clients3
DateMar 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees14
Clients2
DateMar 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees14
Clients2
DateMar 2023
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees14
Clients2
DateAug 2022
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees15
Clients2
DateMar 2022
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees15
Clients2
DateMar 2021
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees16
Clients0
DateJun 2020
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees18
Clients0
DateMar 2020
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees18
Clients0
DateMar 2019
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees18
Clients0
DateJan 2018
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees18
Clients0
DateOct 2017
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees18
Clients0
DateMay 2017
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees20
Clients26
DateFeb 2017
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees20
Clients26
DateMar 2016
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees21
Clients26
DateApr 2015
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees20
Clients26
DateFeb 2014
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees20
Clients26
DateMar 2013
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees25
Clients26
DateNov 2012
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees28
Clients26
DateApr 2012
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees11
Clients26
DateMar 2012
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees11
Clients26
DateJun 2011
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees--
Clients--
DateJun 2011
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees--
Clients--
DateJun 2011
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees--
Clients--
DateMar 2011
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees--
Clients--
DateFeb 2011
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees--
Clients--
DateFeb 2010
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees--
Clients--
DateJul 2009
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees--
Clients--
DateMar 2008
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees--
Clients--
DateMar 2007
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees--
Clients--
DateMar 2006
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees--
Clients--
DateSep 2005
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees--
Clients--