MOUNT LUCAS INDEX ADVISERS LLC

CRD #310820 SEC #801-119730 NEWTOWN, PA 267-759-3500

SEC Registered

Total AUM

$334.3M

Discretionary

$334.3M

Employees

Clients

Accounts

Firm Details

Organization Type: Limited Liability Company
State of Formation: Delaware
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Mar 21, 2025
Branch Offices: 0
LEI: 54930056IRLQT3KF8069

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
COX, GREGORY, J	I	CHIEF COMPLIANCE OFFICER	NA	Control
COX, GREGORY, J	I	CHIEF COMPLIANCE OFFICER	NA	Control
COX, GREGORY, J	I	CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER	NA	Control
COX, GREGORY, J	I	CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER	NA	Control
COX, GREGORY, J	I	CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER	NA	Control
COX, GREGORY, J	I	CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER	NA	Control
COX, GREGORY, J	I	CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER	NA	Control
FOUNDATION FOR THE MCKNIGHT CENTER FOR THE PERFORMING ARTS	DE	MEMBER	NA
MEHLING, JAMES, ALBAN	I	CHIEF FINANCIAL OFFICER OF MANAGING MEMBER	NA	Control
MEHLING, JAMES, ALBAN	I	CHIEF FINANCIAL OFFICER OF MANAGING MEMBER	NA	Control
MEHLING, JAMES, ALBAN	I	CONTROLLER OF MANAGING MEMBER	NA	Control
MEHLING, JAMES, ALBAN	I	CONTROLLER OF MANAGING MEMBER	NA	Control
MEHLING, JAMES, ALBAN	I	CONTROLLER OF MANAGING MEMBER	NA	Control
MEHLING, JAMES, ALBAN	I	CONTROLLER OF MANAGING MEMBER	NA	Control
MEHLING, JAMES, ALBAN	I	CONTROLLER OF MANAGING MEMBER	NA	Control
PRIOR III, GERALD	I	CHIEF OPERATING OFFICER OF MANAGING MEMBER	NA	Control
PRIOR III, GERALD	I	CHIEF OPERATING OFFICER OF MANAGING MEMBER	NA	Control
PRIOR III, GERALD	I	CHIEF OPERATING OFFICER OF MANAGING MEMBER	NA	Control
PRIOR III, GERALD	I	CHIEF OPERATING OFFICER OF MANAGING MEMBER	NA	Control
PRIOR III, GERALD	I	CHIEF OPERATING OFFICER OF MANAGING MEMBER	NA	Control
PRIOR III, GERALD	I	CHIEF OPERATING OFFICER OF MANAGING MEMBER	NA	Control
PRIOR III, GERALD	I	CHIEF OPERATING OFFICER OF MANAGING MEMBER	NA	Control
RUDDEROW, TIMOTHY, JOHN	I	CHIEF EXECUTIVE OFFICER OF MANAGING MEMBER	NA	Control
RUDDEROW, TIMOTHY, JOHN	I	CHIEF EXECUTIVE OFFICER OF MANAGING MEMBER	NA	Control
RUDDEROW, TIMOTHY, JOHN	I	CHIEF EXECUTIVE OFFICER OF MANAGING MEMBER	NA	Control
RUDDEROW, TIMOTHY, JOHN	I	CHIEF EXECUTIVE OFFICER OF MANAGING MEMBER	NA	Control
RUDDEROW, TIMOTHY, JOHN	I	CHIEF EXECUTIVE OFFICER OF MANAGING MEMBER	NA	Control
RUDDEROW, TIMOTHY, JOHN	I	CHIEF EXECUTIVE OFFICER OF MANAGING MEMBER	NA	Control
RUDDEROW, TIMOTHY, JOHN	I	CHIEF EXECUTIVE OFFICER OF MANAGING MEMBER	NA	Control
MOUNT LUCAS MANAGEMENT LP	DE	MEMBER	E	Control
MOUNT LUCAS MANAGEMENT LP	DE	MEMBER	E	Control
MOUNT LUCAS MANAGEMENT LP	DE	MEMBER	E	Control
MOUNT LUCAS MANAGEMENT LP	DE	MEMBER	E	Control
MOUNT LUCAS MANAGEMENT LP	DE	MEMBER	E	Control
MOUNT LUCAS MANAGEMENT LP	DE	MEMBER	E	Control
MOUNT LUCAS MANAGEMENT LP	DE	MEMBER	E	Control
OKLAHOMA STATE UNIVERSITY FOUNDATION	DE	MEMBER	B
OKLAHOMA STATE UNIVERSITY FOUNDATION	DE	MEMBER	B
OKLAHOMA STATE UNIVERSITY FOUNDATION	DE	MEMBER	B
OKLAHOMA STATE UNIVERSITY FOUNDATION	DE	MEMBER	B
OKLAHOMA STATE UNIVERSITY FOUNDATION	DE	MEMBER	B
OKLAHOMA STATE UNIVERSITY FOUNDATION	DE	MEMBER	B
OKLAHOMA STATE UNIVERSITY FOUNDATION	DE	MEMBER	B

Indirect Owners (Schedule B)

Name	Type	Entity	Ownership	Control
MLM LLC	DE	MOUNT LUCAS MANAGEMENT LP	F	Control
MLM LLC	DE	MOUNT LUCAS MANAGEMENT LP	F	Control
MLM LLC	DE	MOUNT LUCAS MANAGEMENT LP	F	Control
MLM LLC	DE	MOUNT LUCAS MANAGEMENT LP	F	Control
MLM LLC	DE	MOUNT LUCAS MANAGEMENT LP	F	Control
MLM LLC	DE	MOUNT LUCAS MANAGEMENT LP	F	Control
MOUNT LUCAS MANAGEMENT CORPORATION	DE	MOUNT LUCAS MANAGEMENT LP	E	Control
MOUNT LUCAS MANAGEMENT CORPORATION	DE	MOUNT LUCAS MANAGEMENT LP	E	Control
MOUNT LUCAS MANAGEMENT CORPORATION	DE	MOUNT LUCAS MANAGEMENT LP	E	Control
ALCALY, ROGER, ELLIS	I	MLM LLC	C	Control
ALCALY, ROGER, ELLIS	I	MLM LLC	C	Control
IX, RAYMOND, E	I	MLM LLC	C	Control
IX, RAYMOND, E	I	MLM LLC	C	Control
PRIOR III, GERALD	I	MLM LLC	C	Control
PRIOR III, GERALD	I	MLM LLC	C	Control
RUDDEROW, TIMOTHY, JOHN	I	MLM LLC	C	Control
RUDDEROW, TIMOTHY, JOHN	I	MLM LLC	C	Control

Registrations

Federal

Mar 21, 2025 REGISTERED

Notice Filings (1)

Address

405 SOUTH STATE STREET
NEWTOWN, PA 18940
United States

Phone: 267-759-3500