Mount Lucas Index Advisers LLC
● SEC registered since 2020CRD 310820SEC# 801-119730Newtown, PA
Reg. AUM
$170.3M
Employees
—
Accounts
1
Location
Newtown, PA
Mount Lucas Index Advisers LLC assets under management
Mount Lucas Index Advisers LLC is an SEC-registered investment adviser based in Newtown, PA. The firm has been registered since 2020. It reports $170.3 million in regulatory assets under management.
Mount Lucas Index Advisers LLC owners & executives
12 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Aspell Control | Cio Global Macro Of The Managing Member | Under 5% | 2025 |
| Gerald Lewis Prior III Control | Cio Managed Futures, Coo Of Managing Member | Under 5% | 2015 |
| Gregory John Cox Control | Chief Financial Officer And Chief Compliance Officer | Under 5% | 2020 |
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Join to unlock · $37/moFrequently asked questions
How much does Mount Lucas Index Advisers LLC manage?
Mount Lucas Index Advisers LLC reports $170.3 million in regulatory assets under management on its Form ADV.
Where is Mount Lucas Index Advisers LLC located?
Mount Lucas Index Advisers LLC is based in Newtown, PA and has been SEC-registered since 2020.
Does Mount Lucas Index Advisers LLC disclose fund performance?
Mount Lucas Index Advisers LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 405 South State Street, Newtown, PA 18940 |
| Phone | 267-759-3500 |
| Fax | 267-759-3501 |
| Office hours | 9a.m.-5p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$170.3M▼ 49%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 80%
Larger than 20% of 16,271 advisers
Assets under management
$170.3Mregulatory AUM
Discretionary $170.3M