Mount Lucas Management LP
● SEC registered since 1986CRD 108255SEC# 801-28254Newtown, PA
Ranks #2,687 of 6,030 private fund managers by regulatory AUM.
Reg. AUM
$1.3B
Fund GAV
$201.8M
Private funds
1
Employees
15
Accounts
12
Location
Newtown, PA
Mount Lucas Management LP assets under management
Mount Lucas Management LP is a registered investment adviser overseen by the SEC based in Newtown, PA. The firm has been registered since 1986. It reports $1.3 billion in regulatory assets under management and employs 15 people. Mount Lucas Management LP manages 1 private fund with combined gross assets of $201.8 million, including Peak Partners LP. By regulatory assets, it ranks 2,687 of 6,030 private fund managers.
Mount Lucas Management LP private funds
1 funds · $201.8M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Peak Partners LP | Hedge | $201.8M | $250K |
Mount Lucas Management LP owners & executives
11 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Aspell | Chief Investment Officer; Director Of General Partner; Limited Partner | 10-25% | 2015 |
| Gerald Lewis Prior III Control | Chief Investment Officer; Chief Operating Officer, Director Of General Partner; Limited Partner | 10-25% | 2015 |
| Gregory John Cox Control | Chief Financial Officer And Chief Compliance Officer; Limited Partner | 5-10% | 2017 |
| James Alban Mehling Control | Controller; Limited Partner | Under 5% | 2015 |
| Kent Chen Huang | Chief Risk Officer; Limited Partner | 5-10% | 2015 |
| Matthew Stephen Ennis | Head Trader; Limited Partner | 5-10% | 2018 |
| Mlm LLC Control | General Partner | Under 5% | 2011 |
| Paul Richard Derosa Control | Director Of General Partner; Limited Partner | Under 5% | 2011 |
| Raymond Edward IX Control | Director Of General Partner; Limited Partner | 10-25% | 2011 |
| Roger Ellis Alcaly Control | Director Of General Partner; Limited Partner | 10-25% | 2011 |
See all 11 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Mount Lucas Management LP manage?
Mount Lucas Management LP reports $1.3 billion in regulatory assets under management on its Form ADV.
How many private funds does Mount Lucas Management LP manage?
Mount Lucas Management LP manages 1 private funds with combined gross assets of $201.8 million.
How many employees does Mount Lucas Management LP have?
Mount Lucas Management LP reports 15 employees.
Where is Mount Lucas Management LP located?
Mount Lucas Management LP is based in Newtown, PA and has been SEC-registered since 1986.
Does Mount Lucas Management LP disclose fund performance?
Mount Lucas Management LP 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 | 0830 - 1700 |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1185072 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.3B▲ 16%
Mar '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 28%
Larger than 72% of 16,306 advisers
AUM vs fund managersTop 45%
Larger than 55% of 6,030 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 30%
More than 70% of 16,824 advisers
Assets under management
$1.3Bregulatory AUM
Discretionary $1.3B
Service providers
Auditor
Prime broker
Custodian
Administrator