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MOUNT LUCAS MANAGEMENT LP

Tel: 267-759-3500
405 South State Street
Newtown, Pennsylvania  18940

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MOUNT LUCAS MANAGEMENT LP

MOUNT LUCAS MANAGEMENT LP is a Newtown, Pennsylvania based financial advisory firm with nearly $1,144,600,000 in assets under management and provides investment advisory services for 15 clients. There are currently 14 financial advisors at the firm.

General Information

Advisory Services Provided:

Portfolio management for individuals and/or small businesses , Portfolio management for investment companies , Portfolio management for pooled investment vehicles , Portfolio management for businesses or institutional clients

Fee Structure:

A percentage of AUM, Performance Based

Firm CRD#:

108255

SEC#:

801-28254

No. of Clients:

15

Assets under Management

$1,144,600,000

No. of Advisors:

14

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