Mount Lucas Index Advisers LLC

Overview

Mount Lucas Index Advisers LLC is an SEC-registered institutional registered investment adviser formed as an LLC in 2020. The firm serves institutional clients and is organized to provide portfolio management services for investment companies while also operating as a CPO/CTA, indicating involvement with commodity-pool or commodity-trading activities. Its business model charges fees as a percentage of assets under management and it reports that it is not a capital allocator — strategies appear to be implemented internally rather than through manager-of-managers relationships. The firm is not positioned as an ESG investor and does not report multi-state adviser status.

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Location & Offices