Mount Lucas Index Advisers LLC
Firm details
- Headquarters
- Newtown, Pennsylvania
- CRD number
- 310820
- Registered since
- October 28, 2020
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
Mount Lucas Index Advisers LLC is an SEC-registered institutional RIA formed as an LLC and registered in 2020. The firm’s mandate is institutional in scope: it provides portfolio management services specifically for investment companies and also operates in the commodity advisory space as a CPO/CTA. Fee billing is on a percentage-of-AUM basis. Mount Lucas Index Advisers is not structured as a capital allocator and does not identify as an active ESG investor.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 4
Timothy Rudderow
CEO & Chief Investment OfficerCRD 4339951
Gerald Prior Iii
Chief Operating OfficerCRD 5892835
David Aspell
Co-Chief Investment Officer, PartnerCRD 6473594
Contacts
1 of 1
James Mehling
PartnerCRD 830051
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Newtown, PA
Bucks
Location
Newtown, PA
Headquartered in Newtown, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Bucks
- Address
- 405 S State St
- Time zone
- ET (UTC-5)
- Office locations
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