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MOUNT LUCAS MANAGEMENT LP
MOUNT LUCAS MANAGEMENT LP
NEWTOWN, Pennsylvania
·
7 registered advisors
·
CRD# 108255
SEC# 801-28254
0
267-759-3500
01
Firm Overview
AUM
$1.1B
Regulatory assets under management
Employees
14
Total firm employees
Advisors
7
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Investment Management
Retirement Planning
Wealth Management
04
Advisors at MOUNT LUCAS MANAGEMENT LP
7 registered advisors
Charles Crow
NEWTOWN, Pennsylvania
CRD# 1946882
David Aspell
NEWTOWN, Pennsylvania
CRD# 6473594
John Robert Oberkofler
NEWTOWN, Pennsylvania
CRD# 1164191
Kent Chen Huang
NEWTOWN, Pennsylvania
CRD# 4466537
Kevin Robert Reid
NEWTOWN, Pennsylvania
CRD# 3118391
Matthew Stephen Ennis
NEWTOWN, Pennsylvania
CRD# 5362523
Paul Richard Derosa
NEWTOWN, Pennsylvania
CRD# 1558416
05
Office Locations
NEWTOWN, Pennsylvania
7 advisors
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Data sourced from SEC Form ADV filings. MOUNT LUCAS MANAGEMENT LP (CRD# 108255) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.