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MOUNT LUCAS INDEX ADVISERS LLC

NEWTOWN, PA · CRD 310820 · IAPD ↗ · 267-759-3500

$170.3MRegulatory AUM
0Advisory reps
0Employees
1Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

35
April 2026 — MOUNT LUCAS INDEX ADVISERS LLC reported RAUM down 49% ($334.3M -> $170.3M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
53
April 2025 — MOUNT LUCAS INDEX ADVISERS LLC reported RAUM up 28% ($260.1M -> $334.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.