MOUNT LUCAS MANAGEMENT LP
C35
CRD 108255·SEC 801-28254·NEWTOWN, PA
AUM
$1.30B
$1B+
Est. Revenue
$13.0M
@ 1% on AUM
Est. EBITDA
$3.9M
@ 30% margin
Est. Deal Value
$31.3M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $1.25B
'21 · $1.11B
'22 · $1.33B
'23 · $1.29B
'25 · $1.12B
'26 · $1.30B
'20'26
$1.25B → $1.30B▲ +4%
Operations
Advisory staff (5-yr trend)
'20 · 5 advisors
'21 · 5 advisors
'22 · 5 advisors
'23 · 5 advisors
'25 · 5 advisors
'26 · 5 advisors
'20'26
5 advisors → 5 advisors▬ 0%
Branches
—
Custodian & Brokerage
Services offered
Portfolio mgmt — individualsPortfolio mgmt — investment companiesPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Edgar Form D Offerings
2026-01-162026-01-16 · 0000890729-26-000001
2025-01-022025-01-02 · 0000890729-25-000001
Compliance & brand
All other collected signals (17)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
405 SOUTH STATE STREETNEWTOWN, PA 18940
Business
405 SOUTH STATE STREETNEWTOWN, PA 18940
Edgar Recent Filings
D/A2026-01-16 · 0000890729-26-000001
D/A2025-01-02 · 0000890729-25-000001