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limited partner in the 10% to 25% ownership band and a control person, since January 2011."},{"label":"Timothy Rudderow","detail":"Chairman, director of general partner; limited partner in the 10% to 25% ownership band and a control person, since February 2015."},{"label":"Raymond IX","detail":"Director of general partner; limited partner in the 10% to 25% ownership band and a control person, since January 2011."},{"label":"Gerald Prior III","detail":"Chief investment officer; chief operating officer, director of general partner; limited partner in the 10% to 25% ownership band and a control person, since February 2015."},{"label":"David Aspell","detail":"Chief investment officer; director of general partner; limited partner in the 10% to 25% ownership band, since January 2015."},{"label":"Kent Huang","detail":"Chief risk officer; limited partner in the 5% to 10% ownership band, since January 2015."},{"label":"Gregory Cox","detail":"Chief financial officer and chief compliance officer; 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They include 5 state or municipal government entities, 4 pooled investment vehicles and 1 investment company.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 10 June 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Mount Lucas Management offer?","answer":"Mount Lucas Management provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled vehicles, and portfolio management for institutions.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Mount Lucas Management use?","answer":"Mount Lucas Management’s separately managed account assets are held at The Northern Trust Company (Chicago, IL), with $600M and The Bank of New York Mellon (New York, NY), with $311M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 10 June 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Mount Lucas Management have?","answer":"Mount Lucas Management has 0 investment adviser representatives registered with state securities authorities, out of 15 employees, and 5 perform investment advisory functions. 2 employees are registered representatives of a broker-dealer and 0 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Mount Lucas Management invest in?","answer":"At the end of its last fiscal year, Mount Lucas Management’s separately managed accounts held 85% U.S. government and agency bonds and 15% derivatives. It advises 1 private fund.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Mount Lucas Management?","answer":"Mount Lucas Management’s direct owners are Roger Alcaly, Timothy Rudderow, Raymond IX, Gerald Prior III, David Aspell, Kent Huang, Gregory Cox and Matthew Ennis, each holding 25% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 10 June 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Mount Lucas Management get paid?","answer":"Mount Lucas Management is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Mount Lucas Management?","answer":"Mount Lucas Management’s main office is at 405 South State Street, Newtown, PA 18940. Its phone number is 267-759-3500. 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