Mount Lucas Management

Levittown, United States Founded: 1986 • Age: 40 yrs
Diversified investment management services are provided to clients.

About Mount Lucas Management

Mount Lucas Management is a Financial Services company based in Levittown (United States) founded in 1986. Diversified investment management services are provided to clients. Its chief executive, as recorded, is Timothy Rudderow. Mount Lucas Management offers products and services including MLM Index Strategy, MLM Macro, and MLM Symmetry. Its focus areas include Asset Management and Diversified. Its legal entity is MLM INDEX FUND. Its competitors include Fidelity Investments, Morgan Stanley and Northwestern Mutual; 1 of its 3 listed competitors has raised funding.

Company details

Mount Lucas Management was established in 1986 in Levittown, United States. Diversified investment management is handled by the firm across various strategies and asset classes. Services are tailored for institutional and individual investors. Leadership is provided by Timothy Rudderow as CEO and President. Operations are conducted from the U.S. base, with the domain mtlucas.com maintained for digital access.

  • Headquarters Levittown, United States
  • Sectors
    Financial Services
  • Email
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  • Phone
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  • Website mtlucas.com
  • Social LinkedIn
  • Legal Name Mlm Index Fund
Operational Areas
Key Metrics

Products & Services of Mount Lucas Management

Mount Lucas Management offers a comprehensive portfolio of products and services, including MLM Index Strategy, MLM Macro, and MLM Symmetry.

MLM Index Strategy
Investment Fund

Systematic trend following strategy for alternative risk premia.

MLM Macro
Investment Strategy

Quantitative and discretionary macro trading approach.

MLM Symmetry
Investment Fund

Diversified strategy focusing on asset class risk management.

Funding Insights of Mount Lucas Management

  • Total Rounds 1
  • Investors Count 1

All 1 funding rounds of Mount Lucas Management with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.

DateAmountTransaction NameValuationLead InvestorsInvestors
Jul 2016Series A––
Valuation history

1 investors in total: 1 institutional.

Investors in Mount Lucas Management

Mount Lucas Management has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Affiliated Managers Group.

All
Institutional
InvestorDescriptionFounded YearDomainLocation
Asset management services and investment products are provided globally.
1993amg.comWest Palm Beach, United States
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Investor details for Mount Lucas Management

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  • Round participation
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People of Mount Lucas Management

1 people are tracked at Mount Lucas Management (1 in leadership).

NameRoleGroup
Timothy Rudderow
CEO & PresidentLeadership
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Complete people profiles for Mount Lucas Management

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Timeline of Mount Lucas Management

2 dated milestones of Mount Lucas Management across 30 years, from founding to its latest funding, stage changes and deals.

  1. Founded Mount Lucas Management is founded.
  2. Funding First funding round.

Competitors of Mount Lucas Management

Mount Lucas Management has 3 listed competitors in our database, 1 of them funded. They include Fidelity Investments, Morgan Stanley and Northwestern Mutual.

Company NameDomainFoundedHQ LocationTotal fundingEmployeesDescription
fidelity.com1946Boston, United States$517.99M24,000
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
morganstanley.com1935New York, United States49
Wealth management, investment advisory, and financial services are provided.
northwesternmutual.com1857Milwaukee, United States6,661
Northwestern Mutual is engaged in financial planning and insurance services.
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Detailed competitors of Mount Lucas Management

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Web traffic of Mount Lucas Management

The website of Mount Lucas Management (mtlucas.com) receives about 3.8K visits a month.

  • Monthly visits
    3.8K

    ▲ 21.8% vs previous month

Top companies in Asset Management

3 companies that operate in the same segment as Mount Lucas Management (Asset Management) in United States, ranked by their profile score on The Company Check.

CompanyDescriptionFoundedLocationTotal fundingRevenueEmployees
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
1946Boston, Massachusetts, United StatesUSD 517.99 M
Investment banking services are delivered across multiple financial sectors.
1869New York, New York, United StatesUSD 126.21 B46,500
Mutual life insurance company
1851Springfield, United States10,466
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Related news about Mount Lucas Management

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Frequently Asked Questions about Mount Lucas Management

Mount Lucas Management was founded in 1986 and raised its 1st funding round 30 years after it was founded.

Mount Lucas Management is headquartered in Levittown, United States. It is registered at Levittown, New York, United States.

Timothy Rudderow is the CEO of Mount Lucas Management, as recorded in our data.

Mount Lucas Management was established in 1986 in Levittown, United States. Diversified investment management is handled by the firm across various strategies and asset classes. Services are tailored for institutional and individual investors. Leadership is provided by Timothy Rudderow as CEO and President. Operations are conducted from the U.S. base, with the domain mtlucas.com maintained for digital access.

Mount Lucas Management's top competitors include Fidelity Investments, Northwestern Mutual and Morgan Stanley.

Mount Lucas Management offers MLM Index Strategy, MLM Macro, and MLM Symmetry.

Mount Lucas Management has 1 investor. Key investors include Affiliated Managers Group.

Mount Lucas Management operates through Mlm Index Fund.

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