Mount Lucas Index Advisers Llc
- Regulatory AUM
- $170M
- Discretionary
- $170M
- Clients
- 1
- Avg AUM / client
- $170M
- Accounts
- 1
- Employees
- 0
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 1 | $170M | 100.0% |
People (6)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Alcaly, Roger, Ellis | Member Of Mlm Llc | Jan 2011 (16y) | 25% – 50% of Mlm Llc (indirect) | |
| Ix, Raymond, E | Member Of Mlm Llc | Jan 2011 (16y) | 25% – 50% of Mlm Llc (indirect) | |
| Mehling, James, Alban | Controller Of Managing Member | Jan 2011 (16y) | Less than 5% | |
| Rudderow, Timothy, John | Chief Executive Officer Of Managing Member | Jan 2011 (16y) | 25% – 50% of Mlm Llc (indirect) | |
| Prior Iii, Gerald | Chief Operating Officer Of Managing Member | Feb 2015 (12y) | 25% – 50% of Mlm Llc (indirect) | |
| Cox, Gregory, J | Chief Financial Officer And Chief Compliance Officer | Aug 2020 (6y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Mount Lucas Management Lp | Member | Aug 2020 | A | 75% or more |
| Oklahoma State University Foundation | Member | Aug 2020 | A | 10% – 25% |
| Mlm Llc | General Partner | Jan 2011 | B | GP / trustee / elected manager of Mount Lucas Management Lp (indirect) |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 905 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for investment companies
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗