MLM Index Fund
MLM Index Fund is a private investment fund based in Newtown, Pennsylvania. According to its most recent Form D, filed Feb 9, 2026, it has sold $434,712,767 of interests to 3,997 investors since its first sale in Jan 2007. The minimum investment it accepts from an outside investor is $5,000,000. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Timothy Rudderow; Mount Lucas Management LP; Wilmington Trust Company.
- Total raised
- $434,712,767Cumulative sales reported on Form D
- Investors
- 3,997
- First sale
- Jan 18, 2007
- Minimum investment
- $5,000,000
- Who can invest
- Not stated
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Timothy Rudderow; Mount Lucas Management LP; Wilmington Trust Company
- Latest Form D
- Feb 9, 2026
From SEC filings, not verified. This page republishes the fund's Form D as filed. It is not an offer, solicitation or recommendation, and AltMountain has not reviewed the fund. “Raised” is cumulative sales, not current assets or performance. Returns are not part of SEC filings. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures · Request a correction
Questions about MLM Index Fund
What is the minimum investment for MLM Index Fund?
According to its latest Form D, filed Feb 9, 2026, the minimum investment MLM Index Fund accepts from an outside investor is $5,000,000.
Who can invest in MLM Index Fund?
MLM Index Fund is generally open only to investors who meet the eligibility rules in its offering documents. It uses Rule 506(b), which does not allow general advertising.
How much has MLM Index Fund raised?
MLM Index Fund reports $434,712,767 sold from 3,997 investors on its Form D filed Feb 9, 2026. This is cumulative sales since the offering began, not current assets or performance.
Where is MLM Index Fund based?
MLM Index Fund is based in Newtown, Pennsylvania and is managed by Mount Lucas Management LP.
When did MLM Index Fund launch?
MLM Index Fund reports its first sale in Jan 2007.
Size compared with every private investment fund
Raised more than 89% of the 291 private investment funds based in Pennsylvania, and more than 87% of all 10,333 that report sales.
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