Oliver Luxxe Assets LLC
Firm details
- Headquarters
- Gladstone, New Jersey
- CRD number
- 169588
- Registered since
- November 18, 2013
- Website
- www.oliverluxxe.com
- Custodians
- PERSHING LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI88.18%
- State / Municipal Government7.39%
- Pension & Profit Sharing Plans4.94%
- Individuals3.45%
- Charitable Organizations1.53%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Oliver Luxxe Assets LLC is an independent registered investment adviser formed as an LLC in 2013 and owned by an individual. The firm serves both individual and family clients as well as institutional investors, delivering financial planning and discretionary portfolio management for individuals, small businesses, and pooled investment vehicles. Its pricing includes both a percentage-of-AUM fee schedule and fixed-fee engagements. Oliver Luxxe is not positioned as an ESG-focused allocator and does not identify as a multi-state adviser for regulatory purposes. The firm also functions in sponsor and general partner roles and acts as managing member for pooled investment vehicles.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities61%
- State & Local Bonds13%
- Public Funds/Mutual Funds9%
- Investment Grade Corp Bonds7%
- Cash & Cash Equivalents5%
Owners & executives
1 of 1
Douglas Kamin
Chief Compliance OfficerCRD 1988253
Contacts
3 of 5
Matthew Biedron
Senior Research AnalystCRD 6743177
Brad Jacobson
Senior Portfolio ManagerCRD 2253013
James Lynch
Senior Portfolio ManagerCRD 1533141
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 37Active vs passive
$85.5M in ETFs
96%
$82.4M
0%
$3.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR GOLD TRUST (GLD) | State Street | Passive | Commodities Focused | $12.6M | 34,108 | 14.69% |
Location
Gladstone, NJ
Somerset
Location
Gladstone, NJ
Headquartered in Gladstone, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Somerset
- Address
- 10 Lackawanna Ave
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Private Client Group Asset Management
RIAGladstone, NJ
Quantum Capital Management, LLC
RIANorthfield, NJ
Portfolio Strategies Inc Ny
RIAMontvale, NJ
Breakwater Capital Group
RIAParamus, NJ
Glen Eagle Advisors, LLC
RIAKingston, NJ
AC Funds, LLC
RIARidgewood, NJ