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
- HNWI81.64%
- State / Municipal Government7.54%
- Pension & Profit Sharing Plans4.53%
- Individuals3.29%
- Charitable Organizations1.35%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Oliver Luxxe Assets LLC operates as an independent registered investment adviser formed in 2013 and organized as a limited liability company under individual ownership. The firm serves both individual and institutional clients, providing financial planning and portfolio management for individuals, small businesses, and pooled investment vehicles. Fee arrangements include percentage-of-AUM fees alongside fixed-fee engagements. The firm does not identify as an active ESG investor and is not designated as a multi-state adviser on its regulatory filings. In its industry roles it has acted as an adviser and sponsor and serves as a general partner/managing member for pooled vehicles it oversees.
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
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