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 is an independent registered investment adviser organized as a limited liability company and SEC-registered since 2013. The firm is owned by an individual and serves both individual/family and institutional clients. Its advisory services center on financial planning and portfolio management for individuals, small businesses, and pooled investment vehicles. Fees are charged as a percentage of assets under management and via fixed-fee arrangements. The firm does not market itself as an active ESG investor, is not a multi-state adviser, and does not identify as a capital allocator. It also acts in sponsor and general partner roles for pooled vehicles, reflecting an operational footprint that extends beyond discretionary portfolio management into structuring or managing 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 1DOUGLAS KAMIN
Chief Compliance OfficerCRD 1988253
Contacts
3 of 6BRENDA LE
Head of Institutional Business DevelopmentCRD 5024933
Matthew Biedron
Senior Research AnalystCRD 6743177
BRAD JACOBSON
Senior Portfolio ManagerCRD 2253013
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 39Active vs passive
$85.5M in ETFs
97%
$82.8M
0%
$2.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR GOLD TRUST (GLD) | State Street | Passive | Commodities Focused | $14.4M | 33,423 | 16.82% |
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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