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Oliver Luxxe Assets LLC
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CRD # | 169588 |
SEC # | 801-78786 |
CIK # | 0001666239 |
AUM | $609.0 MM (2023-03-07) |
Employees | 9 (56% Investors, 22% Brokers) |
Phone | 908-741-4884 |
Address | 17 Mendham Road Gladstone, NJ 07934 |
Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
Total AUM ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 732 | 46.0 |
(b) Individuals (high net worth individuals) | 600 | 556.7 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 1 | 6.3 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 1,338 | 609.0 |
By Discretionary | ||
Discretionary | 1,081 | 499.8 |
Non-Discretionary | 257 | 109.1 |
Total | 1,338 | 609.0 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 609.0 | |
Total | 1,338 | 609.0 |
EDGAR Form | CIK | 2011 - 2023 |
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13F-HR | [0001666239] |
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|
WA | 0.6 |
Sevenoneseven Capital Management Ltd
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PA | 0.6 |
Vann Equity Management LLC
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TX | 0.6 |
Exchange Capital Management Inc
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MI | 0.6 |
Advisor OS LLC
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|
IL | 0.6 |
The NorthStar Group Inc
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|
NY | 0.6 |
Aequitas Investment Advisors LLC
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|
MA | 0.6 |
Sentinus LLC
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|
IL | 0.6 |
Lipe & Dalton Inc
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|
NY | 0.6 |
Aviance Capital Partners LLC
✚
|
FL | 0.6 |