Data / Investment advisers / New Jersey / Oliver Luxxe Assets LLC
Oliver Luxxe Assets LLC, Gladstone, NJ: $1 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Oliver Luxxe Assets LLC is an SEC registered investment adviser with its main office in Gladstone, New Jersey and reports $1 billion in regulatory assets under management in its Form ADV filed August 19, 2026. Its clients include high net worth individuals, pension and profit sharing plans and individuals. It is paid through a percentage of assets under management and fixed fees. It advises 3 private funds.
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- Registration
- SEC registered investment adviser
- CRD number
- 169588
- SEC file number
- 801-78786
- SEC status
- Approved, effective November 18, 2013
- Main office
- 10 Lackawanna Ave Suite 9, Gladstone, NJ 07934
- Phone
- (908) 741-4884
- Website
- oliverluxxe.com
- Regulatory AUM
- $1,001,790,266 in the Form ADV filed August 19, 2026
- Discretionary AUM
- $885,444,617
- Non discretionary AUM
- $116,345,649
- Accounts
- 1,704
- Employees
- 9, of which 6 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Private funds
- 3: 3 other private funds
- Gross assets of private funds
- $37,110,490
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- August 19, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 351 | $883.3 million |
| Pension and profit sharing plans | 25 | $49.5 million |
| Individuals (other than high net worth individuals) | 90 | $34.6 million |
| Charitable organizations | 2 | $15.4 million |
| Pooled investment vehicles | 1 | $12.2 million |
| Corporations or other businesses | 2 | $6.9 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| September 1, 2026 | $1.00 billion | August 19, 2026 |
| April 1, 2026 | $981.9 million | March 25, 2026 |
| December 1, 2025 | $864.2 million | November 17, 2025 |
Other advisers in New Jersey
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Ac Funds, LLC | Ridgewood | $1.03 billion | Not listed | adviserinfo.sec.gov |
| Glen Eagle Advisors, LLC | Kingston | $1.03 billion | Not listed | adviserinfo.sec.gov |
| Breakwater Capital Group | Paramus | $1.02 billion | Not listed | adviserinfo.sec.gov |
| Portfolio Strategies Inc Ny | Montvale | $1.02 billion | Not listed | adviserinfo.sec.gov |
| Quantum Capital Management, LLC | Northfield | $1.00 billion | Not listed | adviserinfo.sec.gov |
| Swander Pace Capital | Bedminster | $959.6 million | 5 | adviserinfo.sec.gov |
| Cornerstone Planning Group | Fairfield | $951.8 million | Not listed | adviserinfo.sec.gov |
| Sandalwood Securities, Inc. | Roseland | $930.2 million | 9 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in New Jersey
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving pension and profit sharing plans
- Advisers that manage private funds
- Oliver Luxxe Assets LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.