The OLIVER LUXXE ASSETS is a privately held investment adviser that advises $1.01Bn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. OLIVER LUXXE ASSETS is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 75.78% over the last 5-years.
The Group has been registered with the SEC for 12.71 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 10 LACKAWANNA AVE SUITE 9, GLADSTONE, NEW JERSEY. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 9 employees comprised of 6 investment and 3 non-investment staff. The total number of Employees remained the same over the last few years.
Their $1.01Bn in assets advised are owned by 3 private funds, 0 public funds and BDCs and 30 other accounts. Assets of High Net Worth Individuals clients own $801.7mn or 79.74% of Total Assets and Government Entities and Pension Plans own $74.05mn or 7.36% of Total Assets.
The Group's top investment strategies include Long/Short Equity, representing 100% of total assets, respectively.
They advise 7 types of clients, top clients are High Net Worth Individuals and Government Entities and Pension Plans.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
OLIVER LUXXE ASSETS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.