OLIVER LUXXE ASSETS LLC
CRD #169588 SEC #801-78786 GLADSTONE, NJ 908-741-4884
SEC Registered Private Funds
Total AUM
$864.2M
Discretionary
$747.1M
Employees
9
Clients
51
Accounts
1,554
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $864.2M | $747.1M | $117.1M | 9 | 0 |
| Apr 2025 | $864.2M | $747.1M | $117.1M | 9 | 0 |
| Mar 2025 | $864.2M | $747.1M | $117.1M | 9 | 0 |
| Oct 2024 | $693.9M | $566.9M | $127M | 9 | 0 |
| Mar 2024 | $693.9M | $587.2M | $106.7M | 9 | 0 |
| Mar 2024 | $693.9M | $587.2M | $106.7M | 9 | 0 |
| May 2023 | $609M | $499.8M | $109.1M | 9 | 0 |
| Mar 2023 | $609M | $499.8M | $109.1M | 9 | 0 |
| Jul 2022 | $622.7M | $528.9M | $93.8M | 9 | 0 |
| Jun 2022 | $622.7M | $528.9M | $93.8M | 9 | 0 |
| Apr 2022 | $658.6M | $555.6M | $103M | 9 | 0 |
| Mar 2022 | $658.6M | $479.7M | $178.9M | 9 | 0 |
| Mar 2022 | $658.6M | $479.7M | $178.9M | 9 | 0 |
| Oct 2021 | $572M | $493.9M | $78.1M | 9 | 0 |
| Aug 2021 | $572M | $493.9M | $78.1M | 9 | 0 |
| Jul 2021 | $572M | $493.9M | $78.1M | 9 | 0 |
| May 2021 | $572M | $493.9M | $78.1M | 9 | 0 |
| Mar 2021 | $572M | $493.9M | $78.1M | 9 | 0 |
| Sep 2020 | $468.5M | $436.1M | $32.4M | 8 | 0 |
| May 2020 | $468.5M | $436.1M | $32.4M | 8 | 0 |
| Apr 2020 | $468.5M | $436.1M | $32.4M | 8 | 0 |
| Mar 2020 | $468.5M | $436.1M | $32.4M | 8 | 0 |
| Oct 2019 | $424.9M | $375.2M | $49.7M | 7 | 0 |
| Sep 2019 | $424.9M | $375.2M | $49.7M | 7 | 0 |
| Jul 2019 | $424.9M | $375.2M | $49.7M | 7 | 0 |
| May 2019 | $424.9M | $375.2M | $49.7M | 7 | 0 |
| Apr 2019 | $424.9M | $375.2M | $49.7M | 7 | 0 |
| Mar 2019 | $424.9M | $375.2M | $49.7M | 7 | 0 |
| Mar 2019 | $424.9M | $375.2M | $49.7M | 7 | 0 |
| Aug 2018 | $437.3M | $394.4M | $42.9M | 7 | 0 |
| Mar 2018 | $437.3M | $394.4M | $42.9M | 7 | 0 |
| Jan 2018 | $349.5M | $277M | $72.5M | 6 | 0 |
| May 2017 | $349.5M | $277M | $72.5M | 6 | 200 |
| Mar 2017 | $349.5M | $277M | $72.5M | 6 | 200 |
| Feb 2017 | $349.5M | $277M | $72.5M | 6 | 200 |
| Feb 2017 | $349.5M | $277M | $72.5M | 6 | 200 |
| Dec 2016 | $349.5M | $277M | $72.5M | 6 | 200 |
| Mar 2016 | $349.5M | $277M | $72.5M | 6 | 200 |
| Feb 2016 | $349.5M | $277M | $72.5M | 6 | 200 |
| Feb 2015 | $364M | $334M | $30M | 6 | 200 |
| Nov 2014 | $328M | $321M | $7M | 2 | 200 |
| Sep 2014 | $328M | $321M | $7M | 2 | 200 |
| May 2014 | $0 | $0 | $0 | 2 | 0 |
DateNov 2025
Total AUM$864.2M
Discretionary$747.1M
Non-Disc.$117.1M
Employees9
Clients0
DateApr 2025
Total AUM$864.2M
Discretionary$747.1M
Non-Disc.$117.1M
Employees9
Clients0
DateMar 2025
Total AUM$864.2M
Discretionary$747.1M
Non-Disc.$117.1M
Employees9
Clients0
DateOct 2024
Total AUM$693.9M
Discretionary$566.9M
Non-Disc.$127M
Employees9
Clients0
DateMar 2024
Total AUM$693.9M
Discretionary$587.2M
Non-Disc.$106.7M
Employees9
Clients0
DateMar 2024
Total AUM$693.9M
Discretionary$587.2M
Non-Disc.$106.7M
Employees9
Clients0
DateMay 2023
Total AUM$609M
Discretionary$499.8M
Non-Disc.$109.1M
Employees9
Clients0
DateMar 2023
Total AUM$609M
Discretionary$499.8M
Non-Disc.$109.1M
Employees9
Clients0
DateJul 2022
Total AUM$622.7M
Discretionary$528.9M
Non-Disc.$93.8M
Employees9
Clients0
DateJun 2022
Total AUM$622.7M
Discretionary$528.9M
Non-Disc.$93.8M
Employees9
Clients0
DateApr 2022
Total AUM$658.6M
Discretionary$555.6M
Non-Disc.$103M
Employees9
Clients0
DateMar 2022
Total AUM$658.6M
Discretionary$479.7M
Non-Disc.$178.9M
Employees9
Clients0
DateMar 2022
Total AUM$658.6M
Discretionary$479.7M
Non-Disc.$178.9M
Employees9
Clients0
DateOct 2021
Total AUM$572M
Discretionary$493.9M
Non-Disc.$78.1M
Employees9
Clients0
DateAug 2021
Total AUM$572M
Discretionary$493.9M
Non-Disc.$78.1M
Employees9
Clients0
DateJul 2021
Total AUM$572M
Discretionary$493.9M
Non-Disc.$78.1M
Employees9
Clients0
DateMay 2021
Total AUM$572M
Discretionary$493.9M
Non-Disc.$78.1M
Employees9
Clients0
DateMar 2021
Total AUM$572M
Discretionary$493.9M
Non-Disc.$78.1M
Employees9
Clients0
DateSep 2020
Total AUM$468.5M
Discretionary$436.1M
Non-Disc.$32.4M
Employees8
Clients0
DateMay 2020
Total AUM$468.5M
Discretionary$436.1M
Non-Disc.$32.4M
Employees8
Clients0
DateApr 2020
Total AUM$468.5M
Discretionary$436.1M
Non-Disc.$32.4M
Employees8
Clients0
DateMar 2020
Total AUM$468.5M
Discretionary$436.1M
Non-Disc.$32.4M
Employees8
Clients0
DateOct 2019
Total AUM$424.9M
Discretionary$375.2M
Non-Disc.$49.7M
Employees7
Clients0
DateSep 2019
Total AUM$424.9M
Discretionary$375.2M
Non-Disc.$49.7M
Employees7
Clients0
DateJul 2019
Total AUM$424.9M
Discretionary$375.2M
Non-Disc.$49.7M
Employees7
Clients0
DateMay 2019
Total AUM$424.9M
Discretionary$375.2M
Non-Disc.$49.7M
Employees7
Clients0
DateApr 2019
Total AUM$424.9M
Discretionary$375.2M
Non-Disc.$49.7M
Employees7
Clients0
DateMar 2019
Total AUM$424.9M
Discretionary$375.2M
Non-Disc.$49.7M
Employees7
Clients0
DateMar 2019
Total AUM$424.9M
Discretionary$375.2M
Non-Disc.$49.7M
Employees7
Clients0
DateAug 2018
Total AUM$437.3M
Discretionary$394.4M
Non-Disc.$42.9M
Employees7
Clients0
DateMar 2018
Total AUM$437.3M
Discretionary$394.4M
Non-Disc.$42.9M
Employees7
Clients0
DateJan 2018
Total AUM$349.5M
Discretionary$277M
Non-Disc.$72.5M
Employees6
Clients0
DateMay 2017
Total AUM$349.5M
Discretionary$277M
Non-Disc.$72.5M
Employees6
Clients200
DateMar 2017
Total AUM$349.5M
Discretionary$277M
Non-Disc.$72.5M
Employees6
Clients200
DateFeb 2017
Total AUM$349.5M
Discretionary$277M
Non-Disc.$72.5M
Employees6
Clients200
DateFeb 2017
Total AUM$349.5M
Discretionary$277M
Non-Disc.$72.5M
Employees6
Clients200
DateDec 2016
Total AUM$349.5M
Discretionary$277M
Non-Disc.$72.5M
Employees6
Clients200
DateMar 2016
Total AUM$349.5M
Discretionary$277M
Non-Disc.$72.5M
Employees6
Clients200
DateFeb 2016
Total AUM$349.5M
Discretionary$277M
Non-Disc.$72.5M
Employees6
Clients200
DateFeb 2015
Total AUM$364M
Discretionary$334M
Non-Disc.$30M
Employees6
Clients200
DateNov 2014
Total AUM$328M
Discretionary$321M
Non-Disc.$7M
Employees2
Clients200
DateSep 2014
Total AUM$328M
Discretionary$321M
Non-Disc.$7M
Employees2
Clients200
DateMay 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0