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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 17, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| FLANAGAN, LAURA, LEE | I | CHIEF COMPLIANCE OFFICER | NA | |
| FLANAGAN, LAURA, LEE | I | CHIEF COMPLIANCE OFFICER | NA | |
| FLANAGAN, LAURA, LEE | I | CHIEF COMPLIANCE OFFICER | NA | |
| FLANAGAN, LAURA, LEE | I | CHIEF COMPLIANCE OFFICER | NA | |
| FLANAGAN, LAURA, LEE | I | CHIEF COMPLIANCE OFFICER | NA | |
| FLANAGAN, LAURA, LEE | I | CHIEF COMPLIANCE OFFICER | NA | |
| FLANAGAN, LAURA, LEE | I | CHIEF COMPLIANCE OFFICER | NA | |
| FLANAGAN, LAURA, LEE | I | CHIEF COMPLIANCE OFFICER | NA | |
| FLANAGAN, LAURA, LEE | I | CHIEF COMPLIANCE OFFICER | NA | |
| FLANAGAN, LAURA, LEE | I | CHIEF COMPLIANCE OFFICER | NA | |
| FLANAGAN, LAURA, LEE | I | CHIEF COMPLIANCE OFFICER | NA | |
| FLANAGAN, LAURA, LEE | I | CHIEF COMPLIANCE OFFICER | NA | |
| FLANAGAN, LAURA, LEE | I | CHIEF COMPLIANCE OFFICER | NA | |
| FLANAGAN, LAURA, LEE | I | CHIEF COMPLIANCE OFFICER | NA | |
| FLANAGAN, LAURA, LEE | I | CHIEF COMPLIANCE OFFICER | NA | |
| FLANAGAN, LAURA, LEE | I | CHIEF COMPLIANCE OFFICER | NA | |
| FLANAGAN, LAURA, LEE | I | CHIEF COMPLIANCE OFFICER | NA | |
| FLANAGAN, LAURA, LEE | I | CHIEF COMPLIANCE OFFICER | NA | |
| FLANAGAN, LAURA, LEE | I | GENERAL COUNSEL | NA | |
| FLANAGAN, LAURA, LEE | I | GENERAL COUNSEL | NA | |
| FLANAGAN, LAURA, LEE | I | GENERAL COUNSEL/CHIEF COMPLIANCE OFFICER | NA | Control |
| FLANAGAN, LAURA, LEE | I | GENERAL COUNSEL/CHIEF COMPLIANCE OFFICER | NA | Control |
| FLANAGAN, LAURA, LEE | I | GENERAL COUNSEL/CHIEF COMPLIANCE OFFICER | NA | Control |
| FLANAGAN, LAURA, LEE | I | GENERAL COUNSEL/CHIEF COMPLIANCE OFFICER | NA | Control |
| FLANAGAN, LAURA, LEE | I | GENERAL COUNSEL/CHIEF COMPLIANCE OFFICER | NA | Control |
| FLANAGAN, LAURA, LEE | I | GENERAL COUNSEL/CHIEF COMPLIANCE OFFICER | NA | Control |
| FLANAGAN, LAURA, LEE | I | GENERAL COUNSEL/CHIEF COMPLIANCE OFFICER | NA | Control |
| FLANAGAN, LAURA, LEE | I | GENERAL COUNSEL/CHIEF COMPLIANCE OFFICER | NA | Control |
| FLANAGAN, LAURA, LEE | I | GENERAL COUNSEL/CHIEF COMPLIANCE OFFICER | NA | Control |
| FLANAGAN, LAURA, LEE | I | GENERAL COUNSEL/CHIEF COMPLIANCE OFFICER | NA | Control |
| FLANAGAN, LAURA, LEE | I | GENERAL COUNSEL/CHIEF COMPLIANCE OFFICER | NA | Control |
| FLANAGAN, LAURA, LEE | I | GENERAL COUNSEL/CHIEF COMPLIANCE OFFICER | NA | Control |
| FLANAGAN, LAURA, LEE | I | GENERAL COUNSEL/CHIEF COMPLIANCE OFFICER | NA | Control |
| FLANAGAN, LAURA, LEE | I | GENERAL COUNSEL/CHIEF COMPLIANCE OFFICER | NA | Control |
| FLANAGAN, LAURA, LEE | I | GENERAL COUNSEL/CHIEF COMPLIANCE OFFICER | NA | Control |
| FLANAGAN, LAURA, LEE | I | GENERAL COUNSEL/CHIEF COMPLIANCE OFFICER | NA | Control |
| FLANAGAN, LAURA, LEE | I | GENERAL COUNSEL/CHIEF COMPLIANCE OFFICER | NA | Control |
| FLOOD, KEITH, OWEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FLOOD, KEITH, OWEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JAFFE, ALLISON, GAIL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JAFFE, ALLISON, GAIL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PRO TEM HOLDINGS, LLC | DE | MANAGER | NA | Control |
| PRO TEM HOLDINGS, LLC | DE | MANAGER | NA | Control |
| SHARMA, JOSEPH, MICHAEL | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SHARMA, JOSEPH, MICHAEL | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SHARMA, JOSEPH, MICHAEL | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SHARMA, JOSEPH, MICHAEL | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SHARMA, JOSEPH, MICHAEL | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SHARMA, JOSEPH, MICHAEL | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SHARMA, JOSEPH, MICHAEL | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SHARMA, JOSEPH, MICHAEL | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SHARMA, JOSEPH, MICHAEL | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SHARMA, JOSEPH, MICHAEL | I | CHIEF INVESTMENT OFFICER | NA | Control |
| TRUCANO, JOSEPH, CONRAD | I | DIRECTOR OF FINANCIAL PLANNING | NA | |
| TRUCANO, JOSEPH, CONRAD | I | DIRECTOR OF FINANCIAL PLANNING | NA | |
| TRUCANO, JOSEPH, CONRAD | I | DIRECTOR OF FINANCIAL PLANNING | NA | |
| TRUCANO, JOSEPH, CONRAD | I | DIRECTOR OF FINANCIAL PLANNING | NA | |
| TRUCANO, JOSEPH, CONRAD | I | DIRECTOR OF FINANCIAL PLANNING | NA | |
| TRUCANO, JOSEPH, CONRAD | I | DIRECTOR OF FINANCIAL PLANNING | NA | |
| TRUCANO, JOSEPH, CONRAD | I | DIRECTOR OF FINANCIAL PLANNING | NA | |
| TRUCANO, JOSEPH, CONRAD | I | DIRECTOR OF FINANCIAL PLANNING | NA | |
| TRUCANO, JOSEPH, CONRAD | I | DIRECTOR OF FINANCIAL PLANNING | NA | |
| TRUCANO, JOSEPH, CONRAD | I | DIRECTOR OF FINANCIAL PLANNING | NA | |
| TRUCANO, JOSEPH, CONRAD | I | DIRECTOR OF FINANCIAL PLANNING | NA | |
| TRUCANO, JOSEPH, CONRAD | I | DIRECTOR OF FINANCIAL PLANNING | NA | |
| TRUCANO, JOSEPH, CONRAD | I | DIRECTOR OF FINANCIAL PLANNING | NA | |
| TRUCANO, JOSEPH, CONRAD | I | DIRECTOR OF FINANCIAL PLANNING | NA | |
| TRUCANO, JOSEPH, CONRAD | I | DIRECTOR OF FINANCIAL PLANNING | NA | |
| TRUCANO, JOSEPH, CONRAD | I | DIRECTOR OF FINANCIAL PLANNING | NA | |
| INTERIM HOLDINGS, LLC | DE | MEMBER | E | Control |
| INTERIM HOLDINGS, LLC | DE | MEMBER | E | Control |
| JACOBSON, BRAD, DAVID | I | PRINCIPAL & MANAGING MEMBER | E | Control |
| JACOBSON, BRAD, DAVID | I | PRINCIPAL & MANAGING MEMBER | E | Control |
| JACOBSON, BRAD, DAVID | I | PRINCIPAL & MANAGING MEMBER | E | Control |
| JACOBSON, BRAD, DAVID | I | PRINCIPAL & MANAGING MEMBER | E | Control |
| JACOBSON, BRAD, DAVID | I | PRINCIPAL & MANAGING MEMBER | E | Control |
| JACOBSON, BRAD, DAVID | I | PRINCIPAL & MANAGING MEMBER | E | Control |
| JACOBSON, BRAD, DAVID | I | PRINCIPAL & MANAGING MEMBER | E | Control |
| JACOBSON, BRAD, DAVID | I | PRINCIPAL & MANAGING MEMBER | E | Control |
| JACOBSON, BRAD, DAVID | I | PRINCIPAL & MANAGING MEMBER | E | Control |
| JACOBSON, BRAD, DAVID | I | PRINCIPAL & MANAGING MEMBER | E | Control |
| JACOBSON, BRAD, DAVID | I | PRINCIPAL & MANAGING MEMBER | E | Control |
| JACOBSON, BRAD, DAVID | I | PRINCIPAL & MANAGING MEMBER | E | Control |
| JACOBSON, BRAD, DAVID | I | PRINCIPAL & MANAGING MEMBER | E | Control |
| JACOBSON, BRAD, DAVID | I | PRINCIPAL & MANAGING MEMBER | E | Control |
| JACOBSON, BRAD, DAVID | I | PRINCIPAL & MANAGING MEMBER | E | Control |
| JACOBSON, BRAD, DAVID | I | PRINCIPAL & MANAGING MEMBER | E | Control |
| JACOBSON, BRAD, DAVID | I | PRINCIPAL & MANAGING MEMBER | E | Control |
| JACOBSON, BRAD, DAVID | I | PRINCIPAL & MANAGING MEMBER | E | Control |
| JACOBSON, BRAD, DAVID | I | PRINCIPAL & MANAGING MEMBER | E | Control |
| JACOBSON, BRAD, DAVID | I | PRINCIPAL & MANAGING MEMBER | E | Control |
| JACOBSON, BRAD, DAVID | I | PRINCIPAL & MANAGING MEMBER | E | Control |
| JACOBSON, BRAD, DAVID | I | PRINCIPAL & MANAGING MEMBER | E | Control |
| JACOBSON, BRAD, DAVID | I | CHIEF COMPLIANCE OFFICER AND PRINCIPAL | D | Control |
| JACOBSON, BRAD, DAVID | I | CHIEF COMPLIANCE OFFICER AND PRINCIPAL | D | Control |
| JACOBSON, BRAD, DAVID | I | CHIEF COMPLIANCE OFFICER AND PRINCIPAL | D | Control |
| JACOBSON, BRAD, DAVID | I | CHIEF COMPLIANCE OFFICER AND PRINCIPAL | D | Control |
| JACOBSON, BRAD, DAVID | I | CHIEF COMPLIANCE OFFICER AND PRINCIPAL | D | Control |
| JACOBSON, BRAD, DAVID | I | CHIEF COMPLIANCE OFFICER AND PRINCIPAL | D | Control |
| JACOBSON, BRAD, DAVID | I | PRINCIPAL & MANAGING MEMBER | D | Control |
| JACOBSON, BRAD, DAVID | I | CHIEF COMPLIANCE OFFICER AND PRINCIPAL | D | Control |
| JACOBSON, BRAD, DAVID | I | PRINCIPAL | D | Control |
| JACOBSON, BRAD, DAVID | I | PRINCIPAL & MANAGING MEMBER | D | Control |
| JACOBSON, BRAD, DAVID | I | PRINCIPAL | D | Control |
| JACOBSON, BRAD, DAVID | I | PRINCIPAL & MANAGING MEMBER | D | Control |
| JACOBSON, BRAD, DAVID | I | PRINCIPAL & MANAGING MEMBER | D | Control |
| JACOBSON, BRAD, DAVID | I | PRINCIPAL & MANAGING MEMBER | D | Control |
| JACOBSON, BRAD, DAVID | I | PRINCIPAL & MANAGING MEMBER | D | Control |
| JACOBSON, BRAD, DAVID | I | PRINCIPAL & MANAGING MEMBER | D | Control |
| JACOBSON, BRAD, DAVID | I | PRINCIPAL & MANAGING MEMBER | D | Control |
| JACOBSON, BRAD, DAVID | I | PRINCIPAL & MANAGING MEMBER | D | Control |
| JACOBSON, BRAD, DAVID | I | PRINCIPAL & MANAGING MEMBER | D | Control |
| JACOBSON, BRAD, DAVID | I | PRINCIPAL & MANAGING MEMBER | D | Control |
| JACOBSON, BRAD, DAVID | I | PRINCIPAL & MANAGING MEMBER | D | Control |
| JACOBSON, BRAD, DAVID | I | PRINCIPAL & MANAGING MEMBER | D | Control |
| LYNCH, JAMES, RICHARD | I | PRINCIPAL | C | Control |
| LYNCH, JAMES, RICHARD | I | PRINCIPAL | C | Control |
| LYNCH, JAMES, RICHARD | I | PRINCIPAL | C | Control |
| LYNCH, JAMES, RICHARD | I | PRINCIPAL | C | Control |
| LYNCH, JAMES, RICHARD | I | PRINCIPAL | C | Control |
| LYNCH, JAMES, RICHARD | I | PRINCIPAL | C | Control |
| LYNCH, JAMES, RICHARD | I | PRINCIPAL & MEMBER | C | Control |
| LYNCH, JAMES, RICHARD | I | PRINCIPAL | C | Control |
| LYNCH, JAMES, RICHARD | I | PRINCIPAL | C | Control |
| LYNCH, JAMES, RICHARD | I | PRINCIPAL & MEMBER | C | Control |
| LYNCH, JAMES, RICHARD | I | PRINCIPAL | C | Control |
| LYNCH, JAMES, RICHARD | I | PRINCIPAL & MEMBER | C | Control |
| LYNCH, JAMES, RICHARD | I | PRINCIPAL & MEMBER | C | Control |
| LYNCH, JAMES, RICHARD | I | PRINCIPAL & MEMBER | C | Control |
| LYNCH, JAMES, RICHARD | I | PRINCIPAL & MEMBER | C | Control |
| LYNCH, JAMES, RICHARD | I | PRINCIPAL & MEMBER | C | Control |
| LYNCH, JAMES, RICHARD | I | PRINCIPAL & MEMBER | C | Control |
| LYNCH, JAMES, RICHARD | I | PRINCIPAL & MEMBER | C | Control |
| LYNCH, JAMES, RICHARD | I | PRINCIPAL & MEMBER | C | Control |
| LYNCH, JAMES, RICHARD | I | PRINCIPAL & MEMBER | C | Control |
| LYNCH, JAMES, RICHARD | I | PRINCIPAL & MEMBER | C | Control |
| LYNCH, JAMES, RICHARD | I | PRINCIPAL & MEMBER | C | Control |
| SHARMA, JOSEPH, MICHAEL | I | PRINCIPAL & MEMBER | B | Control |
| SHARMA, JOSEPH, MICHAEL | I | PRINCIPAL & MEMBER | B | Control |
| SHARMA, JOSEPH, MICHAEL | I | PRINCIPAL & MEMBER | B | Control |
| SHARMA, JOSEPH, MICHAEL | I | PRINCIPAL & MEMBER | B | Control |
| SHARMA, JOSEPH, MICHAEL | I | PRINCIPAL & MEMBER | B | Control |
| SHARMA, JOSEPH, MICHAEL | I | PRINCIPAL & MEMBER | B | Control |
| SHARMA, JOSEPH, MICHAEL | I | PRINCIPAL & MEMBER | B | Control |
| SHARMA, JOSEPH, MICHAEL | I | PRINCIPAL & MEMBER | B | Control |
| SHARMA, JOSEPH, MICHAEL | I | PRINCIPAL & MEMBER | B | Control |
| SHARMA, JOSEPH, MICHAEL | I | PRINCIPAL & MEMBER | B | Control |
| SHARMA, JOSEPH, MICHAEL | I | PRINCIPAL & MEMBER | B | Control |
| SHARMA, JOSEPH, MICHAEL | I | PRINCIPAL & MEMBER | B | Control |
| SHARMA, JOSEPH, MICHAEL | I | PRINCIPAL & MEMBER | B | Control |
| SHARMA, JOSEPH, MICHAEL | I | PRINCIPAL & MEMBER | B | Control |
| SHARMA, JOSEPH, MICHAEL | I | PRINCIPAL & MEMBER | B | Control |
| SHARMA, JOSEPH, MICHAEL | I | PRINCIPAL & MEMBER | B | Control |
| SHARMA, JOSEPH, MICHAEL | I | PRINCIPAL & MEMBER | B | Control |
| SHARMA, JOSEPH, MICHAEL | I | PRINCIPAL & MEMBER | B | Control |
| SHARMA, JOSEPH, MICHAEL | I | PRINCIPAL & MEMBER | B | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| PKS HOLDINGS, LLC | DE | PRO TEM HOLDINGS, LLC | E | Control |
| PKS HOLDINGS, LLC | DE | PRO TEM HOLDINGS, LLC | E | Control |
| PURCELL, JOHN, PETER | I | PKS HOLDINGS, LLC | C | Control |
| PURCELL, JOHN, PETER | I | PKS HOLDINGS, LLC | C | Control |
| STAFF, MICHAEL, THEODORE | I | PKS HOLDINGS, LLC | C | Control |
| STAFF, MICHAEL, THEODORE | I | PKS HOLDINGS, LLC | C | Control |
Registrations
Federal
IA
Nov 17, 2025 REGISTERED
Notice Filings (15)
CA CO CT FL GA IL MA NH NJ NV NY PA TX VA VT
Address
10 LACKAWANNA AVESUITE 9
GLADSTONE, NJ 07934
United States
Phone: 908-741-4884