SourcingSourcing

OLIVER LUXXE ASSETS LLC

C40
CRD 169588·SEC 801-78786·GLADSTONE, NJ
AUM
$981.9M
$500M-$1B
Est. Revenue
$9.8M
@ 1% on AUM
Est. EBITDA
$2.9M
@ 30% margin
Est. Deal Value
$23.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
OLIVER LUXXE ASSETS LLC
CRD
169588
SEC file #
801-78786
EIN
823215030
DBA names
—

Economics

AUM
$981.9M
AUM band
$500M-$1B
AUM trajectory
'20'26
$424.9M → $981.9M▲ +131%
Client mix
Individuals High Net Worth338
Individuals Other94
Pension Profit Sharing Plans24
Corporations3
Charitable Organizations2

Operations

Employees (total)
9
Advisory staff (per ADV)
6
Advisory staff (5-yr trend)
'20'26
5 advisors → 6 advisors▲ +20%
Primary office
GLADSTONE NJ
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — pooled vehicles
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/25/2026
ADV-W filed at
—
Website
linkedin.com/company/oliver-luxxe-assets-llc(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
JACOBSON, BRAD, DAVID
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
JACOBSON, BRAD, DAVID
KAMIN, DOUGLAS, ANDREW
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:oliverluxxe.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001721339
Edgar Registered
Yes
Edgar Filing Count
8
Edgar First Filing Date
2018-06-08
Edgar Last Filing Date
2025-10-08
Edgar Form D Count
8
Edgar Form D Offerings
2025-10-082025-10-08 · 0001721339-25-000005
2024-10-092024-10-09 · 0001721339-24-000001
Edgar Former Names
Carapace Buffered Equity Fund Series - 1, a series of Carapace Funds, LLC

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.5541
Soi Zip Pct 200k Plus
0.3784
Soi Zip Returns 200k Plus
280
Soi Zip Total AGI
323,032
Fdic Zip Total Deposits
5,970,162,000
Fdic Zip Branch Count
27
Fdic Zip Top Banks
Peapack-Gladstone Bank
Peapack Private Bank & Trust

Compliance & brand

Firm Registration Status
active

All other collected signals (22)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
1
Bc Firm Active IA Count
6
Bc Firm IAR Count
6
Custodian Candidates
Full
Charles Schwab6
Interactive Brokers6
Pershing4
E*trade4
Edgar Addresses
Mailing
1 PLUCKEMIN WAY, SUITE 303BEDMINSTER, NJ 07921
Business
1 PLUCKEMIN WAY, SUITE 303BEDMINSTER, NJ 07921
Edgar EIN
823215030
Edgar Recent Filings
D/A2025-10-08 · 0001721339-25-000005
D/A2024-10-09 · 0001721339-24-000001
Fdic Zip Branches Raw
Peapack-Gladstone BankGladstone, NJ
Peapack-Gladstone BankGladstone, NJ
Fdic Zip HHI
10,000
Fdic Zip Top Bank Share Pct
100
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI1,222
Returns140
Stub 2
AGI2,434
Returns70
Stub 3
AGI4,158
Returns70
Soi Zip Total Business Income
12,811
Soi Zip Total Cap Gains
34,068
Soi Zip Total Dividends
17,812
Soi Zip Total Returns
740
Top Owner CRD
2253013
Trust Company Affiliate
No

People (7)

7
JACOBSON, BRAD, DAVID
IAR · Direct Owner · 87.5%
2253013
TRUCANO, JOSEPH, CONRAD
IAR · Executive Officer · 2.5%
5799231
DOUGLAS ANDREW KAMIN
Executive Officer · 2.5%
1988253
Matthew Lawrence Biedron
IAR
6743177
JAMES RICHARD LYNCH
IAR
1533141
BRENDA N LE
IAR
5024933
Makayla Dale Vazquez
IAR
7259474