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Oliver Luxxe Assets LLC

oliverluxxe.com Direct investor

Oliver Luxxe Assets LLC is an institutional asset manager that runs equity strategies across market capitalizations. It also provides private client and family office services.

Oliver Luxxe Assets LLC is an asset manager headquartered in Gladstone, United States. It invests directly in companies.

“We seek to acquire attractively valued businesses at a fair price and avoid statistically "cheap" businesses [value traps].”

— Oliver Luxxe Assets LLC, own website
Layer
Direct investor
Type
Asset manager
Stage
Not stated
Headquarters
Gladstone, United States

Team, as Oliver Luxxe Assets LLC publishes it

  • Brad Jacobson Senior Client Portfolio Manager & Managing Director
  • James Lynch Senior Fixed Income Portfolio Manager
  • Joseph Trucano, CFP Director of Financial Planning
  • Matt Biedron, CFA Interim Chief Investment Officer
  • Drew Crawford, Jr. Director of Research
  • Olivia Augustyniak Client Service Associate
  • Eric Feigenwinter Research Analyst
  • Makayla Vazquez, CFP Wealth Strategy Associate
  • Laura Flanagan, PHD | JD General Counsel
  • Allison Jaffe Compliance Associate
  • Doug Kamin Chief Compliance Officer
  • Sam Goldblat Junior Research Analyst

Names and roles exactly as listed on oliverluxxe.com. Nothing else about these people is recorded.

Where this comes from

Every fact above was read from a page Oliver Luxxe Assets LLC publishes itself. Nothing is taken from third-party databases. Investment activity (deals, co-investors) is not yet recorded.

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Record 8994 · added 2026-09-29 · link last verified 2026-09-29 · confidence medium

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