| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Carapace Buffered Dividend Income Fund Series - 1 of Carapace Funds, LLC | Other Private | $11M | $100K |
| Carapace Buffered Dividend Income Fund Series -2 of Carapace Funds, LLC | Other Private | $10.4M | $100K |
| Oliver Luxxe Small Cap Equity Private Fund - a Series of Carapace Funds, LLC | Other Private | $9.2M | $100K |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Brad David Jacobson Control | Principal & Managing Member | Over 75% | 2014 |
| Joseph Conrad Trucano | Director Of Financial Planning | Under 5% | 2021 |
| Joseph Michael Sharma Control | Principal & Member | 10-25% | 2020 |
Oliver Luxxe Assets LLC reports $864.2 million in regulatory assets under management on its Form ADV.
Oliver Luxxe Assets LLC manages 3 private funds with combined gross assets of $30.6 million.
Oliver Luxxe Assets LLC reports 9 employees.
Oliver Luxxe Assets LLC is based in Gladstone, NJ and has been SEC-registered since 2013.
Oliver Luxxe Assets LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 17 Mendham Road, Suite 200, Gladstone, NJ 07934 |
| Phone | 908-741-4884 |
| Fax | 908-741-4902 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| CIK | 1666239 |
| Discloses disciplinary history | No |
| Discretionary | $747.1M |
| Non-discretionary | $117.1M |
| Total (RAUM) | $864.2M |