Oliver Investments Llc
State-registered
Investment Adviser
CRD 173769
· SEC file 801-119664
· Medfield, MA
· oliverinvesting.com
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ADV data as of Apr 02, 2026
- Regulatory AUM
- —
- Discretionary
- —
- Clients
- —
- Avg AUM / client
- —
- Accounts
- —
- Employees
- 1
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Craver, James, Bernard | Chief Legal And Chief Compliance Officer [Non Owner & Non Employee] | Aug 2016 (10y) | Less than 5% | |
| David Jay Morton | Owner, Director And Chief Executive Officer | Aug 2016 (10y) | ≈ 25% – 56.25% via Hyde Park Consulting Llc | |
| Getz, Peter, Leland | Owner And Member | Jan 2020 (7y) | ≈ 25% – 56.25% via Hyde Park Consulting Llc |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Hyde Park Consulting Llc | Owner | Jan 2020 | A | 50% – 75% |
| Calangia Llc | Owner | Oct 2020 | A | 25% – 50% |
| Bgby Investments | Owner | Oct 2020 | A | 25% – 50% |
Estimated effective ownership (look-through of filed bands):
- David Jay Morton: 50% – 75% of Hyde Park Consulting Llc × 50% – 75% direct ≈ 25% – 56.25% of the firm
- Getz, Peter, Leland: 50% – 75% of Hyde Park Consulting Llc × 50% – 75% direct ≈ 25% – 56.25% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/02/2026 | 1.04 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 02, 2026.
View current Form ADV (SEC/IAPD) ↗