Offit Capital

RIASEC RegisteredEst. 2007

Total AUM

$20.6B

Discretionary

$8.6B

42% of AUM

Avg account

$36.3M

Accounts

567

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 144474
Registered since: August 1, 2007
Website: www.offitcapital.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI66.3%
Pooled Investment Vehicles19.91%
Charitable Organizations13.47%
Pension & Profit Sharing Plans0.32%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Offit Capital is a privately held investment manager organized as an LLC and registered with the SEC since 2007. The firm operates as a multi-strategy allocator and manager, combining hedge fund and private equity activities with traditional advisory services. It serves both individual/family and institutional clients, charging a mix of percentage-of-AUM and fixed fees. Business lines include portfolio management for individuals, pooled vehicles and institutions, selection of other advisers, and sponsor/GP roles for pooled investment vehicles. The firm also lists CPO/CTA among its business activities, indicating involvement with commodity pools or managed-trading strategies. Offit Capital does not identify as an active ESG investor.