OFFIT CAPITAL
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
FINTRXOverview
Offit Capital operates as a multi-strategy investment manager and capital allocator serving both high-net-worth individuals and institutional clients. The firm combines separately managed equity portfolios with a sizable private funds platform, acting as sponsor, general partner and managing member across pooled vehicles. Its advisory services span direct portfolio management for individuals, businesses and pooled vehicles, and it also provides selection-of-other-advisers services for clients who need delegated manager selection. Public-equity strategies dominate the firm’s managed assets, but Offit Capital maintains an active private fund program focused on private equity and hedge strategies. The firm’s business model blends fee-based portfolio management (percentage of AUM and fixed fees) with ownership and governance roles inside the funds it sponsors. Offit Capital is registered as a commodity pooled/ trading adviser (CPO/CTA) and positions itself to deploy capital across liquid and illiquid structures depending on client mandates.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities60%
- State & Local Bonds13%
- Private Funds10%
- US Government Bonds9%
- Cash & Cash Equivalents6%
Owners & executives
3 of 4VINCENT RELLA
Chief Financial OfficerCRD 1880242
TODD PETZEL
Co-Chief Investment Officer / Chief EconomistCRD 2945339
NED OFFIT
Co-Founder and CEOCRD 2404472
Contacts
3 of 3DANIEL OFFIT
Co-FounderCRD 2616784
KEVIN MISTRETTA
Managing DirectorCRD 6177082
IGAL LITOVSKY
Co-PresidentCRD 5784101
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
NEW YORK
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NEW YORK
- Address
- 485 Lexington Ave
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
ORBIMED ADVISORS LLC
RIANew York, NY
CENTIVA CAPITAL, LP
RIANew York, NY
VONTOBEL ASSET MANAGEMENT, INC.
RIANew York, NY
HARVEST PARTNERS, LP
RIANew York, NY
ROKOS CAPITAL MANAGEMENT (US) LP
RIANew York, NY
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC
RIANew York, NY