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OFFIT CAPITAL
OFFIT CAPITAL ADVISORS LLC
CRD 144474 · SEC 801-68155
485 LEXINGTON AVENUE, 24TH FLOOR, NEW YORK, NY, 10017, United States
Phone
212-588-3240
Fax
212-292-2126
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$20.60B
Discretionary AUM
$8.59B
Team
82 total employees; 55 advisory reps
Clients
—
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 219 | $13.66B |
| Pooled investment vehicles | 126 | $4.10B |
| Charitable organizations | 33 | $2.78B |
States served
CA, DE, DC, IL, MD, NJ, NY, PA, WI, TX, CT, FL
All web addresses on file
Official SEC filing: View on IAPD