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Offit Capital Advisors

SEC-registered adviser since 2007New York, NYCRD 144474

$20.6B
AUM
378
Clients
See fees
Fee
55
Advisory staff

From Form ADV filed 19 August 2026 · data retrieved 15 October 2026SEC record

Offit Capital Advisors is an investment adviser headquartered in New York, New York, and registered with the SEC since 2007. Its clients include high-net-worth individuals, pooled investment vehicles and charitable organizations. High-net-worth individuals account for 66% of its regulatory assets under management.

Its services include portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, and selecting other managers. Fee arrangements include a percentage of assets under management and fixed fees. Offit Holdings LLC owns 50% to 75% of Offit Capital Advisors.

Clients

Offit Capital Advisors serves 378 clients, 219 of them high-net-worth individuals. The average client has about $55 million with the firm, and high-net-worth clients hold 66% of its $20.6 billion in assets.

Regulatory assets by client type
  • High-net-worth individuals219 clients66%
  • Pooled investment vehicles126 clients20%
  • Charitable organizations33 clients13%
  • Pension and profit-sharing plans0%
Show client breakdown
High-net-worth individuals
Clients
219
Regulatory AUM
$13,660,963,780
Share
66.3%
Avg. per client
$62.4M
Pooled investment vehicles
Clients
126
Regulatory AUM
$4,101,519,421
Share
19.9%
Avg. per client
$32.6M
Pension and profit-sharing plans
Clients
Not reported
Regulatory AUM
$65,066,968
Share
0.3%
Avg. per client
—
Charitable organizations
Clients
33
Regulatory AUM
$2,776,327,538
Share
13.5%
Avg. per client
$84.1M

Total

Clients
378
Regulatory AUM
$20,603,877,707
Share
100%
Avg. per client
$54.5M

What it does

Offit Capital Advisors provides portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions and selecting other managers. It is paid through a percentage of assets and fixed fees.

Offit Capital Advisors advises 123 private funds.

41.7% of assets ($8.59B across 254 accounts) are managed with discretion; $12.01B across 313 accounts are not. 17% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.

What the accounts hold

Separately managed account assets by class, year end
  • Stocks60%
  • Funds10%
  • Bonds22%
    • State and local bonds13%
    • U.S. government and agency bonds9%
  • Cash6%
  • Other2%
    • Alternative investments2%

Custodians

Offit Capital Advisors’ client accounts are held mainly at Charles Schwab, with 53% of managed assets. Offit Capital Advisors has custody of $3.20B for 112 clients.

Managed account assets by custodian
  • Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $10.91B53%
  • All other custodians$9.69B47%

Ownership and leadership

Offit Holdings LLC owns 50% to 75% of Offit Capital Advisors.

Who owns the firm
Offit Capital Advisors LLC· the adviser

  • Offit Holdings LLC

    Control person · since May 2026

    Owns 50% to 75% of Offit Capital Advisors LLC

  • Tria Asset Holdings G, LLC

    since May 2026

    Owns 10% to 25% of Offit Capital Advisors LLC

Leadership

  • William Dixon
    Chief Investment Officer and Co-President
  • Igal Litovsky
    Co-President
  • Vincent Rella
    Chief Financial Officer
  • Kevin Mistretta
    Chief Compliance Officer
  • Ned Offit
    CEO and Managing Member
  • Todd Petzel
    Chief Economist

Staff

  • 82 employees
  • 55 in advisory functions

Fees

Offit Capital Advisors is paid through a percentage of assets under management and fixed fees (other than subscription fees).

Offit Capital Advisors’ fee rates are not included in this profile. Find its brochure on the SEC’s site.

Offices and registrations

Besides its headquarters, Offit Capital Advisors has 1 office, with 2 listed addresses across 2 states.

Listed office addresses by state

New York · 1 listed address

  • 485 Lexington Avenue, 19th Floor, New YorkHQ

Registration details

Legal name
Offit Capital Advisors LLC
Headquarters
485 Lexington Avenue, 19th Floor, New York, NY 10017
Phone
212-588-3240
Website
www.offitcapital.com
SEC file
801-68155
Structure
Delaware LLC
Fiscal year end
December

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov

Common questions

How many clients does Offit Capital Advisors have?

Offit Capital Advisors has 378 clients and manages $20.6 billion for them, as of August 2026. They include 219 high-net-worth individuals, 126 pooled investment vehicles and 33 charitable organizations.

Source: Form ADV Part 1A, Items 5.D and 5.F, filed 19 August 2026

What services does Offit Capital Advisors offer?

Offit Capital Advisors provides portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions and selecting other managers.

Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file

Which custodians does Offit Capital Advisors use?

Offit Capital Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $10,914,860,498. Only custodians holding at least a tenth of those assets are named.

Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 19 August 2026

How many financial advisors does Offit Capital Advisors have?

Offit Capital Advisors has 0 investment adviser representatives registered with state securities authorities, out of 82 employees, and 55 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.

Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file

What does Offit Capital Advisors invest in?

At the end of its last fiscal year, Offit Capital Advisors’ separately managed accounts held 60% exchange-traded equities, 13% state and local bonds, 10% pooled vehicles (private funds and similar), 9% U.S. government and agency bonds, 6% cash and equivalents and 2% alternative investments. It advises 123 private funds.

Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file

Who owns Offit Capital Advisors?

Offit Capital Advisors is owned through a chain of holding companies by Benjamin Robins, Yvonne Kanner and Steven Cortez. Its direct owners are Offit Holdings LLC (50% to 75%) and Tria Asset Holdings G, LLC (10% to 25%).

Source: Form ADV Part 1A, Schedules A and B, filed 19 August 2026

How does Offit Capital Advisors get paid?

Offit Capital Advisors is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.

Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file

Sources

  1. Form ADV Part 1A, amendment filed 19 August 2026. Items 1, 5, 9, 11 and Schedules A, B and D.
  2. IAPD firm record, CRD 144474.

Retrieved 15 October 2026. All are published by the SEC and may have been amended since.

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This profile is compiled from public regulatory filings and is provided for informational purposes only. Niva Wealth is not affiliated with Offit Capital Advisors LLC and makes no representation about the quality of its services. Figures reflect the filing dates shown and may have changed. Ownership percentages are the bands reported to the SEC, not exact figures.