{"url":"https://nivawealth.com/firms/offit-capital-advisors-144474","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/144474","regulatoryAum":20603877707,"crd":"144474","secFileNumber":"801-68155","legalName":"Offit Capital Advisors LLC","displayName":"Offit Capital Advisors","website":"http://www.offitcapital.com","founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"485 Lexington Avenue, 19th Floor","city":"New York","state":"NY","stateName":"New York","country":"United States","postalCode":"10017"},"tradeNames":[],"registration":{"secApproved":"1 August 2007","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":82,"advisory":55,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"discretionary":8591873250,"discretionaryAccounts":254,"nonDiscretionary":12012004457,"nonDiscretionaryAccounts":313,"wrapProgram":null,"nonUsClientsPct":17,"nonAumClients":0},"clientTypes":[{"label":"High-net-worth individuals","clients":219,"regulatoryAum":13660963780},{"label":"Pooled investment vehicles","clients":126,"regulatoryAum":4101519421},{"label":"Pension and profit-sharing plans","clients":null,"regulatoryAum":65066968},{"label":"Charitable organizations","clients":33,"regulatoryAum":2776327538}],"fees":[],"feeNotes":[],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"San Francisco, CA","smaAssets":10914860498}],"custodyNote":"Offit Capital Advisors has custody of $3.20B for 112 clients.","otherCustodians":[],"leadership":[{"name":"William Dixon","title":"Chief Investment Officer and Co-President","crd":"5724272"},{"name":"Igal Litovsky","title":"Co-President","crd":"5784101"},{"name":"Vincent Rella","title":"Chief Financial Officer","crd":"1880242"},{"name":"Kevin Mistretta","title":"Chief Compliance Officer","crd":"6177082"},{"name":"Ned Offit","title":"CEO and Managing Member","crd":"2404472"},{"name":"Todd Petzel","title":"Chief Economist","crd":"2945339"}],"ownership":[{"label":"Offit Holdings LLC","detail":"Member in the 50% to 75% ownership band and a control person, since May 2026."},{"label":"Tria Asset Holdings G, LLC","detail":"Member in the 10% to 25% ownership band, since May 2026."},{"label":"Ned Offit","detail":"Indirect owner: trustee of The Offit Family Trust and a control person, since July 2021.","parent":"The Offit Family Trust"},{"label":"Vincent Rella","detail":"Indirect owner: member of Offit Holdings LLC and a control person, since May 2026.","parent":"Offit Holdings LLC"},{"label":"The Offit Family Trust","detail":"Indirect owner: a member of Offit Holdings LLC in the 25% to 50% band, since May 2026.","parent":"Offit Holdings LLC"},{"label":"Todd Petzel","detail":"Indirect owner: member of Offit Holdings LLC and a control person, since May 2026.","parent":"Offit Holdings LLC"},{"label":"William Dixon","detail":"Indirect owner: member of Offit Holdings LLC and a control person, since May 2026.","parent":"Offit Holdings LLC"},{"label":"Igal Litovsky","detail":"Indirect owner: member of Offit Holdings LLC and a control person, since May 2026.","parent":"Offit Holdings LLC"},{"label":"Estate of Daniel Offit","detail":"Indirect owner: member of Offit Holdings LLC, since May 2026.","parent":"Offit Holdings LLC"},{"label":"Tria Capital Partners Assetco II, LLC","detail":"Indirect owner: a member of Tria Asset Holdings G, LLC in the 75% or more band and a control person, since May 2026.","parent":"Tria Asset Holdings G, LLC"},{"label":"Tria Capital Partners II, LLC","detail":"Indirect owner: a member of Tria Capital Partners Assetco II, LLC in the 75% or more band and a control person, since September 2021.","parent":"Tria Capital Partners Assetco II, LLC"},{"label":"Tria Capital Partners Holdings, LLC","detail":"Indirect owner: a member of Tria Capital Partners II, LLC in the 75% or more band and a control person, since September 2021.","parent":"Tria Capital Partners II, LLC"},{"label":"Benjamin Robins","detail":"Indirect owner: a member of Tria Capital Partners Holdings, LLC in the 25% to 50% band and a control person, since September 2021.","parent":"Tria Capital Partners Holdings, LLC"},{"label":"Yvonne Kanner","detail":"Indirect owner: a member of Tria Capital Partners Holdings, LLC in the 25% to 50% band and a control person, since September 2021.","parent":"Tria Capital Partners Holdings, LLC"},{"label":"Steven Cortez","detail":"Indirect owner: a member of Tria Capital Partners Holdings, LLC in the 25% to 50% band and a control person, since September 2021.","parent":"Tria Capital Partners Holdings, LLC"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":1,"privateResidences":0},"listedOfficeAddresses":2,"officesByState":[{"state":"California","offices":1,"addresses":[{"street":"11150 Santa Monica BLVD.","city":"Los Angeles"}]},{"state":"New York","offices":1,"addresses":[{"street":"485 Lexington Avenue, 19th Floor","city":"New York","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"212-588-3240","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Fixed fees (other than subscription fees)"],"activities":["Portfolio management for individuals and/or small businesses","Portfolio management for pooled investment vehicles (other than investment companies)","Portfolio management for businesses (other than small businesses) or institutional clients","Selection of other advisers (including private fund managers)"],"financialPlanningClients":null,"assetMix":[{"label":"Exchange-traded equity securities","percent":60},{"label":"U.S. government/agency bonds","percent":9},{"label":"U.S. state and local bonds","percent":13},{"label":"Securities issued by pooled investment vehicles (other than registered investment companies)","percent":10},{"label":"Cash and cash equivalents","percent":6},{"label":"Other","percent":2,"detail":"Alternative Investments"}],"privateFunds":123},"sources":{"adv1FilingDate":"19 August 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/144474/PDF/144474.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Offit Capital Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Offit Capital Advisors offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Offit Capital Advisors use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Offit Capital Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Offit Capital Advisors invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Offit Capital Advisors?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Offit Capital Advisors get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}