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 structured as a limited liability company and has been SEC-registered since 2007. The firm operates as a multi-faceted fund manager that acts as a capital allocator across hedge fund and private equity strategies; it also sponsors and serves as general partner/managing member for pooled vehicles. Its client base includes both individual and family investors as well as institutional clients. Compensation is a mix of percentage-of-AUM and fixed fees. Advisory activities extend beyond individual portfolio management to include management of pooled investment vehicles, portfolio work for businesses and institutions, and the selection of other advisers. Offit Capital is identified as a CPO/CTA, indicating it engages in commodity pool or commodity trading advisory activities. The firm is not described as an active ESG investor.