OFFIT CAPITAL

RIASEC RegisteredEst. 2007
Total AUM
$20.6B
Discretionary
$8.6B
42% of AUM
Avg account
$36.3M
Accounts
567
Employees
82
Advisory reps
7

Firm details

Headquarters
New York, New York
CRD number
144474
Registered since
August 1, 2007
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

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Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 60%, State & Local Bonds 13%, Private Funds 10%, US Government Bonds 9%, Cash & Cash Equivalents 6%, Other 2%60%
  • Exchange Traded Equities60%
  • State & Local Bonds13%
  • Private Funds10%
  • US Government Bonds9%
  • Cash & Cash Equivalents6%

Owners & executives

3 of 4
  • VINCENT RELLA

    Chief Financial OfficerCRD 1880242

  • TODD PETZEL

    Co-Chief Investment Officer / Chief EconomistCRD 2945339

  • NED OFFIT

    Co-Founder and CEOCRD 2404472

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Contacts

3 of 3
  • DANIEL OFFIT

    Co-FounderCRD 2616784

  • KEVIN MISTRETTA

    Managing DirectorCRD 6177082

  • IGAL LITOVSKY

    Co-PresidentCRD 5784101

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth