Offit Capital is an SEC registered investment adviser organized as a limited liability company with a primary office location in New York, NY. Its latest Form ADV filing, dated March 30, 2026, reports $20.6B in regulatory assets under management, 82 employees, 1 office, and 567 accounts.
Assets Under Management
$20.6B
Employees
82
Offices
1 office
Total Clients
378
Primary office
NEW YORK, NY
485 LEXINGTON AVENUE, 24TH FLOOR, NEW YORK, NY, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 57.9% of total clients.
Top client categories% of clientsClients
1
HNWI
57.9%
219
2
Pooled Investment Vehicles
33.3%
126
3
Charitable
8.7%
33
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$20.6Bas of March 30, 2026
Discretionary41.7%
$8.6B
42% of total RAUM41.7%
Non-discretionary58.3%
$12.0B
58% of total RAUM58.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$20.6B
Total Accounts567
10Y AUM Change+$10.7B (+108.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees82
Clients per Employee5:1
10Y Employee Change+42 (+105.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.