AdvisorCensus / Financial advisors / New York / New York / Offit Capital
Offit Capital is an SEC-registered investment advisory firm in New York, NY, registered since 2007, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated August 19, 2026.
Quick answers
From the filingHow is Offit Capital compensated?
On its Form ADV (Item 5.E, October 2026), Offit Capital reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).
What does Offit Capital's brochure say about its fees?
Its Form ADV Part 2A brochure dated July 23, 2026 states: Asset-based fee: 0.25% to 1% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Offit Capital located?
Offit Capital's principal office is in New York, NY, according to its Form ADV; the September 2026 filing also lists 1 other office (Schedule D, Section 1.F).
Is Offit Capital registered with the SEC or a state?
Offit Capital is an SEC-registered investment advisory firm, registered since 2007. Status as filed: Approved. CRD 144474.
How much does Offit Capital manage?
Offit Capital reports $20,603,877,707 in regulatory assets under management in its Form ADV filing dated August 19, 2026 (42% discretionary).
How have Offit Capital's assets and staff changed since 2021?
In the Form ADV data for Offit Capital: Regulatory assets under management: $15,201,812,110 in the October 2021 data and $20,603,877,707 in the October 2026 data, up 36%. Total employees: 50 in October 2021 and 82 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Offit Capital serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (219); pooled investment vehicles (other than investment companies and business development companies) (126); charitable organizations (33).
Which custodians does Offit Capital use?
Offit Capital's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.
Does Offit Capital report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/144474
Does Offit Capital state an account minimum?
Its Form ADV Part 2A brochure dated July 23, 2026 says: "Offit Capital generally requires a minimum commitment of $50 million to establish a Client relationship."
What changed in Offit Capital's recent Form ADV filings?
In the August 2026 filing data: Updated its list of owners and control persons (Schedule A).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAsset-based fee: 0.25% to 1% a year (a range, as the brochure states it)
The brochure's wording
The fee schedule generally ranges from 0.25% to 1.00% depending on the services provided.
Account minimum: $50,000,000
The brochure's wording
Offit Capital generally requires a minimum commitment of $50 million to establish a Client relationship.
As stated in the firm's Form ADV Part 2A brochure dated July 23, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$20,603,877,707 as of October 2026, filing dated August 19, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- 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)
Registration and firm details
Items 1, 2, 5- Legal name
- Offit Capital Advisors LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2007 (19 years)
- Employees
- Total: 82. Performing investment advisory functions: 55.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- Other offices (Schedule D, Section 1.F)
-
1 other office, as of the September 2026 filing
- States registered or notice-filed
-
12 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $20,603,877,707 | 82 | August 19, 2026 |
| October 2025 | $20,396,395,272 | 68 | July 1, 2025 |
| October 2024 | $18,010,688,012 | 67 | July 3, 2024 |
| October 2023 | $16,052,288,135 | 62 | July 20, 2023 |
| October 2022 | $17,770,999,811 | 53 | September 19, 2022 |
| October 2021 | $15,201,812,110 | 50 | August 16, 2021 |
Regulatory assets under management: $15,201,812,110 in the October 2021 data and $20,603,877,707 in the October 2026 data, up 36%.
Total employees: 50 in October 2021 and 82 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- August 2026
- Updated its list of owners and control persons (Schedule A).
- April 2026
- Employees performing advisory functions went from 46 to 55.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Offit Capital (CRD 144474): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/offit-capital-new-york-ny-144474