{
  "crd_number": 144474,
  "slug": "offit-capital-new-york-ny-144474",
  "primary_business_name": "OFFIT CAPITAL",
  "legal_name": "OFFIT CAPITAL ADVISORS LLC",
  "dbas": [],
  "city": "New York",
  "state": "NY",
  "country": "United States",
  "cbsa_code": "35620",
  "metro": {
    "cbsa_code": "35620",
    "common_name": "New York",
    "msa_name": "New York-Newark-Jersey City, NY-NJ",
    "path": "/advisors/ny/new-york"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2007-08-01",
  "years_registered": 19,
  "period": "2026-10-01",
  "filing_date": "2026-08-19",
  "carried_forward": false,
  "raum_total": 20603877707.0,
  "raum_discretionary": 8591873250.0,
  "raum_non_discretionary": 12012004457.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 82,
  "advisory_employees": 55,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 2776327538.0,
      "count": 33
    },
    "pension_profit_sharing": {
      "raum": 65066968.0,
      "count": null,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 13660963780.0,
      "count": 219
    },
    "pooled_investment_vehicles": {
      "raum": 4101519421.0,
      "count": 126
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "CT",
    "DC",
    "DE",
    "FL",
    "IL",
    "MD",
    "NJ",
    "NY",
    "PA",
    "TX",
    "WI"
  ],
  "websites": [
    "https://offitcapital.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/144474",
  "city_as_filed": "NEW YORK",
  "url": "https://advisorcensus.com/firm/offit-capital-new-york-ny-144474",
  "display_name": "Offit Capital",
  "summary": "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.",
  "citation": "AdvisorCensus. Offit Capital (CRD 144474): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "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)"
  ],
  "quick_answers": [
    {
      "q": "How is Offit Capital compensated?",
      "a": "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)."
    },
    {
      "q": "What does Offit Capital's brochure say about its fees?",
      "a": "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."
    },
    {
      "q": "Where is Offit Capital located?",
      "a": "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)."
    },
    {
      "q": "Is Offit Capital registered with the SEC or a state?",
      "a": "Offit Capital is an SEC-registered investment advisory firm, registered since 2007. Status as filed: Approved. CRD 144474."
    },
    {
      "q": "How much does Offit Capital manage?",
      "a": "Offit Capital reports $20,603,877,707 in regulatory assets under management in its Form ADV filing dated August 19, 2026 (42% discretionary)."
    },
    {
      "q": "How have Offit Capital's assets and staff changed since 2021?",
      "a": "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."
    },
    {
      "q": "What types of clients does Offit Capital serve?",
      "a": "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)."
    },
    {
      "q": "Which custodians does Offit Capital use?",
      "a": "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."
    },
    {
      "q": "Does Offit Capital report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "Does Offit Capital state an account minimum?",
      "a": "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.\""
    },
    {
      "q": "What changed in Offit Capital's recent Form ADV filings?",
      "a": "In the August 2026 filing data: Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 15201812110.0,
      "total_employees": 50,
      "filing_date": "2021-08-16"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 17770999811.0,
      "total_employees": 53,
      "filing_date": "2022-09-19"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 16052288135.0,
      "total_employees": 62,
      "filing_date": "2023-07-20"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 18010688012.0,
      "total_employees": 67,
      "filing_date": "2024-07-03"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 20396395272.0,
      "total_employees": 68,
      "filing_date": "2025-07-01"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 20603877707.0,
      "total_employees": 82,
      "filing_date": "2026-08-19"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-08-01",
      "period_label": "August 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 46 to 55."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated July 23, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": "0.25% to 1% a year",
    "stated_maximum": null,
    "account_minimum": "$50,000,000",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 0.25% to 1% a year (a range, as the brochure states it)"
        ],
        "quotes": [
          "The fee schedule generally ranges from 0.25% to 1.00% depending on the services provided."
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $50,000,000"
        ],
        "quotes": [
          "Offit Capital generally requires a minimum commitment of $50 million to establish a Client relationship."
        ]
      }
    ],
    "quotes": [
      "The fee schedule generally ranges from 0.25% to 1.00% depending on the services provided.",
      "Offit Capital generally requires a minimum commitment of $50 million to establish a Client relationship."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/offit-capital-new-york-ny-144474.md",
  "clients": [
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 219,
      "fewer_than_5": false,
      "raum": 13660963780.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 126,
      "fewer_than_5": false,
      "raum": 4101519421.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": 65066968.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 33,
      "fewer_than_5": false,
      "raum": 2776327538.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/144474",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}