# 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.

- CRD: 144474
- Filed as: OFFIT CAPITAL
- Legal name: Offit Capital Advisors LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: August 19, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/144474
- AdvisorCensus page: https://advisorcensus.com/firm/offit-capital-new-york-ny-144474

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated July 23, 2026)

- Asset-based fee: 0.25% to 1% a year (a range, as the brochure states it)

> The fee schedule generally ranges from 0.25% to 1.00% depending on the services provided.

- Account minimum: $50,000,000

> Offit Capital generally requires a minimum commitment of $50 million to establish a Client relationship.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $20,603,877,707
- Discretionary: $8,591,873,250
- Non-discretionary: $12,012,004,457

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 219 | $13,660,963,780 |
| Pooled investment vehicles (other than investment companies and business development companies) | 126 | $4,101,519,421 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $65,066,968 |
| Charitable organizations | 33 | $2,776,327,538 |

### 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)

### Firm details
- Registered since: 2007 (19 years)
- Employees: 82 total, 55 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CT, DC, DE, FL, IL, MD, NJ, NY, PA, TX, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- Los Angeles, CA

### Websites listed on Form ADV (Item 1.I)
- offitcapital.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $15,201,812,110 | 50 | August 16, 2021 |
| October 2022 | $17,770,999,811 | 53 | September 19, 2022 |
| October 2023 | $16,052,288,135 | 62 | July 20, 2023 |
| October 2024 | $18,010,688,012 | 67 | July 3, 2024 |
| October 2025 | $20,396,395,272 | 68 | July 1, 2025 |
| October 2026 | $20,603,877,707 | 82 | August 19, 2026 |

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.

## 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Offit Capital (CRD 144474): Form ADV filing data as of October 2026.