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CEO and Managing Member · Offit Capital

Ned S. Offit

CRD 2404472 · Named on Form ADV at one SEC-registered adviser

At a glance

Offit Capital, an SEC-registered wealth manager based in New York, NY with $20.6 billion in regulatory assets, lists Ned S. Offit on its Form ADV as CEO and Managing Member, a control person.

Firms and roles

  • Offit CapitalCEO and Managing MemberWealth manager · New York, NY · $21B in regulatory assets

AtlasMembers

Ned’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Ned’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.