Chief Investment Officer and Co-President · Offit Capital
William J. Dixon
CRD 5724272 · 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 William J. Dixon on its Form ADV as Chief Investment Officer and Co-President, a control person.
Firms and roles
- Offit CapitalChief Investment Officer and Co-PresidentWealth manager · New York, NY · $21B in regulatory assets
AtlasMembers
William’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
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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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
- Ned S. OffitCEO and Managing Member, Offit Capital
- Vincent M. RellaChief Financial Officer, Offit Capital
- Todd E. PetzelChief Economist, Offit Capital
- Igal LitovskyCo-President, Offit Capital
- Kevin J. MistrettaChief Compliance Officer, Offit Capital
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For William’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.