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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
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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 William’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.