Wealth manager, independent · New York, NY
Offit Capital
Offit Capital Advisors LLC · SEC-registered investment adviser · CRD 144474 · SEC 801-68155
At a glance
Offit Capital is an SEC-registered investment adviser based in New York, New York, with $20.6 billion in regulatory assets under management as of its Form ADV filed August 19, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 219 individual clients. By Form ADV it is a wealth manager, ranked 87th of 8,915 wealth managers and 857th of 17,210 SEC-registered advisers by assets.
Main office 212-588-3240offitcapital.comAs filed on Form ADV
- Regulatory AUM
- $21B
- Rank among wealth managers
- #87 of 8,915
- Rank among all SEC RIAs
- #857 of 17,210
- Rank in New York
- #227 of 2,591
- Individual clients
- 219
- High-net-worth clients
- 219
- Accounts
- 567
- Discretionary
- 42% of AUM
- Employees
- 82
- Advisory staff
- 55
- Offices
- 2
Owners and executives on its Form ADV
- William J DixonChief Investment Officer and Co-President
- Ned S. OffitCEO and Managing Member
- Vincent M. RellaChief Financial Officer
- Todd E. PetzelChief Economist
- Igal N. LitovskyCo-President
- Kevin J. MistrettaChief Compliance Officer
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 219 | $14B | 66% |
| Pooled investment vehicles | 126 | $4.1B | 20% |
| Charitable organizations | 33 | $2.8B | 13% |
| Pension and profit sharing plans | – | $65M | <1% |
Private funds
Offit Capital reports 123 private funds with $4.1B in gross assets: hedge funds, private equity funds (Form ADV Item 7.B).
Disciplinary disclosures
Offit Capital reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗offitcapital.com ↗
AtlasMembers
The full record on Offit Capital
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 213 peers of its type and size
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- Owners and executives, with titles and stakes
- 6 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Offit Capital manage?
Offit Capital reports $20.6 billion in regulatory assets under management across 567 accounts, 42% of it on a discretionary basis, on its Form ADV filed August 19, 2026.
What kind of firm is Offit Capital?
Offit Capital is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Offit Capital’s clients?
By assets, its largest client types are high-net-worth individuals ($13.7 billion, 219 clients); pooled investment vehicles ($4.1 billion, 126 clients); charitable organizations ($2.8 billion, 33 clients).
Does Offit Capital manage private funds?
Yes. It reports 123 private funds with $4.1 billion in gross assets, including hedge funds, private equity funds.
Does Offit Capital have any disciplinary history?
Offit Capital reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Offit Capital’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-08-19), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →