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OFFIT CAPITAL
Legal name: OFFIT CAPITAL ADVISORS LLC
CRD 144474File 801-68155
APPROVED
Retail clients
Custody
Filing as of Aug 19, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$20.60B
Top 10% of cohort (national)
Discretionary AUM
$8.59B
Non-discretionary $12.01B
Clients
378
567 accounts
Employees
82
Top 10% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Aug 1, 2007
- Principal office
- 485 LEXINGTON AVENUE, 19TH FLOOR, NEW YORK, NY, 10017
- Phone
- 212-588-3240
- Website
- HTTP://WWW.OFFITCAPITAL.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $20.60B
- Discretionary AUM
- $8.59B
- Non-discretionary AUM
- $12.01B
- Discretionary accounts
- 254
- Non-discretionary accounts
- 313
- Total accounts
- 567
- AUM per client
- $54.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 33 | $2.78B |
| High net worth individuals | 219 | $13.66B |
| Pooled investment vehicles | 126 | $4.10B |
| Pension and profit sharing plans | Fewer than 5 | $65.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 68 | 82 | increased by14 |
| Apr 1, 2026 | Clients | 344 | 378 | increased by34 |
| Apr 1, 2026 | AUM | $20,396,395,272 | $20,603,877,707 | increased by$207,482,435 |
| Apr 1, 2026 | Accounts | 530 | 567 | increased by37 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 53 | 68 | increased by15 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 266 | 344 | increased by78 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $17,770,999,811 | $20,396,395,272 | increased by$2,625,395,461 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 497 | 530 | increased by33 |
| Apr 1, 2022 | Employees | 50 | 53 | increased by3 |
| Apr 1, 2022 | Clients | 229 | 266 | increased by37 |
| Apr 1, 2022 | AUM | $15,201,812,110 | $17,770,999,811 | increased by$2,569,187,701 |
| Apr 1, 2022 | Accounts | 456 | 497 | increased by41 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “OFFIT CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“OFFIT CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.