OFFIT CAPITAL

Legal name: OFFIT CAPITAL ADVISORS LLC

CRD 144474File 801-68155

APPROVED

Retail clients

Custody

Filing as of Jul 23, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$20.60B

Top 10% of cohort (national)

Discretionary AUM

$8.59B

Non-discretionary $12.01B

Clients

378

567 accounts

Employees

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, 5G

Compensation

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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

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.