Offit Capital Advisors LLC

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Assets, Funds, Holdings

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Offit Capital Advisors LLC
CRD #144474
SEC #801-68155
CIK #0001424071
AUM $18.0 BB (2024-07-03)
Employees 67 (67% Investors, 0% Brokers)
Phone212-588-3240
Address485 Lexington Avenue
New York, NY 10017
Source [IAPD] [EDGAR] [Website]
Total AUM ($BB)
2016128402007201320192025
Type Form D Funds Date Sold ($MM) AUM ($MM)
PE OCA H Specialty Lending INT VI Segregated Portfolio 2024-07-03 30.0
PE OCA H Specialty Lending VI LLC [2024-07-03] 26.0 20.8
PE OCA JPAF Segregated Portfolio [2024-07-03] 24.9 27.1
PE OCA L Catterton X LLC [2024-07-03] 40.4 40.5
HF OCA Preferred Income LLC [2024-07-03] 116.9 112.7
PE OCA SCGE 2023 TE LLC [2024-07-03] 6.0 6.7
PE OCA TA XV LLC [2024-07-03] 9.8 9.8
PE OCA TA XV TE LLC [2024-07-03] 22.0 23.1
PE OCA Apollo X LLC [2024-03-29] 24.4 24.4
PE OCA Apollo X TE LLC [2024-03-29] 19.3 19.3
View All
AUM Breakdown Accounts AUM ($BB)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 139 11.6
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 103 3.3
(g) Pension and profit sharing plans 0 0.1
(h) Charitable organizations 35 3.1
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 507 18.0
By Discretionary
Discretionary 202 7.0
Non-Discretionary 305 11.1
Total 507 18.0
By Non-United States Persons
Non-United States Persons 2.7
United States Persons 15.3
Total 507 18.0
Form D Directors # Filings # Firms 2011 - 2024
Marc Baum 32
Christine Jurinich 45
Anthony Bienstock 16
Ned Offit 144
Vincent Rella 124
Offit Capital Advisors LLC 103
Daniel Offit 53
Morris Offit 48
Mark Abrahamsen 47
Todd Petzel 47
View All
EDGAR Form CIK 2011 - 2024
13F-HR [0001424071]
SC 13G [0001424071]
Form 13D/13G Filer Form 13D/13G Subject Filed
Offit Capital Advisors LLC Claros Mortgage Trust Inc [2022-05-27]
Comparable Firms State AUM ($BB)
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NY 25.3
Mai Capital Management LLC
OH 19.7
Oxford Financial Group Ltd LLC
IN 18.2
Ehrenkranz Partners LP
NY 18.0
Summit Trail Advisors LLC
NY 17.7
Jordan Park Group LLC
CA 15.4
Boylston Advisors LP
MA 12.5
Gordian Capital Singapore Private Limited
11.9
Gerber/Taylor Management LLC
TN 10.4
Gresham Partners LLC
IL 10.4
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