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Offit Capital Advisors LLC
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CRD # | 144474 |
SEC # | 801-68155 |
CIK # | 0001424071 |
AUM | $18.0 BB (2024-07-03) |
Employees | 67 (67% Investors, 0% Brokers) |
Phone | 212-588-3240 |
Address | 485 Lexington Avenue New York, NY 10017 |
Source | [IAPD] [EDGAR] [Website] |
Total AUM ($BB) |
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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 ($BB) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 0 | 0.0 |
(b) Individuals (high net worth individuals) | 139 | 11.6 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 103 | 3.3 |
(g) Pension and profit sharing plans | 0 | 0.1 |
(h) Charitable organizations | 35 | 3.1 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 507 | 18.0 |
By Discretionary | ||
Discretionary | 202 | 7.0 |
Non-Discretionary | 305 | 11.1 |
Total | 507 | 18.0 |
By Non-United States Persons | ||
Non-United States Persons | 2.7 | |
United States Persons | 15.3 | |
Total | 507 | 18.0 |
Form D Directors | # Filings | # Firms | 2011 - 2024 | |
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Marc Baum | 32 | |||
Christine Jurinich | 45 | |||
Anthony Bienstock | 16 | |||
Ned Offit | 144 | |||
Vincent Rella | 124 | |||
Offit Capital Advisors LLC | 103 | |||
Daniel Offit | 53 | |||
Morris Offit | 48 | |||
Mark Abrahamsen | 47 | |||
Todd Petzel | 47 | |||
View All |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0001424071] | |
SC 13G | [0001424071] |
Form 13D/13G Filer | Form 13D/13G Subject | Filed |
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Offit Capital Advisors LLC | Claros Mortgage Trust Inc | [2022-05-27] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Tiedemann Advisors LLC
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NY | 25.3 |
Mai Capital Management LLC
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|
OH | 19.7 |
Oxford Financial Group Ltd LLC
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|
IN | 18.2 |
Ehrenkranz Partners LP
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|
NY | 18.0 |
Summit Trail Advisors LLC
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|
NY | 17.7 |
Jordan Park Group LLC
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|
CA | 15.4 |
Boylston Advisors LP
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|
MA | 12.5 |
Gordian Capital Singapore Private Limited
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11.9 | |
Gerber/Taylor Management LLC
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|
TN | 10.4 |
Gresham Partners LLC
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|
IL | 10.4 |