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| Offit Capital Advisors LLC
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| CRD # | 144474 |
| SEC # | 801-68155 |
| CIK # | 0001424071 |
| AUM | $20.4 B (2025-07-01) |
| Employees | 68 (68% Investors, 0% Brokers) |
| Phone | 212-588-3240 |
| Address | 485 Lexington Avenue New York, NY 10017 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Claros Mortgage Trust Inc | 60.1 | ||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | OCA DHIF III LLC | [2025-03-27] | 15.3 | 42.2 |
| PE | OCA DHIF III Segregated Portfolio | [2025-03-27] | 6.3 | 26.4 |
| PE | OCA EQ LLC | [2025-03-27] | 53.4 | 118.7 |
| PE | OCA EQ Segregated Portfolio | [2025-03-27] | 14.3 | 51.1 |
| PE | OCA FSSA Asian Equity Leaders Fund LLC | [2025-03-27] | 85.0 | 89.7 |
| PE | OCA FSSA Asian Equity Leaders SP | [2025-03-27] | 28.3 | 31.0 |
| PE | OCA Nut Tree Drawdown II LLC | [2025-03-27] | 32.0 | 42.3 |
| PE | OCA Pennybacker VI LLC | [2025-03-27] | 16.9 | 25.2 |
| PE | OCA Pennybacker VI TE LLC | [2025-03-27] | 5.7 | 5.6 |
| PE | OCA RA Capital Healthcare II Segregated Portfolio | [2025-03-27] | 1.4 | 20.9 |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 196 | 13.5 |
| (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 | 115 | 3.8 |
| (g) Pension and profit sharing plans | 0 | 0.1 |
| (h) Charitable organizations | 33 | 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 | 530 | 20.4 |
| By Discretionary | ||
| Discretionary | 231 | 7.8 |
| Non-Discretionary | 299 | 12.6 |
| Total | 530 | 20.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.8 | |
| United States Persons | 17.6 | |
| Total | 530 | 20.4 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 | |
|---|---|---|---|---|
| Marc Baum | 32 | |||
| Christine Jurinich | 45 | |||
| Anthony Bienstock | 16 | |||
| Ned Offit | 147 | |||
| Vincent Rella | 129 | |||
| Offit Capital Advisors LLC | 108 | |||
| Daniel Offit | 53 | |||
| Morris Offit | 48 | |||
| Todd Petzel | 47 | |||
| Mark Abrahamsen | 47 | |||
| View All | ||||
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 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] |
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|
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15.3 | |
|
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