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| Offit Capital Advisors LLC
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|---|---|
| CRD # | 144474 |
| SEC # | 801-68155 |
| CIK # | 0001424071 |
| AUM | $20.6 B (2026-03-30) |
| Employees | 82 (67% Investors, 0% Brokers) |
| Phone | 212-588-3240 |
| Address | 485 Lexington Avenue New York, NY 10017 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($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 as ACWI Alpha EXT Segregated Portfolio | 2026-03-30 | 112.0 | |
| PE | OCA DOF VII LLC | 2026-03-30 | 55.3 | |
| PE | OCA DP LLC | 2026-03-30 | 70.8 | |
| PE | OCA PHP Segregated Portfolio | 2026-03-30 | 18.9 | |
| PE | OCA RDF IV LLC | 2026-03-30 | 19.6 | |
| PE | OCA RDF IV Segregated Portfolio | 2026-03-30 | 22.1 | |
| PE | OCA TCG Crossover III LLC | 2026-03-30 | 14.8 | |
| PE | OCA THLP Fund X LLC | 2026-03-30 | 18.8 | |
| PE | OCA Trident X LLC | 2026-03-30 | 14.7 | |
| PE | OCA VDF IV LLC | 2026-03-30 | 15.9 | |
| 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) | 219 | 13.7 |
| (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 | 126 | 4.1 |
| (g) Pension and profit sharing plans | 0 | 0.1 |
| (h) Charitable organizations | 33 | 2.8 |
| (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 | 567 | 20.6 |
| By Discretionary | ||
| Discretionary | 254 | 8.6 |
| Non-Discretionary | 313 | 12.0 |
| Total | 567 | 20.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.5 | |
| United States Persons | 17.1 | |
| Total | 567 | 20.6 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Christine Jurinich | 45 | 4 | ||
| Marc Baum | 32 | 4 | ||
| Anthony Bienstock | 16 | 3 | ||
| Ned Offit | 157 | 2 | ||
| Vincent Rella | 139 | 2 | ||
| Offit Capital Advisors LLC | 118 | 2 | ||
| Daniel Offit | 53 | 2 | ||
| Morris Offit | 48 | 2 | ||
| Mark Abrahamsen | 47 | 2 | ||
| Todd Petzel | 47 | 2 | ||
| View All | ||||
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 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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|---|---|---|
|
Waverly Advisors LLC
✚
|
AL | 29.8 |
|
Oxford Financial Group Ltd LLC
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|
IN | 23.3 |
|
Jordan Park Group LLC
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CA | 23.3 |
|
Ehrenkranz Partners LP
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NY | 21.5 |
|
Gordian Capital Singapore Private Limited
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21.1 | |
|
Summit Trail Advisors LLC
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NY | 19.9 |
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Fiera Capital Inc
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|
NY | 17.3 |
|
Gresham Partners LLC
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IL | 13.8 |
|
Valeo Financial Advisors LLC
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IN | 13.0 |
|
CURI Capital LLC
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IL | 11.6 |