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 $20.6 B (2026-03-30)
Employees 82 (67% Investors, 0% Brokers)
Phone212-588-3240
Address485 Lexington Avenue
New York, NY 10017
Source [IAPD] [EDGAR] [Website]
Total AUM ($B)
25201510502005201220192027
Sector Form 13F Holdings Value ($M)
Claros Mortgage Trust Inc 60.1
 
 
 
 
 
 
 
 
 
 
Holdings by Sector ($M)
2502001501005002020202120222024
Type Form D Funds Date Sold ($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
PE OCA DHIF III LLC [2025-03-27] 15.3 41.3
PE OCA DHIF III Segregated Portfolio [2025-03-27] 6.3 25.8
PE OCA EQ LLC [2025-03-27] 53.4 91.9
PE OCA EQ Segregated Portfolio [2025-03-27] 14.3 39.2
PE OCA FSSA Asian Equity Leaders Fund LLC [2025-03-27] 85.0 106.2
PE OCA FSSA Asian Equity Leaders SP [2025-03-27] 28.3 37.6
PE OCA Nut Tree Drawdown II LLC [2025-03-27] 32.0 32.3
PE OCA Pennybacker VI LLC [2025-03-27] 16.9 26.7
PE OCA Pennybacker VI TE LLC [2025-03-27] 5.7 5.8
PE OCA RA Capital Healthcare II Segregated Portfolio [2025-03-27] 19.6 33.8
PE OCA Sunriver Long Fund Segregated Portfolio [2025-03-27] 0.2 35.9
PE OCA TSI LLC [2025-03-27] 41.4 45.0
PE OCA VA X LLC 2025-03-27 9.9
PE OCA venBio V LLC [2025-03-27] 16.0 15.5
PE OCA H Specialty Lending INT VI Segregated Portfolio [2024-07-03] 8.3 25.6
PE OCA H Specialty Lending VI LLC [2024-07-03] 26.0 34.7
PE OCA JPAF Segregated Portfolio [2024-07-03] 33.1 43.4
PE OCA L Catterton X LLC [2024-07-03] 40.4 50.8
HF OCA Preferred Income LLC [2024-07-03] 129.2 125.6
PE OCA SCGE 2023 TE LLC [2024-07-03] 6.0 9.0
PE OCA TA XV LLC [2024-07-03] 9.8 9.6
PE OCA TA XV TE LLC [2024-07-03] 18.4 18.0
PE OCA Apollo X LLC [2024-03-29] 24.4 26.3
PE OCA Apollo X TE LLC [2024-03-29] 19.3 20.9
PE OCA BCP IV LLC [2023-03-30] 45.0 68.7
PE OCA BCP IV Segregated Portfolio [2023-03-30] 22.6 32.1
HF OCA Braidwell LLC [2023-03-30] 104.1 57.6
HF OCA Braidwell TE LLC [2023-03-30] 77.2 67.7
PE OCA BREP X LLC [2023-03-30] 10.9 11.9
PE OCA BREP X Segregated Portfolio [2023-03-30] 3.0 3.3
PE OCA Brigade Credit Dislocation Fund LLC 2023-03-30 145.6
PE OCA BV XIV LLC [2023-03-30] 23.3 23.8
PE OCA BV XIV TE LLC [2023-03-30] 12.4 12.7
PE OCA Dkldo VI LLC [2023-03-30] 17.2 20.6
PE OCA Dkldo VI Segregated Portfolio [2023-03-30] 18.5 22.8
PE OCA FCC IV Segregated Portfolio [2023-03-30] 13.8 14.1
PE OCA IGCF V LLC [2023-03-30] 6.5 5.8
PE OCA IGCF V Segregated Portfolio [2023-03-30] 21.5 20.3
PE OCA New Mountain Net Lease II LLC [2023-03-30] 75.4 78.4
PE OCA ORTF IIA LLC [2023-03-30] 37.6 42.0
PE OCA ORTF IIB LLC [2023-03-30] 41.3 45.5
PE OCA RA Capital Healthcare LLC [2023-03-30] 11.0 32.8
PE OCA RA Capital Healthcare Segregated Portfolio [2023-03-30] 11.0 1.2
PE OCA SCGE 1 1 2022 LLC [2023-03-30] 38.6 42.3
PE OCA SCGE 1 1 2022 TE LLC [2023-03-30] 26.2 30.5
PE OCA Silver Lake VII LLC [2023-03-30] 15.8 17.6
PE OCA Silver Lake VII TE LLC [2023-03-30] 10.9 12.8
PE OCA SV VIII LLC [2023-03-30] 12.0 11.9
PE OCA Thoma Bravo XV LLC [2023-03-30] 7.0 9.4
PE OCA Thoma Bravo XV TE LLC [2023-03-30] 5.6 7.6
PE OCA Trident IX LLC [2023-03-30] 25.3 35.8
PE OCA Trident IX TE LLC [2023-03-30] 10.7 16.0
HF OCA WCM FIG LLC [2023-03-30] 40.3 52.4
PE OCA AKO European Long-Only LLC [2022-03-30] 165.2 118.0
PE OCA CHP Segregated Portfolio [2022-03-30] 70.8 147.3
PE OCA Crossharbor 2021 LLC [2022-03-30] 42.9 15.6
PE OCA Crossharbor 2021 TE LLC [2022-03-30] 11.3 11.8
HF OCA ESGS LLC [2022-03-30] 121.1 134.5
PE OCA FCC III LLC [2022-03-30] 49.7 48.9
PE OCA FCC IV LLC [2022-03-30] 42.9 45.2
PE OCA ICF LLC [2022-03-30] 33.9 8.5
PE OCA ICF Segregated Portfolio [2022-03-30] 96.8 18.6
PE OCA Penopps PV I LLC [2022-03-30] 32.9 23.8
PE OCA Penopps PV I Segregated Portfolio [2022-03-30] 20.7 16.9
PE OCA RA Capital Nexus II LLC [2022-03-30] 6.6 4.9
PE OCA TA XIV LLC [2022-03-30] 26.2 30.4
PE OCA TBP VII LLC [2022-03-30] 52.0 43.8
PE OCA TCG Crossover I LLC [2022-03-30] 12.7 20.2
PE OCA TF Segregated Portfolio [2022-03-30] 39.8 39.9
PE OCA Thoma Bravo Fund XIV LLC [2022-03-30] 27.1 32.6
PE OCA Thoma Bravo Fund XIV TE LLC [2022-03-30] 7.9 9.5
PE OCA Tiger Global PIP XV LLC [2022-03-30] 11.5 9.8
PE OCA Tiger Global PIP XV TE LLC [2022-03-30] 6.6 5.4
PE OCA VDF LLC [2022-03-30] 20.8 54.6
PE OCA VDF TE LLC [2022-03-30] 20.8 26.9
PE OCA venBio IV LLC [2022-03-30] 40.4 35.8
PE OCA venBio IV Segregated Portfolio [2022-03-30] 28.9 26.6
HF OCA VHF LLC [2022-03-30] 75.9 73.8
PE OCA VHF Segregated Portfolio [2022-03-30] 51.8 53.1
PE OCA VIP VI LLC [2022-03-30] 54.1 66.0
PE OCA VOF LLC [2022-03-30] 75.0 74.8
PE OCA WRFF LLC [2022-03-30] 19.7 0.0
PE OCA Breds IV LLC [2021-03-31] 26.1 19.4
PE OCA Breds IV TE LLC [2021-03-31] 21.1 15.7
HF OCA Legacy Private Partners LLC [2021-03-31] 29.8 1.3
PE OCA ORCC III LLC [2021-03-31] 30.0 4.0
PE OCA Silver Lake VI LLC [2021-03-31] 47.4 63.1
PE OCA Silver Lake VI TE LLC [2021-03-31] 27.2 36.2
PE OCA venBio III LLC [2021-03-31] 37.2 22.8
PE OCA venBio III Segregated Portfolio [2021-03-31] 25.2 12.1
PE OCA LCP IX Segregated Portfolio [2020-03-25] 41.3 45.7
PE OCA LREF VIII LLC [2019-03-29] 15.0 12.8
PE OCA SSA Segregated Portfolio [2019-03-29] 239.4 217.3
PE OCA TBP VI LLC [2019-03-29] 22.0 17.7
HF OCA CMTG LLC [2018-03-29] 161.1 16.6
PE OCA Silver Lake V LLC [2018-03-29] 34.0 36.1
PE OCA Silver Lake V TE LLC [2018-03-29] 17.2 18.5
HF OCA Anchorage LLC [2017-03-31] 15.4 0.7
HF OCA Anchorage Segregated Portfolio [2017-03-31] 8.5 0.5
PE OCA Breds III LLC [2017-03-31] 52.5 19.5
PE OCA Breds III TE LLC [2017-03-31] 19.1 7.1
PE OCA GEM Realty VI LLC [2017-03-31] 2.8 3.2
PE OCA LMMI IV LLC [2017-03-31] 33.0 32.0
PE OCA LMMI IV Segregated Portfolio [2017-03-31] 24.2 22.8
PE OCA ORC LLC [2017-03-31] 28.0 0.4
PE OCA LCP VIII Segregated Portfolio [2016-03-28] 6.3 3.8
HF OCA OHA Credit Fund LLC [2016-03-28] 237.4 568.2
PE OCA OHA Credit Fund Segregated Portfolio [2016-03-28] 533.3 20.5
HF OCA van Eck Concentrated Energy Equity Portfolio LLC [2016-03-28] 130.8 127.2
PE OCA GSO Capital Solutions Overseas Feeder Fund II Segregated Portfolio [2015-03-27] 15.3 7.7
HF OCA Iguana Healthcare Partners Segregated Portfolio [2015-03-27] 11.6 14.3
PE OCA GSO Capital Solutions Fund II LLC [2015-03-20] 32.0 14.6
HF OCA Iguana Long-Only Healthcare Fund LLC [2015-03-20] 73.7 73.7
PE OCA LCP VIII LLC [2015-03-20] 13.3 7.5
PE OCA MREP I LLC [2015-03-20] 28.0 16.0
PE OCA Patria V LLC [2015-03-20] 18.6 27.5
PE OCA HCRP III Fund LLC [2014-03-21] 2.4 2.4
PE OCA KKR Energy Fund LLC [2014-03-21] 12.6 0.5
HF OCA Sachem Head LLC [2014-03-21] 52.7 0.0
HF OCA Sachem Head Offshore Segregated Portfolio [2014-03-21] 13.5 0.0
PE OCA Sa Mezzanine II LLC [2014-03-21] 11.2 1.9
PE OCA Sa Mezzanine II Segregated Portfolio [2014-03-21] 18.5 3.2
HF OCA Strategos RMBS Fund LLC [2014-03-21] 335.5 262.7
PE OCA BREP VII Fund LLC [2013-03-20] 31.1 6.1
HF OCA Brigade Credit Fund II LLC [2013-03-20] 397.6 56.1
HF OCA Crmbs Fund LLC [2013-03-20] 27.7 22.4
HF OCA Global High Quality Fixed Income Fund LLC 2013-03-20 14.7
PE OCA Lechworth Fund LP [2013-03-20] 46.9 66.8
HF OCA Abrams Capital Partners II Feeder Fund LLC [2012-03-02] 26.6 1.2
HF OCA ACIL Segregated Portfolio 2012-03-02 1.0
HF OCA Ashmore Emerging Markets Currency Fund LLC [2012-03-02] 156.4 139.7
HF OCA Basso Multi-Strategy Feeder Fund LLC [2012-03-02] 0.0
HF OCA Brigade Leveraged Capital Structures Feeder Fund LLC [2012-03-02] 5.9 2.5
HF OCA Capital Preservation Fund LLC [2012-03-02] 31.2 0.0
HF OCA Chesapeake Partners Feeder Fund LLC [2012-03-02] 29.5 24.4
HF OCA Chesapeake Partners International Feeder Fund Segregated Portfolio [2012-03-02] 10.8 6.3
HF OCA Credit Opportunities Fund LP [2012-03-02] 0.0
HF OCA Credit Opportunities Offshore Fund LP [2012-03-02] 0.0
HF OCA Developing Countries Select Fund LP [2012-03-02] 70.2 90.7
HF OCA Drawbridge Special Opportunities Feeder Fund LLC [2012-03-02] 0.2
HF OCA EA Feeder Fund LLC [2012-03-02] 8.5 11.2
HF OCA Eagle Global MLP LLC [2012-03-02] 210.5 0.0
HF OCA EI Feeder Fund Segregated Portfolio 2012-03-02 2.7
HF OCA Eton Park Feeder Fund LLC [2012-03-02] 2.3
HF OCA Global Macro Fund LP [2012-03-02] 5.2 6.5
HF OCA Global Macro Fund Ltd [2012-03-02] 11.5 11.2
PE OCA Global Private Equity I LP [2012-03-02] 1.2
PE OCA GSO Capital Opportunities Feeder Fund LLC [2012-03-02] 0.0
HF OCA Multi-Manager Fund I LP [2012-03-02] 86.4 0.2
HF OCA Offshore Multi-Manager Fund I Ltd [2012-03-02] 35.0 0.1
HF OCA Owl Creek II Feeder Fund LLC [2012-03-02] 4.0 2.9
HF OCA Pershing Square Feeder Fund LLC [2012-03-02] 38.6 4.5
RE OCA Real Estate Opportunities Fund I LP [2012-03-02] 29.8 3.0
RE OCA Selene Residential Mortgage Opportunity Cayman Feeder Fund Segregated Portfolio [2012-03-02] 0.0
PE OCA Selene Residential Mortgage Opportunity Feeder Fund LLC [2012-03-02] 0.1
HF OCA Taconic Opportunity Feeder Fund LLC [2012-03-02] 3.6
HF OCA Wesley Mortgage REIT Fund LLC [2012-03-02] 454.4 64.1
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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