|
⚲
|
| Keyboard |
| Offit Capital Advisors LLC
✚
|
|
|---|---|
| CRD # | 144474 |
| SEC # | 801-68155 |
| CIK # | |
| AUM | 20.60 B (2026-03-30) |
| Employees | 82 (67% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 212-588-3240 |
| Address | 485 Lexington Avenue New York, NY 10017 |
| Source | [IAPD] [Website] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| PE | OCA as ACWI Alpha EXT Segregated Portfolio | 2026-03-30 | 112.0 M | |
| PE | OCA DOF VII LLC | 2026-03-30 | 55.3 M | |
| PE | OCA DP LLC | 2026-03-30 | 70.8 M | |
| PE | OCA PHP Segregated Portfolio | 2026-03-30 | 18.9 M | |
| PE | OCA RDF IV LLC | 2026-03-30 | 19.6 M | |
| PE | OCA RDF IV Segregated Portfolio | 2026-03-30 | 22.1 M | |
| PE | OCA TCG Crossover III LLC | 2026-03-30 | 14.8 M | |
| PE | OCA THLP Fund X LLC | 2026-03-30 | 18.8 M | |
| PE | OCA Trident X LLC | 2026-03-30 | 14.7 M | |
| PE | OCA VDF IV LLC | 2026-03-30 | 15.9 M | |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($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 | Executive Officer | 45 | 4 | |
| Marc Baum | Executive Officer | 32 | 4 | |
| Anthony Bienstock | Executive Officer | 16 | 3 | |
| Ned Offit | Director, Executive Officer | 157 | 2 | |
| Vincent Rella | Executive Officer | 139 | 2 | |
| Offit Capital Advisors LLC | Executive Officer | 118 | 2 | |
| Daniel Offit | Director, Executive Officer | 53 | 2 | |
| Morris Offit | Executive Officer | 48 | 2 | |
| Mark Abrahamsen | Executive Officer | 47 | 2 | |
| Todd Petzel | Executive Officer | 47 | 2 | |
| Thomas Carrier | Executive Officer | 40 | 2 | |
| Offit Capital Advisors | Executive Officer | 21 | 2 | |
| Jessica Trask | Executive Officer | 36 | 1 | |
| Igal Litovsky | Executive Officer | 36 | 1 | |
| Dan Offit | Director, Executive Officer | 25 | 1 | |
| Oca Partners | Executive Officer | 3 | 1 | |
| Christine Jurnich | Executive Officer | 2 | 1 | |
| Oca Partners LLC | Executive Officer | 2 | 1 | |
| Offit Cpaital Advisors | Executive Officer | 1 | 1 | |
| Chrstine Jurinich | Executive Officer | 1 | 1 | |
| Offit Captial Advisors LLC | Executive Officer | 1 | 1 | |
| Offit Capital Adviosrs LLC | Executive Officer | 1 | 1 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Fund Types | Hedge Fund, Private Equity, Real Estate |
| LEI | 254900I61JHD22J34C63 |
| Comparable Firms | State | AUM |
|---|---|---|
|
Waverly Advisors LLC
✚
|
AL | 29.78 B |
|
Oxford Financial Group Ltd LLC
✚
|
IN | 23.33 B |
|
Jordan Park Group LLC
✚
|
CA | 23.26 B |
|
Ehrenkranz Partners LP
✚
|
NY | 21.54 B |
|
Gordian Capital Singapore Private Limited
✚
|
21.08 B | |
|
Summit Trail Advisors LLC
✚
|
NY | 19.94 B |
|
Fiera Capital Inc
✚
|
NY | 17.28 B |
|
Gresham Partners LLC
✚
|
IL | 13.80 B |
|
Valeo Financial Advisors LLC
✚
|
IN | 12.96 B |
|
CURI Capital LLC
✚
|
IL | 11.58 B |