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Offit Capital

Offit Capital. CRD 144474

Offit Capital logo

CRD: 144474

Offit Capital

NEW York, NY, 10017
2125883240
www.offitcapital.com
$20.6B Total AUM
$8.6B Disc. AUM
4.3% 3Y CAGR
82 Employees
378 ADV. Clients
18 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
--
Established Date
07-01-2007
Office Locations
1

Office Locations

485 Lexington Avenue 24th Floor NEW York NY

About Offit Capital

Offit Capital is an SEC-registered, independent, management-owned RIA (founded 2007) providing customized investment management and OCIO services with full discretionary capabilities. The firm serves wealthy individuals, multi-generational families, endowments and foundations, applying a transparent approach across global asset classes, including tax-aware core fixed income. Offices in New York and Los Angeles.

Team overview

41 AVG AGE
$374.6M AVG AUM / ADVISOR
$54.5M AVG AUM / CLIENT
11.7 yrs AVG TENURE
82 Employees
55 Advisory Reps
0 RIA Reps
18yrs Firm Age

Insights

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Accredited Investors

Beacon

Asset Classes

Beacon foundation Glacier alpha Radial Unison atlas Timber Pioneer Insight peak Eagle element Element frontier Ridge

Custodian

Vertex quantum Element Pathway peak Pathway Pioneer Harbor Meridian Vital Legacy Prime Prime Zenith prime North vector

Investment Themes

Pathway north

Investment Vehicles

Oak Quantum prime

Platform

Foundation matrix

Services

Vital catalyst Vital foundation Ridge

Owner & Executives

N

NED STEVEN OFFIT

Associate, Chief Executive Officer, Managing Member

CRD
--
Ownership
10% but less than 25%
(572) 302-2356
catalyst.frontier@frontiercapital.com
in linkedin.com/in/legacy-eagle
W

WILLIAM J DIXON

Co-Chief Investment Officer, Co-President, Vice President

CRD
--
Ownership
5% but less than 10%
(495) 881-9840
alpha.prime@momentumcapital.com
in linkedin.com/in/delta-signal
G

Glacier bridge

Legacy glacier

CRD
#16736
Ownership
37.2%
(807) 670-7098
signal.focus@oakcapital.com
in linkedin.com/in/legacy-vertex

Showing 2 of 6 owners & executives

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Contacts

M

Mark C. Abrahamsen

Partner, Client Advisory

CRD
--
(363) 608-1576
frontier.frontier@vertexcapital.com
in linkedin.com/in/prime-vector
D

Daniel B. Altman

Vice President

CRD
--
(254) 742-8286
glacier.pioneer@eaglecapital.com
in linkedin.com/in/oak-delta
V

Vector horizon

Foundation atlas

CRD
#50755
(387) 236-4288
vital.focus@vitalcapital.com
in linkedin.com/in/matrix-value

Showing 2 of 20 contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
09-19-2022
07-20-2023
07-03-2024
07-01-2025
03-30-2026
Category Assets AVG. Account size
Discretionary $8,591,873,250 $33,826,273
Non-Discretionary $12,012,004,457 $38,377,011
Total $20,603,877,707 $36,338,409

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Separately Managed Accounts

Total SMA Asset: $16,502,358,286

$16.5B Total SMA
Equity - Exchange:
7.3%
Municipal Bonds:
21.4%
Private Funds:
15.2%
U.S. Government/Agency:
20.3%
Cash:
22.1%
Other:
13.7%
Asset class Assets Assets %
Equity - Exchange $593,788,521 7.3%
Municipal Bonds $1,740,695,115 21.4%
Private Funds $1,236,381,577 15.2%
U.S. Government/Agency $1,651,220,132 20.3%
Cash $1,797,633,740 22.1%
Other $1,114,370,237 13.7%
Total $8,134,089,322 100.0%

13F Holdings | Q3 2023

Issuer Class Cusip Ticker % Value
CAPITAL RIDGE TIMBER VERTEX 8MMLZGCBM GDHP 2.38% $64,774,218
VITAL MOMENTUM BRIDGE PIONEER 7IJEVH634 KQTJJ 7.30% $47,864,411
WAVE DELTA MATRIX CAPITAL B99VECI2J ZUHU 11.60% $7,896,463
PRIME HORIZON CREST MATRIX FRONTIER RVSYMC705 MPCCH 10.79% $86,855,351
FRONTIER GLACIER CAPITAL BRIDGE QPIL2TX26 YMMSQ 11.39% $11,066,661
ZENITH LEGACY OPTIMA INSIGHT BEACON D6W5XG4DV QMAW 8.57% $63,056,828
ZENITH OPTIMA CREST PRIME FBWL4RJ82 OAKV 10.86% $45,571,809
BEACON CREST UNISON NORTH GLACIER X0925GJZ3 ZKQ 6.94% $117,977,184

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