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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-01-2007
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Between July 1, 2025 and July 23, 2026, reported AUM increased 1.0%, from $20.4B to $20.6B.
Across 5 reported observations, AUM increased 15.9% between September 19, 2022 and July 23, 2026, from $17.8B to $20.6B.
Of the latest reported AUM, 41.7% is discretionary and 58.3% is non-discretionary.
The firm reports 55 advisory representatives and 378 clients, or 6.9 clients per representative. That equates to $54.5M in reported AUM per client.
The profile lists 1 reported office location and 19 years in operation. The source data was last updated on August 19, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
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The full Offit Capital record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
WILLIAM J DIXON
Chief Investment Officer, Co President and Co Chief Investment Officer, Co-President, Vice President
- CRD
- --
- Ownership
- Less than 5%
IGAL NMI LITOVSKY
Advisor, Co-President
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 6 owners & executives
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Mark C. Abrahamsen
Partner, Client Advisory
- CRD
- --
Daniel B. Altman
Vice President
- CRD
- --
Showing 2 of 20 contacts
Unlock allAssets Under Management
| 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
SMA allocation detail is available
Offit Capital has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q3 2023
Review the latest reported holdings
Offit Capital's 13F holdings detail is available for Q3 2023, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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