OFFIT CAPITAL ADVISORS LLC
Legal name: OFFIT CAPITAL
CRD #144474 SEC #801-68155 NEW YORK, NY 212-588-3240
SEC Registered Private Funds
Total AUM
$20.4B
Discretionary
$7.8B
Employees
68
Clients
--
Accounts
530
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $20.4B | $7.8B | $12.6B | 68 | 0 |
| Mar 2025 | $20.4B | $7.8B | $12.6B | 68 | 0 |
| Jul 2024 | $18B | $7B | $11.1B | 67 | 0 |
| Apr 2024 | $18B | $7B | $11.1B | 67 | 0 |
| Mar 2024 | $18B | $7B | $11.1B | 67 | 0 |
| Jul 2023 | $16.1B | $5.9B | $10.1B | 62 | 0 |
| Mar 2023 | $16.1B | $5.9B | $10.1B | 62 | 0 |
| Sep 2022 | $17.8B | $5.5B | $12.3B | 53 | 0 |
| Mar 2022 | $17.8B | $5.5B | $12.3B | 53 | 0 |
| Aug 2021 | $15.2B | $4B | $11.2B | 50 | 0 |
| Mar 2021 | $15.2B | $4B | $11.2B | 50 | 0 |
| Jun 2020 | $13.9B | $4.1B | $9.8B | 56 | 0 |
| Mar 2020 | $13.9B | $4.1B | $9.8B | 56 | 0 |
| Dec 2019 | $11.6B | $3B | $8.6B | 46 | 0 |
| Mar 2019 | $11.6B | $3B | $8.6B | 46 | 0 |
| May 2018 | $11.1B | $2.8B | $8.3B | 40 | 0 |
| Mar 2018 | $11.1B | $2.8B | $8.3B | 40 | 0 |
| Jul 2017 | $9.9B | $2.4B | $7.5B | 40 | 100 |
| Mar 2017 | $9.9B | $2.4B | $7.5B | 40 | 100 |
| Jan 2017 | $9.2B | $2.7B | $6.5B | 41 | 100 |
| Mar 2016 | $9.2B | $2.7B | $6.5B | 41 | 100 |
| Jun 2015 | $9.2B | $2.4B | $6.8B | 39 | 100 |
| Mar 2015 | $9.2B | $2.4B | $6.8B | 39 | 100 |
| Mar 2015 | $9.2B | $2.4B | $6.8B | 39 | 100 |
| Mar 2014 | $8.4B | $2.1B | $6.3B | 36 | 100 |
| Aug 2013 | $7.1B | $1.6B | $5.5B | 34 | 100 |
| Mar 2013 | $7.1B | $1.6B | $5.5B | 34 | 100 |
| Mar 2013 | $7.1B | $1.6B | $5.5B | 34 | 100 |
| Mar 2012 | $5.4B | $1.5B | $3.9B | 11 | 26 |
| Mar 2011 | $5.2B | $1.4B | $3.8B | -- | -- |
| Mar 2010 | $4.2B | $724.9M | $3.5B | -- | -- |
| Mar 2009 | $4B | $398.7M | $3.6B | -- | -- |
| Mar 2008 | $5.1B | $177.1M | $4.9B | -- | -- |
| Aug 2007 | $4.4B | $0 | $4.4B | -- | -- |
DateJul 2025
Total AUM$20.4B
Discretionary$7.8B
Non-Disc.$12.6B
Employees68
Clients0
DateMar 2025
Total AUM$20.4B
Discretionary$7.8B
Non-Disc.$12.6B
Employees68
Clients0
DateJul 2024
Total AUM$18B
Discretionary$7B
Non-Disc.$11.1B
Employees67
Clients0
DateApr 2024
Total AUM$18B
Discretionary$7B
Non-Disc.$11.1B
Employees67
Clients0
DateMar 2024
Total AUM$18B
Discretionary$7B
Non-Disc.$11.1B
Employees67
Clients0
DateJul 2023
Total AUM$16.1B
Discretionary$5.9B
Non-Disc.$10.1B
Employees62
Clients0
DateMar 2023
Total AUM$16.1B
Discretionary$5.9B
Non-Disc.$10.1B
Employees62
Clients0
DateSep 2022
Total AUM$17.8B
Discretionary$5.5B
Non-Disc.$12.3B
Employees53
Clients0
DateMar 2022
Total AUM$17.8B
Discretionary$5.5B
Non-Disc.$12.3B
Employees53
Clients0
DateAug 2021
Total AUM$15.2B
Discretionary$4B
Non-Disc.$11.2B
Employees50
Clients0
DateMar 2021
Total AUM$15.2B
Discretionary$4B
Non-Disc.$11.2B
Employees50
Clients0
DateJun 2020
Total AUM$13.9B
Discretionary$4.1B
Non-Disc.$9.8B
Employees56
Clients0
DateMar 2020
Total AUM$13.9B
Discretionary$4.1B
Non-Disc.$9.8B
Employees56
Clients0
DateDec 2019
Total AUM$11.6B
Discretionary$3B
Non-Disc.$8.6B
Employees46
Clients0
DateMar 2019
Total AUM$11.6B
Discretionary$3B
Non-Disc.$8.6B
Employees46
Clients0
DateMay 2018
Total AUM$11.1B
Discretionary$2.8B
Non-Disc.$8.3B
Employees40
Clients0
DateMar 2018
Total AUM$11.1B
Discretionary$2.8B
Non-Disc.$8.3B
Employees40
Clients0
DateJul 2017
Total AUM$9.9B
Discretionary$2.4B
Non-Disc.$7.5B
Employees40
Clients100
DateMar 2017
Total AUM$9.9B
Discretionary$2.4B
Non-Disc.$7.5B
Employees40
Clients100
DateJan 2017
Total AUM$9.2B
Discretionary$2.7B
Non-Disc.$6.5B
Employees41
Clients100
DateMar 2016
Total AUM$9.2B
Discretionary$2.7B
Non-Disc.$6.5B
Employees41
Clients100
DateJun 2015
Total AUM$9.2B
Discretionary$2.4B
Non-Disc.$6.8B
Employees39
Clients100
DateMar 2015
Total AUM$9.2B
Discretionary$2.4B
Non-Disc.$6.8B
Employees39
Clients100
DateMar 2015
Total AUM$9.2B
Discretionary$2.4B
Non-Disc.$6.8B
Employees39
Clients100
DateMar 2014
Total AUM$8.4B
Discretionary$2.1B
Non-Disc.$6.3B
Employees36
Clients100
DateAug 2013
Total AUM$7.1B
Discretionary$1.6B
Non-Disc.$5.5B
Employees34
Clients100
DateMar 2013
Total AUM$7.1B
Discretionary$1.6B
Non-Disc.$5.5B
Employees34
Clients100
DateMar 2013
Total AUM$7.1B
Discretionary$1.6B
Non-Disc.$5.5B
Employees34
Clients100
DateMar 2012
Total AUM$5.4B
Discretionary$1.5B
Non-Disc.$3.9B
Employees11
Clients26
DateMar 2011
Total AUM$5.2B
Discretionary$1.4B
Non-Disc.$3.8B
Employees--
Clients--
DateMar 2010
Total AUM$4.2B
Discretionary$724.9M
Non-Disc.$3.5B
Employees--
Clients--
DateMar 2009
Total AUM$4B
Discretionary$398.7M
Non-Disc.$3.6B
Employees--
Clients--
DateMar 2008
Total AUM$5.1B
Discretionary$177.1M
Non-Disc.$4.9B
Employees--
Clients--
DateAug 2007
Total AUM$4.4B
Discretionary$0
Non-Disc.$4.4B
Employees--
Clients--