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

Clients

Accounts

530

Firm Details

Organization Type: Limited Liability Company
State of Formation: Delaware
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Jul 1, 2025
Branch Offices: 1
LEI: 254900I61JHD22J34C63

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
BAUM, MARC, LEWIS	I	CHIEF COMPLIANCE OFFICER	NA	Control
BAUM, MARC, LEWIS	I	CHIEF COMPLIANCE OFFICER	NA	Control
BOSCACCI, PAUL, J	I	CHIEF COMPLIANCE OFFICER	NA	Control
BOSCACCI, PAUL, J	I	CHIEF COMPLIANCE OFFICER	NA	Control
DIXON, WILLIAM, J	I	CO-CHIEF INVESTMENT OFFICER	NA	Control
DIXON, WILLIAM, J	I	CO-CHIEF INVESTMENT OFFICER	NA	Control
MISTRETTA, KEVIN, JOHN	I	CHIEF COMPLIANCE OFFICER	NA	Control
OFFIT, MORRIS, WOLF	I	CHAIRMAN AND MANAGING MEMBER	NA	Control
OFFIT, MORRIS, WOLF	I	CHAIRMAN AND MANAGING MEMBER	NA	Control
OFFIT, MORRIS, WOLF	I	CHAIRMAN AND MANAGING MEMBER	NA	Control
OFFIT, MORRIS, WOLF	I	CHAIRMAN AND MANAGING MEMBER	NA	Control
OFFIT, MORRIS, WOLF	I	CHAIRMAN AND MANAGING MEMBER	NA	Control
OFFIT, MORRIS, WOLF	I	CHAIRMAN AND MANAGING MEMBER	NA	Control
OFFIT, MORRIS, WOLF	I	CHAIRMAN AND MANAGING MEMBER	NA	Control
OFFIT, MORRIS, WOLF	I	CHAIRMAN AND MANAGING MEMBER	NA	Control
OFFIT, MORRIS, WOLF	I	CHAIRMAN AND MANAGING MEMBER	NA	Control
OFFIT, MORRIS, WOLF	I	CHAIRMAN AND MANAGING MEMBER	NA	Control
OFFIT, MORRIS, WOLF	I	CHAIRMAN AND MANAGING MEMBER	NA	Control
OFFIT, MORRIS, WOLF	I	CHAIRMAN AND MANAGING MEMBER	NA	Control
OFFIT, MORRIS, WOLF	I	CHAIRMAN AND MANAGING MEMBER	NA	Control
OFFIT, MORRIS, WOLF	I	CHAIRMAN AND MANAGING MEMBER	NA	Control
OFFIT, MORRIS, WOLF	I	CHAIRMAN AND MANAGING MEMBER	NA	Control
OFFIT, MORRIS, WOLF	I	CHAIRMAN AND MANAGING MEMBER	NA	Control
OFFIT, MORRIS, WOLF	I	CHAIRMAN AND MANAGING MEMBER	NA	Control
OFFIT, MORRIS, WOLF	I	CHAIRMAN AND MANAGING MEMBER	NA	Control
OFFIT, MORRIS, WOLF	I	CHAIRMAN AND MANAGING MEMBER	NA	Control
OFFIT, MORRIS, WOLF	I	CHAIRMAN AND MANAGING MEMBER	NA	Control
OFFIT, MORRIS, WOLF	I	CHAIRMAN AND MANAGING MEMBER	NA	Control
OFFIT, MORRIS, WOLF	I	CHAIRMAN AND MANAGING MEMBER	NA	Control
OFFIT, MORRIS, WOLF	I	CHAIRMAN AND MANAGING MEMBER	NA	Control
PETZEL, TODD, EUGENE	I	CHIEF INVESTMENT OFFICER	NA	Control
RELLA, VINCENT, MICHAEL	I	CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER	NA	Control
RELLA, VINCENT, MICHAEL	I	CHIEF FINANCIAL OFFICER	NA	Control
RELLA, VINCENT, MICHAEL	I	CHIEF FINANCIAL OFFICER	NA	Control
RELLA, VINCENT, MICHAEL	I	CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER	NA	Control
RELLA, VINCENT, MICHAEL	I	CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER	NA	Control
RELLA, VINCENT, MICHAEL	I	CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER	NA	Control
RELLA, VINCENT, MICHAEL	I	CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER	NA	Control
RELLA, VINCENT, MICHAEL	I	CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER	NA	Control
RELLA, VINCENT, MICHAEL	I	CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER	NA	Control
RELLA, VINCENT, MICHAEL	I	CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER	NA	Control
RELLA, VINCENT, MICHAEL	I	CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER	NA	Control
RELLA, VINCENT, MICHAEL	I	CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER	NA	Control
RELLA, VINCENT, MICHAEL	I	CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER	NA	Control
RELLA, VINCENT, MICHAEL	I	CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER	NA	Control
RELLA, VINCENT, MICHAEL	I	CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER	NA	Control
RELLA, VINCENT, MICHAEL	I	CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER	NA	Control
RELLA, VINCENT, MICHAEL	I	CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER	NA	Control
RELLA, VINCENT, MICHAEL	I	CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER	NA	Control
RELLA, VINCENT, MICHAEL	I	CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER	NA	Control
RELLA, VINCENT, MICHAEL	I	CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER	NA	Control
RELLA, VINCENT, MICHAEL	I	CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER	NA	Control
RELLA, VINCENT, MICHAEL	I	CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER	NA	Control
RELLA, VINCENT, MICHAEL	I	CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER	NA	Control
RELLA, VINCENT, MICHAEL	I	CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER	NA	Control
RELLA, VINCENT, MICHAEL	I	CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER	NA	Control
RELLA, VINCENT, MICHAEL	I	CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER	NA	Control
RELLA, VINCENT, MICHAEL	I	CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER	NA	Control
RELLA, VINCENT, MICHAEL	I	CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER	NA	Control
RELLA, VINCENT, MICHAEL	I	CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER	NA	Control
RELLA, VINCENT, MICHAEL	I	CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER	NA	Control
RELLA, VINCENT, MICHAEL	I	CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER	NA	Control
RELLA, VINCENT, MICHAEL	I	CHIEF FINANCIAL OFFICER	NA	Control
ESTATE OF DANIEL OFFIT	DE	MEMBER	C	Control
ESTATE OF DANIEL OFFIT	DE	MEMBER	C	Control
ESTATE OF DANIEL OFFIT	DE	MEMBER	C	Control
ESTATE OF DANIEL OFFIT	DE	MEMBER	C	Control
ESTATE OF DANIEL OFFIT	DE	MEMBER	C	Control
ESTATE OF DANIEL OFFIT	DE	MEMBER	C	Control
ESTATE OF DANIEL OFFIT	DE	MEMBER	C	Control
OFFIT, DANIEL, WOLF	I	CO-CEO AND MANAGING MEMBER	C	Control
OFFIT, DANIEL, WOLF	I	CO-CEO AND MANAGING MEMBER	C	Control
OFFIT, DANIEL, WOLF	I	CO-CEO AND MANAGING MEMBER	C	Control
OFFIT, DANIEL, WOLF	I	CO-CEO AND MANAGING MEMBER	C	Control
OFFIT, DANIEL, WOLF	I	CO-CEO AND MANAGING MEMBER	C	Control
OFFIT, DANIEL, WOLF	I	CO-CEO AND MANAGING MEMBER	C	Control
OFFIT, DANIEL, WOLF	I	CO-CEO AND MANAGING MEMBER	C	Control
OFFIT, DANIEL, WOLF	I	CO-CEO AND MANAGING MEMBER	C	Control
OFFIT, DANIEL, WOLF	I	CO-CEO AND MANAGING MEMBER	C	Control
OFFIT, DANIEL, WOLF	I	CO-CEO AND MANAGING MEMBER	C	Control
OFFIT, DANIEL, WOLF	I	CO-CEO AND MANAGING MEMBER	C	Control
OFFIT, DANIEL, WOLF	I	CO-CEO AND MANAGING MEMBER	C	Control
OFFIT, DANIEL, WOLF	I	CO-CEO AND MANAGING MEMBER	C	Control
OFFIT, DANIEL, WOLF	I	CO-CEO AND MANAGING MEMBER	C	Control
OFFIT, DANIEL, WOLF	I	CO-CEO AND MANAGING MEMBER	C	Control
OFFIT, DANIEL, WOLF	I	CO-CEO AND MANAGING MEMBER	C	Control
OFFIT, DANIEL, WOLF	I	CO-CEO AND MANAGING MEMBER	C	Control
OFFIT, DANIEL, WOLF	I	CO-CEO AND MANAGING MEMBER	C	Control
OFFIT, DANIEL, WOLF	I	CO-CEO AND MANAGING MEMBER	C	Control
OFFIT, DANIEL, WOLF	I	CO-CEO AND MANAGING MEMBER	C	Control
OFFIT, DANIEL, WOLF	I	CO-CEO AND MANAGING MEMBER	C	Control
OFFIT, DANIEL, WOLF	I	CO-CEO AND MANAGING MEMBER	C	Control
OFFIT, DANIEL, WOLF	I	CO-CEO AND MANAGING MEMBER	C	Control
OFFIT, DANIEL, WOLF	I	CO-CEO AND MANAGING MEMBER	C	Control
OFFIT, MORRIS, WOLF	I	CHAIRMAN AND MANAGING MEMBER	C	Control
OFFIT, MORRIS, WOLF	I	CHAIRMAN AND MANAGING MEMBER	C	Control
OFFIT, MORRIS, WOLF	I	CHAIRMAN AND MANAGING MEMBER	C	Control
OFFIT, MORRIS, WOLF	I	CHAIRMAN AND MANAGING MEMBER	C	Control
OFFIT, MORRIS, WOLF	I	CHAIRMAN AND MANAGING MEMBER	C	Control
OFFIT, MORRIS, WOLF	I	CHAIRMAN AND MANAGING MEMBER	C	Control
OFFIT, MORRIS, WOLF	I	CHAIRMAN AND MANAGING MEMBER	C	Control
OFFIT, MORRIS, WOLF	I	CHAIRMAN AND MANAGING MEMBER	C	Control
OFFIT, MORRIS, WOLF	I	CHAIRMAN AND MANAGING MEMBER	C	Control
OFFIT, NED, STEVEN	I	CO-CEO AND MANAGING MEMBER	C	Control
OFFIT, NED, STEVEN	I	CO-CEO AND MANAGING MEMBER	C	Control
OFFIT, NED, STEVEN	I	CO-CEO AND MANAGING MEMBER	C	Control
OFFIT, NED, STEVEN	I	CO-CEO AND MANAGING MEMBER	C	Control
OFFIT, NED, STEVEN	I	CO-CEO AND MANAGING MEMBER	C	Control
OFFIT, NED, STEVEN	I	CO-CEO AND MANAGING MEMBER	C	Control
OFFIT, NED, STEVEN	I	CO-CEO AND MANAGING MEMBER	C	Control
OFFIT, NED, STEVEN	I	CO-CEO AND MANAGING MEMBER	C	Control
OFFIT, NED, STEVEN	I	CO-CEO AND MANAGING MEMBER	C	Control
OFFIT, NED, STEVEN	I	CO-CEO AND MANAGING MEMBER	C	Control
OFFIT, NED, STEVEN	I	CO-CEO AND MANAGING MEMBER	C	Control
OFFIT, NED, STEVEN	I	CO-CEO AND MANAGING MEMBER	C	Control
OFFIT, NED, STEVEN	I	CO-CEO AND MANAGING MEMBER	C	Control
OFFIT, NED, STEVEN	I	CO-CEO AND MANAGING MEMBER	C	Control
OFFIT, NED, STEVEN	I	CO-CEO AND MANAGING MEMBER	C	Control
OFFIT, NED, STEVEN	I	CO-CEO AND MANAGING MEMBER	C	Control
OFFIT, NED, STEVEN	I	CO-CEO AND MANAGING MEMBER	C	Control
OFFIT, NED, STEVEN	I	CO-CEO AND MANAGING MEMBER	C	Control
OFFIT, NED, STEVEN	I	CO-CEO AND MANAGING MEMBER	C	Control
OFFIT, NED, STEVEN	I	CO-CEO AND MANAGING MEMBER	C	Control
OFFIT, NED, STEVEN	I	CO-CEO AND MANAGING MEMBER	C	Control
OFFIT, NED, STEVEN	I	CO-CEO AND MANAGING MEMBER	C	Control
OFFIT, NED, STEVEN	I	CO-CEO AND MANAGING MEMBER	C	Control
OFFIT, NED, STEVEN	I	CO-CEO AND MANAGING MEMBER	C	Control
OFFIT, NED, STEVEN	I	CO-CEO AND MANAGING MEMBER	C	Control
ESTATE OF DANIEL OFFIT	DE	MEMBER	B	Control
ESTATE OF DANIEL OFFIT	DE	MEMBER	B
ESTATE OF DANIEL OFFIT	DE	MEMBER	B
OFFIT, NANCY, S.	I	TRUSTEE	B
OFFIT, NANCY, S.	I	TRUSTEE	B
OFFIT, NANCY, S.	I	TRUSTEE	B
OFFIT, NANCY, S.	I	TRUSTEE	B
OFFIT, NANCY, S.	I	TRUSTEE	B
OFFIT, NANCY, S.	I	TRUSTEE	B
OFFIT, NANCY, S.	I	TRUSTEE	B
OFFIT, NANCY, S.	I	TRUSTEE	B
OFFIT, NANCY, S.	I	TRUSTEE	B
OFFIT, NANCY, S.	I	TRUSTEE	B
OFFIT, NANCY, S.	I	TRUSTEE	B
OFFIT, NANCY, S.	I	TRUSTEE	B
OFFIT, NANCY, S.	I	TRUSTEE	B
OFFIT, NANCY, S.	I	TRUSTEE	B
OFFIT, NANCY, S.	I	TRUSTEE	B
OFFIT, NANCY, S.	I	TRUSTEE	B
OFFIT, NANCY, S.	I	TRUSTEE	B
OFFIT, NANCY, S.	I	TRUSTEE	B
OFFIT, NANCY, S.	I	TRUSTEE	B
OFFIT, NANCY, S.	I	TRUSTEE	B
OFFIT, NANCY, S.	I	TRUSTEE	B
OFFIT, NANCY, S.	I	TRUSTEE	B
OFFIT, NED, STEVEN	I	CO-CEO AND MANAGING MEMBER	B	Control
OFFIT, NED, STEVEN	I	CO-CEO AND MANAGING MEMBER	B	Control
OFFIT, NED, STEVEN	I	CEO AND MANAGING MEMBER	B	Control
OFFIT, NED, STEVEN	I	CEO AND MANAGING MEMBER	B	Control
OFFIT, NED, STEVEN	I	CEO AND MANAGING MEMBER	B	Control
OFFIT, NED, STEVEN	I	CEO AND MANAGING MEMBER	B	Control
OFFIT, NED, STEVEN	I	CEO AND MANAGING MEMBER	B	Control
OFFIT, NED, STEVEN	I	CEO AND MANAGING MEMBER	B	Control
OFFIT, NED, STEVEN	I	CEO AND MANAGING MEMBER	B	Control
THE OFFIT FAMILY TRUST	DE	MEMBER	B
THE OFFIT FAMILY TRUST	DE	MEMBER	B
THE OFFIT FAMILY TRUST	DE	MEMBER	B
THE OFFIT FAMILY TRUST	DE	MEMBER	B
THE OFFIT FAMILY TRUST	DE	MEMBER	B
THE OFFIT FAMILY TRUST	DE	MEMBER	B
THE OFFIT FAMILY TRUST	DE	MEMBER	B
THE OFFIT FAMILY TRUST	DE	MEMBER	B
THE OFFIT FAMILY TRUST	DE	MEMBER	B
THE OFFIT FAMILY TRUST	DE	MEMBER	B
THE OFFIT FAMILY TRUST	DE	MEMBER	B
THE OFFIT FAMILY TRUST	DE	MEMBER	B
THE OFFIT FAMILY TRUST	DE	MEMBER	B
THE OFFIT FAMILY TRUST	DE	MEMBER	B
THE OFFIT FAMILY TRUST	DE	MEMBER	B
THE OFFIT FAMILY TRUST	DE	MEMBER	B
THE OFFIT FAMILY TRUST	DE	MEMBER	B
THE OFFIT FAMILY TRUST	DE	MEMBER	B
THE OFFIT FAMILY TRUST	DE	MEMBER	B
THE OFFIT FAMILY TRUST	DE	MEMBER	B
THE OFFIT FAMILY TRUST	DE	MEMBER	B
THE OFFIT FAMILY TRUST	DE	MEMBER	B
THE OFFIT FAMILY TRUST	DE	MEMBER	B
THE OFFIT FAMILY TRUST	DE	MEMBER	B
THE OFFIT FAMILY TRUST	DE	MEMBER	B
DIXON, WILLIAM, J	I	CO-CHIEF INVESTMENT OFFICER AND CO-PRESIDENT	A	Control
DIXON, WILLIAM, J	I	CO-CHIEF INVESTMENT OFFICER AND CO-PRESIDENT	A	Control
DIXON, WILLIAM, J	I	CO-CHIEF INVESTMENT OFFICER AND CO-PRESIDENT	A	Control
DIXON, WILLIAM, J	I	CO-CHIEF INVESTMENT OFFICER AND CO-PRESIDENT	A	Control
DIXON, WILLIAM, J	I	CO-CHIEF INVESTMENT OFFICER AND CO-PRESIDENT	A	Control
DIXON, WILLIAM, J	I	CO-CHIEF INVESTMENT OFFICER AND CO-PRESIDENT	A	Control
DIXON, WILLIAM, J	I	CO-CHIEF INVESTMENT OFFICER AND CO-PRESIDENT	A	Control
DIXON, WILLIAM, J	I	CO-CHIEF INVESTMENT OFFICER AND CO-PRESIDENT	A	Control
DIXON, WILLIAM, J	I	CO-CHIEF INVESTMENT OFFICER AND CO-PRESIDENT	A	Control
DIXON, WILLIAM, J	I	CO-CHIEF INVESTMENT OFFICER AND CO-PRESIDENT	A	Control
DIXON, WILLIAM, J	I	CO-CHIEF INVESTMENT OFFICER AND CO-PRESIDENT	A	Control
LITOVSKY, IGAL, NMI	I	CO-PRESIDENT	A	Control
LITOVSKY, IGAL, NMI	I	CO-PRESIDENT	A	Control
LITOVSKY, IGAL, NMI	I	CO-PRESIDENT	A	Control
LITOVSKY, IGAL, NMI	I	CO-PRESIDENT	A	Control
LITOVSKY, IGAL, NMI	I	CO-PRESIDENT	A	Control
LITOVSKY, IGAL, NMI	I	CO-PRESIDENT	A	Control
LITOVSKY, IGAL, NMI	I	CO-PRESIDENT	A	Control
LITOVSKY, IGAL, NMI	I	CO-PRESIDENT	A	Control
LITOVSKY, IGAL, NMI	I	CO-PRESIDENT	A	Control
LITOVSKY, IGAL, NMI	I	CO-PRESIDENT	A	Control
LITOVSKY, IGAL, NMI	I	CO-PRESIDENT	A	Control
PETZEL, TODD, EUGENE	I	CHIEF INVESTMENT OFFICER	A	Control
PETZEL, TODD, EUGENE	I	CHIEF INVESTMENT OFFICER	A	Control
PETZEL, TODD, EUGENE	I	CHIEF INVESTMENT OFFICER	A	Control
PETZEL, TODD, EUGENE	I	CO-CHIEF INVESTMENT OFFICER AND CHIEF ECONOMIST	A	Control
PETZEL, TODD, EUGENE	I	CO-CHIEF INVESTMENT OFFICER AND CHIEF ECONOMIST	A	Control
PETZEL, TODD, EUGENE	I	CO-CHIEF INVESTMENT OFFICER AND CHIEF ECONOMIST	A	Control
PETZEL, TODD, EUGENE	I	CO-CHIEF INVESTMENT OFFICER AND CHIEF ECONOMIST	A	Control
PETZEL, TODD, EUGENE	I	CO-CHIEF INVESTMENT OFFICER AND CHIEF ECONOMIST	A	Control
PETZEL, TODD, EUGENE	I	CO-CHIEF INVESTMENT OFFICER AND CHIEF ECONOMIST	A	Control
PETZEL, TODD, EUGENE	I	CO-CHIEF INVESTMENT OFFICER AND CHIEF ECONOMIST	A	Control
PETZEL, TODD, EUGENE	I	CO-CHIEF INVESTMENT OFFICER AND CHIEF ECONOMIST	A	Control
PETZEL, TODD, EUGENE	I	CO-CHIEF INVESTMENT OFFICER AND CHIEF ECONOMIST	A	Control
PETZEL, TODD, EUGENE	I	CO-CHIEF INVESTMENT OFFICER AND CHIEF ECONOMIST	A	Control
PETZEL, TODD, EUGENE	I	CO-CHIEF INVESTMENT OFFICER AND CHIEF ECONOMIST	A	Control
PETZEL, TODD, EUGENE	I	CO-CHIEF INVESTMENT OFFICER AND CHIEF ECONOMIST	A	Control
PETZEL, TODD, EUGENE	I	CO-CHIEF INVESTMENT OFFICER AND CHIEF ECONOMIST	A	Control

Registrations

Federal

Jul 1, 2025 REGISTERED

Notice Filings (14)

CA CT DC DE FL IL MD MI NJ NY PA SD TX WI

Address

485 LEXINGTON AVENUE
24TH FLOOR
NEW YORK, NY 10017
United States

Phone: 212-588-3240