Offit Capital

Offit Capital (CRD# 144474) is a financial advisory firm headquartered in New York, NY. They manage $17,770,999,811 in 497 accounts and serve the financial needs of clients across 12 states (or territories).

Current Firm Details
485 Lexington Avenue, 24th Floor, New York, NY 10017
http://www.offitcapital.com
By the Numbers
  • Total Assets Under Management
    17,771
    MILLION
  • Total Number of Accounts
    497
    ACCOUNTS
  • Average Account Value
    $35,756,539
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Offit Capital
Showing 1 - 1 of 1 top financial advisors.
1
Daniel Offit, financial advisor New York NY
Daniel W. Offit
CRD#: 2616784
485 Lexington Avenue, 24th Floor, New York, NY 10017

Daniel Offit (CRD# 2616784) is an Investment Advisor Representative working at Offit Capital in New York, NY and has over 26 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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