Offit Capital
Offit Capital (CRD# 144474) is a financial advisory firm headquartered in New York, NY. They manage $18,010,688,012 in 507 accounts and serve the financial needs of clients across 12 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management18,011MILLION
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Total Number of Accounts507ACCOUNTS
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Average Account Value$35,524,039
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
Registered Investment Advisor
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
1
Daniel Offit (CRD# 2616784) is an Investment Advisor Representative working at Offit Capital in New York, NY and has over 28 years of experience in the finance industry.
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