Offit Capital

Offit Capital (CRD# 144474) is a financial advisory firm headquartered in New York, NY. They manage $13,861,182,784 in 417 accounts and serve the financial needs of clients across 12 states (or territories).

By the Numbers
  • Total Assets Under Management
    13,861
    MILLION
  • Total Number of Accounts
    417
    ACCOUNTS
  • Average Account Value
    $33,240,246
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 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 25 years of experience in the finance industry.

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