Offit Capital

Offit Capital (CRD# 144474) is a financial advisory firm headquartered in New York, NY. They manage $9,214,872,642 in 318 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    9,215
    MILLION
  • Total Number of Accounts
    318
    ACCOUNTS
  • Average Account Value
    $28,977,587
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, FL, MI, NJ, NY, SD, TX

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
93
Wealthminder
score

Daniel Offit (CRD# 2616784) is an Investment Advisor Representative working at Offit Capital in New York, NY and has over 21 years of experience in the finance industry.

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