Offit Capital

Offit Capital (CRD# 144474) is a financial advisory firm headquartered in New York, NY. They manage $16,052,288,135 in 471 accounts and serve the financial needs of clients across 12 states (or territories).

By the Numbers
  • Total Assets Under Management
    16,052
    MILLION
  • Total Number of Accounts
    471
    ACCOUNTS
  • Average Account Value
    $34,081,291
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
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 28 years of experience in the finance industry.

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