Offit Capital Advisors Llc
- Regulatory AUM
- $20.6B
- Discretionary
- $8.6B
- Clients
- 378
- Avg AUM / client
- $54.5M
- Accounts
- 567
- Employees
- 82
AUM over time
Annual snapshots from Form ADV filings · as of Jul 23, 2026
Investments (13F portfolio — 1 positions, $60,128,866)
13F period Sep 30, 2023| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Claros Mtg Tr Inc | COMMON STOCK | $60,128,866 | 5,426,793 | 100.0% | 0.29% |
Top 25 of 1 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 219 | $13.7B | 66.3% |
| Pooled investment vehicles (non-investment companies) | 126 | $4.1B | 19.9% |
| Pension and profit sharing plans | Fewer than 5 clients | $65.1M | 0.32% |
| Charitable organizations | 33 | $2.8B | 13.5% |
Private funds (102)
View all →Reported in Form ADV Section 7.B.(1), filing of Jul 2024 · $3.2B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Oca Brigade Credit Dislocation Fund Llc master | Hedge Fund | Delaware | $146M | 0 |
| Oca Ssa Segregated Portfolio | Hedge Fund | Cayman Islands | $144M | 72 |
| Oca Ako European Long Only Llc | Private Equity Fund | Delaware | $136M | 111 |
| Oca Esgs Llc | Hedge Fund | Delaware | $134M | 105 |
| Oca Preferred Income Llc | Hedge Fund | Delaware | $113M | 147 |
| Oca Braidwell Llc | Hedge Fund | Delaware | $96.9M | 95 |
| Oca Cmtg Llc | Private Equity Fund | Delaware | $75.6M | 156 |
| Oca New Mountain Net Lease Ii Llc | Private Equity Fund | Delaware | $74.5M | 79 |
| Oca Vof Llc | Private Equity Fund | Delaware | $73.8M | 82 |
| Oca Vhf Llc | Hedge Fund | Delaware | $71.9M | 103 |
| Oca Braidwell Te Llc | Hedge Fund | Delaware | $71.4M | 45 |
| Oca Venbio Iii Llc | Private Equity Fund | Delaware | $67.8M | 53 |
| Oca Bcp Iv Llc | Private Equity Fund | Delaware | $62.1M | 52 |
| Oca Icf Segregated Portfolio | Hedge Fund | Cayman Islands | $57.6M | 20 |
| Oca Lcp Ix Segregated Portfolio | Private Equity Fund | Cayman Islands | $53.3M | 16 |
Nonprofit clients
Charities that reported this firm as a top-paid contractor (investment services) on Form 990.
| Charity | Location | Period |
|---|---|---|
| Teachers College Columbia University EIN 131624202 | New York, NY | 08/31/2024 |
| The Century Foundation Inc EIN 131624235 | New York, NY | 06/30/2024 |
| Waterside School Inc EIN 061609222 | Stamford, CT | 06/30/2024 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| The Jewish Home & Hospital Retirement Plan The New Jewish Home | 2024 |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Offit, Morris, Wolf | Chairman And Managing Member | Jul 2007 (19y) | Less than 5% | |
| Offit, Ned, Steven | Ceo And Managing Member | Jul 2007 (19y) | 10% – 25% | |
| Petzel, Todd, Eugene | Co Chief Investment Officer And Chief Economist | Jul 2007 (19y) | 5% – 10% | |
| Rella, Vincent, Michael | Chief Financial Officer/Chief Compliance Officer | Apr 2008 (18y) | Less than 5% | |
| Dixon, William, J | Co Chief Investment Officer And Co President | Feb 2020 (7y) | 5% – 10% | |
| Litovsky, Igal, Nmi | Co President | Jan 2021 (6y) | 5% – 10% | |
| Daniel Wolf Offit | Registered representative | Apr 2013 (13y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| The Offit Family Trust | Member | Jul 2007 | A | 10% – 25% |
| Estate Of Daniel Offit | Member | Jul 2021 | A | 10% – 25% |
Undisclosed: 0% – 55% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (102, $3.2B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Oca Brigade Credit Dislocation Fund Llc | Hedge Fund | $146M | $1.0M | 0 |
| Oca Ssa Segregated Portfolio | Hedge Fund | $144M | $1.0M | 72 |
| Oca Ako European Long Only Llc | Private Equity Fund | $136M | $1.0M | 111 |
| Oca Esgs Llc | Hedge Fund | $134M | $1.0M | 105 |
| Oca Preferred Income Llc | Hedge Fund | $113M | $1.0M | 147 |
| Oca Braidwell Llc | Hedge Fund | $96.9M | $1.0M | 95 |
| Oca Cmtg Llc | Private Equity Fund | $75.6M | $1.0M | 156 |
| Oca New Mountain Net Lease Ii Llc | Private Equity Fund | $74.5M | $1.0M | 79 |
| Oca Vof Llc | Private Equity Fund | $73.8M | $1.0M | 82 |
| Oca Vhf Llc | Hedge Fund | $71.9M | $1.0M | 103 |
| Oca Braidwell Te Llc | Hedge Fund | $71.4M | $1.0M | 45 |
| Oca Venbio Iii Llc | Private Equity Fund | $67.8M | $1.0M | 53 |
| Oca Bcp Iv Llc | Private Equity Fund | $62.1M | $1.0M | 52 |
| Oca Icf Segregated Portfolio | Hedge Fund | $57.6M | $1.0M | 20 |
| Oca Lcp Ix Segregated Portfolio | Private Equity Fund | $53.3M | $1.0M | 16 |
| Oca Silver Lake Vi Llc | Private Equity Fund | $51.4M | $1.0M | 48 |
| Oca Vip Vi Llc | Private Equity Fund | $50.8M | $1.0M | 49 |
| Oca Chp Segregated Portfolio | Hedge Fund | $48.2M | $1.0M | 9 |
| Oca Tbp Vii Llc | Private Equity Fund | $46.8M | $1.0M | 43 |
| Oca Ortf Iib Llc | Private Equity Fund | $45.2M | $1.0M | 66 |
| Oca Vdf Llc | Private Equity Fund | $45.1M | $1.0M | 43 |
| Oca Fcc Iii Llc | Private Equity Fund | $43.4M | $1.0M | 48 |
| Oca Fcc Iv Llc | Private Equity Fund | $42.9M | $1.0M | 50 |
| Oca Lechworth Fund Lp | Hedge Fund | $42.9M | $1.0M | 11 |
| Oca Vhf Segregated Portfolio | Hedge Fund | $41.7M | $1.0M | 29 |
Top 25 of 102 funds by gross assets · all funds
From Form ADV Section 7.B private fund reporting.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| The Jewish Home & Hospital Retirement Plan | The New Jewish Home | 97 | $78.3M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Foundations & charities (3)
| Organization | Type | Assets | As of |
|---|---|---|---|
| Teachers College Columbia University | Public charity | $772M | 08/31/2024 |
| The Century Foundation Inc | Public charity | $61.2M | 06/30/2024 |
| Waterside School Inc | Public charity | $73.8M | 06/30/2024 |
From IRS Form 990 investment-management-fee disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 24 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $10.9B (53% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 23, 2026.
View current Form ADV (SEC/IAPD) ↗