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Private company

OFFIT CAPITAL ADVISORS LLC

Limited liability company registered in the United States, active since 2007. Summary from the record

Last updated Oct 21, 2026.

Overview

  • HeadquartersNew York, United States2
  • Legal formLimited Liability Company2
  • LEI254900I61JHD22J34C632
  • StatusActive2
  • LEI statusIssued and current2
  • Registered addressC/O Corporation Service Company, 19808 Wilmington, United States2
  • Registered withDivision of Corporations, Department of State, 43501782

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Corporate structure

OFFIT CAPITAL ADVISORS LLC is part of a group headed by Offit Holdings LLC. 4 entities, 1 country on record. Switch between the flow chart and the network, and select any entity to see its details.

Major holders of OFFIT CAPITAL ADVISORS LLC

  • Tria Asset Holdings G, LLC Owns 10% to 25% of Offit Capital Advisors LLC, since 05/2026 (Form ADV)
  • Ned Steven Offit Owns control (general partner, trustee or manager) of The Offit Family Trust, since 07/2021 (Form ADV)
  • Tria Capital Partners Assetco II, Owns 75% or more of Tria Asset, since 05/2026 (Form ADV)
  • Tria Capital Partners II, LLC Owns 75% or more of Tria Capital Partners Assetco II, LLC, since 09/2021 (Form ADV)
  • Tria Capital Partners Holdings, Owns 75% or more of Tria Capital, since 09/2021 (Form ADV)
  • Benjamin John Robins Owns 25% to 50% of Tria Capital, since 09/2021 (Form ADV)
  • Yvonne Nadinne Kanner Owns 25% to 50% of Tria Capital, since 09/2021 (Form ADV)
  • Steven Edward Cortez Owns 25% to 50% of Tria Capital, since 09/2021 (Form ADV)
  • Offit Holdings LLC
    • OFFIT CAPITAL ADVISORS LLC New York, New York, United States
      • Claros Mortgage Trust, Inc. Stake · Baltimore, Maryland, United States
      • OCA BRIGADE CREDIT DISLOCATION FUND LLC Fund · New York, New York, United States

Built from parent and subsidiary links from GLEIF, the Global Legal Entity Identifier Foundation (CC0); major holders from Schedules 13D and 13G; stakes of 5% or more it reported on Schedules 13D and 13G (1 companies); owners and owned firms from Form ADV, the registration investment advisers file with the SEC. Each entity in the chart links to its source.

Investment adviser

OFFIT CAPITAL ADVISORS LLC is registered with the SEC as an investment adviser. This is what it reports on Form ADV, the registration every adviser files and keeps current.

  • Assets it manages$20.6B3 567 accounts, $8.6B with discretion
  • Employees82 55 in investment advice or research
  • ClientsHigh net worth individuals: 219 ($13.7B); Pooled investment vehicles (other than investment companies and: 126 ($4.1B); Charitable organizations: 33 ($2.8B)
  • How it is paidA percentage of assets under its management; Fixed fees (other than subscription fees)
  • What it doesPortfolio 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 (other than registered investment companies and other pooled investment vehicles); Selection of other advisers (including private fund managers)
  • Holds client assetsYes: cash and securities
  • RegistrationSEC 801-68155, CRD 144474 IAPD record

Who owns it

Owners of 5% or more as the firm lists them (Schedule A), and the owners of those owners up the chain (Schedule B).

  • OFFIT HOLDINGS LLCowns 50% to 75%, since 05/2026
  • TRIA ASSET HOLDINGS G, LLCowns 10% to 25%, since 05/2026
  • Ned Steven Offitowns general partner, trustee or manager of THE OFFIT FAMILY TRUST, since 07/2021
  • TRIA CAPITAL PARTNERS ASSETCO II,owns 75% or more of TRIA ASSET, since 05/2026
  • TRIA CAPITAL PARTNERS HOLDINGS,owns 75% or more of TRIA CAPITAL, since 09/2021
  • TRIA CAPITAL PARTNERS II, LLCowns 75% or more of TRIA CAPITAL PARTNERS ASSETCO II, LLC, since 09/2021
  • Steven Edward Cortezowns 25% to 50% of TRIA CAPITAL, since 09/2021
  • Yvonne Nadinne Kannerowns 25% to 50% of TRIA CAPITAL, since 09/2021
  • Benjamin John Robinsowns 25% to 50% of TRIA CAPITAL, since 09/2021

Timeline

  1. May 10, 2007Founded OFFIT CAPITAL ADVISORS LLC is founded2

Filings

10 filings to the SEC since October 2021: 10 other. The latest 10:

  1. Oct 5, 202313F-HR EDGAR
  2. Aug 11, 202313F-HR EDGAR
  3. May 15, 202313F-HR EDGAR
  4. Feb 14, 202313F-HR EDGAR
  5. Nov 14, 202213F-HR EDGAR
  6. Aug 5, 202213F-HR EDGAR
  7. Jun 14, 202213F-HR/A EDGAR
  8. Jun 14, 202213F-HR/A EDGAR
  9. May 16, 202213F-HR EDGAR
  10. May 4, 202213F-HR EDGAR

Every filing from the last five years, summarized. The full record is on SEC EDGAR.

Stakes it holds

OFFIT CAPITAL ADVISORS LLC has told the SEC it owns more than 5% of 1 company, latest first (Schedules 13D and 13G).

Sources

The numbers on this page point here. Each one links to the record it came from.

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