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Offit Capital: investment adviser
Offit Capital Advisors LLC, doing business as Offit Capital, is an investment adviser registered with the SEC (file 801-68155, CRD 144474). What it reports on Form ADV: assets and clients, fees, owners, disciplinary history and its client brochure. From the SEC's Investment Adviser Public Disclosure site; read Oct 21, 2026.
- Assets managed
- $20.6B
- Discretionary
- 42%
- Accounts
- 567
- Employees
- 82
- In advisory roles
- 55
- Disclosures
- 0
Company page · SEC adviser record · Full Form ADV (PDF)
The firm reports that it or a related person has custody of client cash and securities.
Form ADV Part 1A, Item 5, as filed on the SEC Investment Adviser Public Disclosure site; read Oct 21, 2026.
Clients and fees
Whom the firm advises and how it is paid, from Items 5.D, 5.E and 5.G.
| Client type | Clients | Assets | Share |
|---|---|---|---|
| High net worth individuals | 219 | $13.7B | 66.3% |
| Private funds and other pooled vehicles | 126 | $4.1B | 19.9% |
| Charities | 33 | $2.8B | 13.5% |
How it is paid
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Services
- 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 (other than registered investment companies and other pooled investment vehicles)
- Selection of other advisers (including private fund managers)
Who owns it
Schedule A lists direct owners of 5% or more (and officers who own a stake); Schedule B lists the owners of those owners.
Direct owners (Schedule A)
| Owner | Type | Role | Stake | Since | Control | Public company |
|---|---|---|---|---|---|---|
| Offit Holdings LLC | Company (U.S.) | Member | D 50% to 75% | May 2026 | Yes | |
| Tria Asset Holdings G, LLC | Company (U.S.) | Member | B 10% to 25% | May 2026 |
Indirect owners (Schedule B)
| Owner | Owns a stake in | Type | Stake | Control | Public company |
|---|---|---|---|---|---|
| Ned Steven Offit | The Offit Family Trust | Person | F General partner, trustee or managing member | Yes | |
| Tria Capital Partners Assetco II, | Tria Asset | Company (U.S.) | E 75% or more | Yes | |
| Tria Capital Partners Holdings, | Tria Capital | Company (U.S.) | E 75% or more | Yes | |
| Tria Capital Partners II, LLC | Tria Capital Partners Assetco II, LLC | Company (U.S.) | E 75% or more | Yes | |
| Steven Edward Cortez | Tria Capital | Person | C 25% to 50% | Yes | |
| Yvonne Nadinne Kanner | Tria Capital | Person | C 25% to 50% | Yes | |
| Benjamin John Robins | Tria Capital | Person | C 25% to 50% | Yes |
Form ADV reports ownership in bands, not exact stakes: A means 5% to 10%, B 10% to 25%, C 25% to 50%, D 50% to 75%, E 75% or more. F marks a general partner, trustee or managing member, a role that controls the firm without a percentage. Owners of less than 5% are not listed.
Form ADV Schedules A and B, via the SEC Investment Adviser Public Disclosure site.
Disciplinary history
The firm answered No to every disciplinary question on Form ADV (Item 11).
The brochure
No brochure text was read for this firm.
Other brochures on file
- Offit Capital Part 2A Brochure, Jul 23, 2026
Form ADV Part 2A, via the SEC Investment Adviser Public Disclosure site.