Offit Capital Advisors
Offit Capital Advisors is an SEC-registered, independent investment advisory firm founded in 2007 that delivers customized portfolio management and outsourced CIO services to wealthy families, endowments, and foundations across two U.S. offices.
- Company typePrivate
- Founded2007
- HeadquartersNew York, United States
- Headcount51–100
- GTM typeB2B and B2C
- OfferingServices
What Offit Capital Advisors does
Offit Capital Advisors is an SEC-registered, independent investment advisory firm founded in 2007 and headquartered in New York City, with a second office in Los Angeles. The firm delivers customized investment management and Outsourced Chief Investment Officer (OCIO) services on a full-discretionary basis to wealthy individuals, multi-generational families, endowments, and foundations. It is led by 16 partners who hold a majority of equity, including Chairman Morris W. Offit (63 years in fixed income) and CEO Ned S. Offit, supported by Co-Presidents Will Dixon and Igal Litovsky and Co-Chief Investment Officers Dr. Todd E. Petzel and Will Dixon.
Core capabilities center on a proprietary, tax-sensitive fixed-income strategy called DTAC (Dynamic Tax Aware Core Fixed Income), which manages over $2.5 billion in assets as of 12/31/2022 and is operated by veterans of OFFITBANK. Beyond DTAC, the firm constructs customized portfolios across fixed income, equities, and alternative investments (hedge funds, private equity, private credit, real estate), provides investment policy statement development, asset allocation programs, ongoing portfolio monitoring, and consolidated performance reporting, and offers both discretionary and non-discretionary consulting for endowments and foundations. Each client engagement is spearheaded by a senior client advisory partner and supported by a collaborative cross-functional team offering 24/7 accessibility and integration with clients' legal, tax, insurance, and philanthropic advisors.
The firm's business model is AUM-based advisory fees on recurring investment management mandates, with pricing set individually per client and not publicly disclosed. In May 2026, Offit Capital received a minority growth investment from TRIA Capital Partners to fund technology, talent, and client services while preserving its independent ownership and operational control.
Offit Capital Advisors firmographics
Firmographics- Name
- Offit Capital Advisors
- Legal name
- Offit Capital
- Website
- https://offitcapital.com
- Company type
- Private
- Founded year
- 2007
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Short description
- Offit Capital Advisors is an SEC-registered, independent investment advisory firm founded in 2007 that delivers customized portfolio management and outsourced CIO services to wealthy families, endowments, and foundations across two U.S. offices.
- Ownership category
- akta.pro rank
Offit Capital Advisors industry classification
Industry- Product category
- Wealth Management & Investment Advisory
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)
- akta.pro secondary industries
- Multi-Sector / Total Return Fixed Income (FSAAAHAJ), Mid-Cap Equity (Active) (FSAAAIAB)
Keywords
Where Offit Capital Advisors is headquartered
LocationHeadquarters
- HQ city
- New York
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
Offit Capital Advisors business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Investment Advisory Fees (AUM-based): SEC-registered investment advisory firm generating revenue through assets under management (AUM) fees from managing customized investment portfolios for wealthy individuals, families, endowments, and foundations. DTAC fixed income strategy alone manages over $2.5 billion in assets.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels1 record
Offit Capital Advisors product offering
Product offeringCore offering
Offit Capital Advisors is an SEC-registered investment advisory firm that delivers customized investment management services to wealthy individuals, multi-generational families, endowments, and foundations. The firm acts as an Outsourced Chief Investment Officer with full-discretionary authority, providing investment policy statement development, asset allocation, portfolio construction across fixed income, equities, and alternatives, and ongoing monitoring with consolidated performance reporting. Its flagship proprietary offering is the Dynamic Tax Aware Core Fixed Income (DTAC) strategy, a tax-sensitive fixed-income approach managing over $2.5 billion in assets.
Product overview
Offit Capital is an SEC-registered investment advisory firm offering customized investment management services to wealthy individuals, multi-generational families, endowments, and foundations. The firm's primary product is the Dynamic Tax Aware Core Fixed Income (DTAC) strategy, a proprietary tax-sensitive fixed-income management approach that serves as a core portfolio component with over $2.5 billion in assets under management. Beyond DTAC, the firm provides comprehensive investment advisory and OCIO (Outsourced Chief Investment Officer) services with full-discretionary capabilities, serving wealthy families through a dedicated practice and endowments/foundations with centralized strategic investment oversight. All services are delivered through a collaborative team approach with senior leadership involved in every client engagement, operating from offices in New York and Los Angeles.
Differentiator
Problem solved
Functional benefit
Products and services
- Dynamic Tax Aware Core Fixed Income (DTAC) Proprietary, tax-sensitive fixed-income management strategy offered as an investment option to wealthy individual and family clients. DTAC serves as a core component of a well-balanced portfolio, aiding in capital preservation while creating tax-efficient income and capital appreciation through total return. Managed by experienced fixed income specialists, many veterans of OFFITBANK.
- Wealthy Families Investment Services Customized investment management services for wealthy individuals and multi-generational families, treating clients as family and fostering long-term relationships. Delivered through an engage, collaborate, communicate framework led by senior client advisory partners.
- Endowments and Foundations Investment Services Centralized, strategic investment oversight for endowments and foundations, ranging from large established institutions to small private organizations. Provides Outsourced Chief Investment Officer functions on a discretionary basis with full fiduciary authority, and consulting services on a non-discretionary basis.
- Investment Advisory Services SEC-registered investment advisory firm providing customized investment management services including investment policy statement development, asset allocation programs, customized portfolio construction, ongoing portfolio monitoring, and consolidated performance reporting.
Quantifiable outcome
- Over $2.5 billion in assets under management in DTAC strategy alone
Companies that use Offit Capital Advisors
Customer profileSegments2 records
Ideal customer profiles2 records
Offit Capital Advisors technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
Offit Capital Advisors partnerships and signals
Strategic signalScale indicators1 record
Recent moves5 records
Expansion highlights4 records
Offit Capital Advisors competitors and assessment
Company assessmentDirect peers
- Rockefeller Capital Management: Independent, privately held wealth manager serving UHNW families and institutions with investment management, wealth planning, and OCIO services. Highly comparable independent-ownership model and HNW/family focus.
- Pathstone: Independent family office providing investment advisory, OCIO, and wealth planning to HNW families, foundations, and endowments. Direct comparable on independence, multi-generational family focus, and outsourced CIO model.
- Segal Marco Advisors: Independent investment advisory firm providing OCIO, investment consulting, and discretionary management to foundations, endowments, and family offices. Directly comparable to Offit Capital's endowments/foundations practice and OCIO capabilities.
- Glenmede: Independent, employee-owned investment and wealth management firm serving HNW families, foundations, and endowments with discretionary OCIO capabilities. Closely mirrors Offit Capital's structure, ownership model, and client mix.
- Bessemer Trust: Privately owned multi-family office serving UHNW families and foundations/institutions with discretionary investment management and OCIO services. Highly comparable to Offit Capital in client focus, independence, and breadth of bespoke wealth services.
- Balentine: Independent, employee-owned RIA serving HNW families and institutions with customized investment management and wealth advisory. Closely comparable to Offit Capital on independent ownership, client focus, and bespoke service model.
Broad incumbents
- Northern Trust Wealth Management: Large-scale wealth manager serving HNW/UHNW families, foundations, and endowments with discretionary investment management and OCIO. Competes for the same institutional and family clients as Offit Capital but operates at significantly greater scale and breadth.
- Brown Brothers Harriman (Wealth Management): Long-standing private bank and wealth manager offering investment management and trust services to HNW families and institutions. Overlaps with Offit Capital on custom portfolios, fixed income, and OCIO offerings but is larger and part of a broader banking franchise.
- Goldman Sachs Personal Financial Management: Wealth advisory business (formerly Ayco) serving HNW individuals and corporate executives with customized investment and financial planning. Targets the same HNW segment as Offit Capital but is part of a much larger parent with broader resources.
- Wilmington Trust Wealth Management: Wealth advisory and investment management firm serving HNW families, foundations, and endowments, owned by M&T Bank. Comparable to Offit Capital's wealth and institutional client mix, but operates as part of a larger banking parent.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
Offit Capital Advisors social profiles
Digital presenceOffit Capital Advisors financial estimates
Financial estimateRevenue estimate
Valuation estimate
Offit Capital Advisors leadership team
Management profileNumber of profiles
Profiles16 records
Offit Capital Advisors funding detail
Funding detailFunding overview
Funding rounds1 record
Investors1 record
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Offit Capital Advisors M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Offit Capital Advisors
What does Offit Capital Advisors do?
Offit Capital Advisors is an SEC-registered investment advisory firm that delivers customized investment management services to wealthy individuals, multi-generational families, endowments, and foundations. The firm acts as an Outsourced Chief Investment Officer with full-discretionary authority, providing investment policy statement development, asset allocation, portfolio construction across fixed income, equities, and alternatives, and ongoing monitoring with consolidated performance reporting. Its flagship proprietary offering is the Dynamic Tax Aware Core Fixed Income (DTAC) strategy, a tax-sensitive fixed-income approach managing over $2.5 billion in assets.
Is Offit Capital Advisors a public or private company?
Offit Capital Advisors is a private company. It is classified as management employee owned and is currently operating.
When was Offit Capital Advisors founded?
Offit Capital Advisors was founded in 2007. It employs 51 to 100 people.
Where is Offit Capital Advisors based?
Offit Capital Advisors is headquartered in New York, United States, in the North America region.
How does Offit Capital Advisors make money?
One revenue line is on record: investment Advisory Fees (AUM-based).
Who are Offit Capital Advisors's main competitors?
Direct peers on record are Rockefeller Capital Management, Pathstone, Segal Marco Advisors, Glenmede, Bessemer Trust and Balentine. Broad incumbents are Northern Trust Wealth Management, Brown Brothers Harriman (Wealth Management), Goldman Sachs Personal Financial Management and Wilmington Trust Wealth Management.
Does Offit Capital Advisors have an API?
No public API is recorded for Offit Capital Advisors.
What industry is Offit Capital Advisors in?
Offit Capital Advisors's product category is Wealth Management & Investment Advisory. Its primary akta.pro industry code is FSAAABAD, Advisory Portfolio Management (Non-Discretionary), with a secondary code of FSAAAHAJ, Multi-Sector / Total Return Fixed Income. Its NAICS code is 523940 and its SIC code is 6282.