Fiduciary Approach
Acts as a fiduciary for families and institutions.
Offit Capital Advisors LLC
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About Offit Capital Advisors LLC
Investment management and advisory services for a select group of families and institutions. Offit Capital manages more than $22 billion in assets and operates as an independent firm without financial sponsors or public shareholders. As fiduciaries, its approach emphasizes long-term results, discipline, and stewardship. Each relationship is led by a senior partner who is an owner of the firm and remains accountable and engaged. The firm focuses on serving a limited number of clients rather than offering every service to everyone. Its work is designed for clients seeking an ongoing wealth stewardship relationship with experienced senior-level involvement. Offit Capital Advisors LLC is based in New York City.
Disclosure: Profile information has been compiled from publicly available sources and has not yet been verified by the business.
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Services & specialities
Highlights
Senior Partner Led
Each relationship is led by an accountable senior partner.
Independent Firm
Operates independently of financial sponsors and shareholders.
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