DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Offit Capital
Legal name Offit Capital Advisors LLC
Latest filing Aug 19, 2026
First filing on the tape Mar 2, 2012 · 32 filings
SEC status approved since Aug 1, 2007
RAUM
$21B
reported, Item 5.F
Discretionary
42%
of RAUM
Private clients
66%
$14B individuals and HNW
Advisors
1
registered through the firm on IAPD
RAUM per advisor
$21B
derived; firm RAUM over IAPD count
Employees
82
55 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
123
reported on Schedule D
History
32 filings and snapshots on the tape
RAUM$21B as of Aug 19, 2026
Mar 2, 2012$5.4B then
HNW client RAUM$14B as of Aug 19, 2026
Mar 29, 2018$7.8B then
State-registered IARs (5.B.3)0 as of Aug 19, 2026
Mar 2, 20120 then
Employees (5.A)82 as of Aug 19, 2026
Mar 20, 201334 then
Private funds123 as of Aug 19, 2026
Mar 2, 201229 then
RAUM +1.0% over the last fiscal year+8.7% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Aug 19, 2026; every figure names its basis
Archetypes, each a printed rule
- RIA with heavy alternatives · a wealth manager whose private fund gross assets are at least 25 percent of RAUM, or five or more private funds
- RIA with private funds · a wealth manager (private-client share at least 50 percent) that reports at least one private fund on Schedule D 7.B.(1)
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- UHNW private wealth · private-client share at least 50 percent, HNW at least 90 percent of private-client RAUM, and average HNW client assets at least $10M
- RAUM per advisor
- $21BderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $62.4MderivedHNW RAUM over HNW clients
- Average account
- $36.3MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 42%derivedof RAUM
- Institutional
- 14%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 82.0derivedItem 5.A over advisors
- Advisors per office
- 0.5derived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +1.0%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, fixed feesreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for businesses and institutions, portfolio management for pooled vehicles, selection of other advisersreportedItem 5.G
- Custody
- $3.2B, 112 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$14B66%
- Pooled investment vehicles$4.1B20%
- Charitable organizations$2.8B13%
- Pension and profit-sharing plans$65.1M0.3%
- Individual clients
- n/areported
- HNW clients
- 219reported
- Pension plan clients
- n/areported
- Charitable clients
- 33reported
- Accounts
- 567reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $3.2B for 112 clientsreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=0.66 fund_share=0.2 institutional_share=0.14 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
1 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Daniel Wolf Offit | New York, Ny | Apr 9, 2013 | 31 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
167 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Oca Oha Credit Fund LLCno longer reported | Hedge Fund | $568M | 1 | Mar 28, 2016 |
| Oca Strategos Rmbs Fund LLCno longer reported | Hedge Fund | $263M | 152 | Mar 21, 2014 |
| Oca Ssa Segregated Portfolio | Hedge Fund | $217M | 72 | Mar 29, 2019 |
| Oca Chp Segregated Portfolio | Hedge Fund | $147M | 9 | Mar 30, 2022 |
| Oca Brigade Credit Dislocation Fund LLC | Hedge Fund | $146M | 0 | Mar 30, 2023 |
| Oca Ashmore Emerging Markets Currency Fund LLCno longer reported | Hedge Fund | $140M | 93 | Mar 2, 2012 |
| Oca Esgs LLCno longer reported | Hedge Fund | $134M | 105 | Mar 30, 2022 |
| Oca Van Eck Concentrated Energy Equity Portfolio LLCno longer reported | Hedge Fund | $127M | 86 | Mar 28, 2016 |
| Oca Preferred Income LLC | Hedge Fund | $126M | 147 | Apr 29, 2024 |
| Oca Ako European Long-Only LLC | Private Equity Fund | $118M | 111 | Mar 30, 2022 |
| Oca As Acwi Alpha Ext Segregated Portfolio | $112M | 25 | Aug 19, 2026 | |
| Oca Fssa Asian Equity Leaders Fund LLC | $106M | 86 | Aug 19, 2026 | |
| Oca Eq LLC | $91.9M | 132 | Aug 19, 2026 | |
| Oca Developing Countries Select Fund LPno longer reported | Hedge Fund | $90.7M | 78 | Mar 2, 2012 |
| Oca New Mountain Net Lease II LLC | Private Equity Fund | $78.4M | 79 | Mar 30, 2023 |
| Oca Vof LLC | Private Equity Fund | $74.8M | 82 | Mar 30, 2022 |
| Oca Vhf LLC | Hedge Fund | $73.8M | 103 | Mar 30, 2022 |
| Oca Iguana Long-Only Healthcare Fund LLCno longer reported | Hedge Fund | $73.7M | 42 | Mar 20, 2015 |
| Oca Dp LLC | $70.8M | 59 | Aug 19, 2026 | |
| Oca Bcp IV LLC | Private Equity Fund | $68.7M | 52 | Mar 30, 2023 |
| Oca Braidwell Te LLC | Hedge Fund | $67.7M | 45 | Mar 30, 2023 |
| Oca Lechworth Fund LP | Hedge Fund | $66.8M | 11 | Mar 20, 2013 |
| Oca Vip Vi LLC | Private Equity Fund | $66.0M | 49 | Mar 30, 2022 |
| Oca Wesley Mortgage Reit Fund LLCno longer reported | Hedge Fund | $64.1M | 71 | Mar 2, 2012 |
| Oca Silver Lake Vi LLC | Private Equity Fund | $63.1M | 48 | Mar 31, 2021 |
| Oca Braidwell LLC | Hedge Fund | $57.6M | 95 | Mar 30, 2023 |
| Oca Brigade Credit Fund II LLCno longer reported | Hedge Fund | $56.1M | 34 | Mar 20, 2013 |
| Oca Dof Vii LLC | $55.3M | 88 | Aug 19, 2026 | |
| Oca Vdf LLC | Private Equity Fund | $54.6M | 43 | Mar 30, 2022 |
| Oca Vhf Segregated Portfolio | Hedge Fund | $53.1M | 29 | Mar 30, 2022 |
| Oca Wcm Fig LLC | Hedge Fund | $52.4M | 28 | Mar 30, 2023 |
| Oca L Catterton X LLC | Private Equity Fund | $50.8M | 58 | Apr 29, 2024 |
| Oca Fcc III LLC | Private Equity Fund | $48.9M | 48 | Mar 30, 2022 |
| Oca Lcp Ix Segregated Portfolio | Private Equity Fund | $45.7M | 16 | Mar 25, 2020 |
| Oca Ortf Iib LLC | Private Equity Fund | $45.5M | 66 | Mar 30, 2023 |
| Oca Fcc IV LLC | Private Equity Fund | $45.2M | 50 | Mar 30, 2022 |
| Oca Tsi LLC | $45.0M | 27 | Aug 19, 2026 | |
| Oca Tbp Vii LLC | Private Equity Fund | $43.8M | 43 | Mar 30, 2022 |
| Oca Jpaf Segregated Portfolio | Private Equity Fund | $43.4M | 26 | Apr 29, 2024 |
| Oca Scge 1 1 2022 LLC | Hedge Fund | $42.3M | 70 | Mar 30, 2023 |
Owners and control persons
Schedule A and B, latest filing
- J William Dixon · Chief Investment Officer And Co- Presidentcontrolsince 02/2020 · owns less than 5%
- Nmi Igal Litovsky · Co-Presidentcontrolsince 01/2021 · owns less than 5%
- John Kevin Mistretta · Chief Compliance Officercontrolsince 07/2025 · owns less than 5%
- Wolf Morris Offit · Chairman And Managing Membercontrolsince 07/2007 · owns less than 5%
- Steven Ned Offit · Ceo And Managing Membercontrolsince 07/2007 · owns less than 5%
- Eugene Todd Petzel · Chief Economistcontrolsince 07/2007 · owns less than 5%
- Michael Vincent Rella · Chief Financial Officercontrolsince 04/2008 · owns less than 5%
Entity owners
- Estate Of Daniel Offit · Memberdirect · owns 10% to 25%
- Offit Holdings LLC · Memberdirect · owns 50% to 75%
- The Offit Family Trust · Memberdirect · owns 10% to 25%
- Tria Asset Holdings G, LLC · Memberdirect · owns 10% to 25%
Related persons
Schedule D 7.A
- Oca Investment Partners LLCpooled vehicle sponsory
- Oca Investment Partners Spcpooled vehicle sponsory
- Oca Investment Partners Spc IIpooled vehicle sponsory
- Oca Partners LLCpooled vehicle sponsory
Offices
Schedule D 1.F, the 25 largest
- Los Angeles, CA6 employees
ADV anomalies
3 against comparable advisers; where to look, not conclusions
- many private funds relative to firm sizeStatic outlier · filing Aug 19, 2026private funds per $1B of RAUM of 6.0 against a peer median of 0.5 (32 comparable advisers, 100.0th percentile, 7.3 robust deviations)peers: independent wealth managers, $20B and over (32) · 100% percentile
- control person changedChange between filings · filing Aug 19, 2026MISTRETTA, KEVIN, JOHN (CHIEF COMPLIANCE OFFICER) appeared on Schedule A between the filings of 2021-08-16 and 2026-08-19peers: independent wealth managers, $20B and over (84)
- control person changedChange between filings · filing Aug 19, 2026OFFIT, MORRIS, WOLF (CHAIRMAN AND MANAGING MEMBER) left Schedule A between the filings of 2021-08-16 and 2026-08-19peers: independent wealth managers, $20B and over (84)
What changed
consecutive filings, newest first
- Accounts · 530 to 567Jul 1, 2025 to Mar 30, 2026
- Advisory employees · 46 to 55Jul 1, 2025 to Mar 30, 2026
- HNW clients · 196 to 219Jul 1, 2025 to Mar 30, 2026
- Pooled vehicle clients · 115 to 126Jul 1, 2025 to Mar 30, 2026
- Assets in custody · $2.8B to $3.2BJul 1, 2025 to Mar 30, 2026
- Employees · 68 to 82Jul 1, 2025 to Mar 30, 2026
- Private funds · 113 to 123Jul 1, 2025 to Mar 30, 2026
- Discretionary RAUM · $7.8B to $8.6BJul 1, 2025 to Mar 30, 2026
- HNW RAUM · $14B to $14BJul 1, 2025 to Mar 30, 2026
- Non-discretionary RAUM · $13B to $12BJul 1, 2025 to Mar 30, 2026
- Pension RAUM · $73.4M to $65.1MJul 1, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $3.8B to $4.1BJul 1, 2025 to Mar 30, 2026
- RAUM · $20B to $21BJul 1, 2025 to Mar 30, 2026
- Financial planning clients · unset to Mar 27, 2025 to Jul 1, 2025
- Accounts · 507 to 530Jul 3, 2024 to Mar 27, 2025
- Advisory employees · 45 to 46Jul 3, 2024 to Mar 27, 2025
- Charity clients · 35 to 33Jul 3, 2024 to Mar 27, 2025
- HNW clients · 139 to 196Jul 3, 2024 to Mar 27, 2025
- Pooled vehicle clients · 103 to 115Jul 3, 2024 to Mar 27, 2025
- Assets in custody · $2.4B to $2.8BJul 3, 2024 to Mar 27, 2025
- Employees · 67 to 68Jul 3, 2024 to Mar 27, 2025
- Private funds · 102 to 113Jul 3, 2024 to Mar 27, 2025
- Discretionary RAUM · $7.0B to $7.8BJul 3, 2024 to Mar 27, 2025
- HNW RAUM · $12B to $14BJul 3, 2024 to Mar 27, 2025
- Non-discretionary RAUM · $11B to $13BJul 3, 2024 to Mar 27, 2025
- Pension RAUM · $73.1M to $73.4MJul 3, 2024 to Mar 27, 2025
- Pooled vehicle RAUM · $3.3B to $3.8BJul 3, 2024 to Mar 27, 2025
- RAUM · $18B to $20BJul 3, 2024 to Mar 27, 2025
- Private funds · 94 to 102Mar 29, 2024 to Apr 29, 2024
- Accounts · 471 to 507Jul 20, 2023 to Mar 29, 2024
- Charity clients · 36 to 35Jul 20, 2023 to Mar 29, 2024
- HNW clients · 140 to 139Jul 20, 2023 to Mar 29, 2024
- Pooled vehicle clients · 93 to 103Jul 20, 2023 to Mar 29, 2024
- Assets in custody · $1.9B to $2.4BJul 20, 2023 to Mar 29, 2024
- Employees · 62 to 67Jul 20, 2023 to Mar 29, 2024
- Private funds · 92 to 94Jul 20, 2023 to Mar 29, 2024
- Discretionary RAUM · $5.9B to $7.0BJul 20, 2023 to Mar 29, 2024
- HNW RAUM · $9.6B to $12BJul 20, 2023 to Mar 29, 2024
- Non-discretionary RAUM · $10B to $11BJul 20, 2023 to Mar 29, 2024
- Pension RAUM · $72.3M to $73.1MJul 20, 2023 to Mar 29, 2024
Signals
3 dated events
- Wolf Daniel Offit (Co-Ceo And Managing Member) no longer on Schedule A of Offit Capital (listed 2021-03-31, absent 2021-08-16)Aug 16, 2021 · Control person left · inference
- Nmi Igal Litovsky (Co-President) appeared on Schedule A of Offit CapitalMar 31, 2021 · Control person joined · fact
- J William Dixon (Co-Chief Investment Officer) appeared on Schedule A of Offit CapitalMar 25, 2020 · Control person joined · fact
Across DFX
shared identifiers only, never a name match
- Offit Capital · Independent Sponsorsshared crd · capital_provider
- Offit Capital · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Business email
- inquiries@offitcapital.comreportedpublished by the firm, firm site, Sep 17, 2026
- Business phone
- 212-588-3240reportedpublished by the firm, firm site, Sep 17, 2026
- Business phone
- 310-272-8140reportedpublished by the firm, firm site, Sep 17, 2026
- Website
- OFFITCAPITAL.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 212-588-3240reportedpublic record, Form ADV, Aug 19, 2026
- Contact form
- offitcapital.com/contactreportedpublished by the firm, firm site, Sep 17, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $21Bderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026
Across the graphs
Offit Capital is the same institution as 1 record in Real Estate Funds.
Real Estate Funds1
Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.
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