# OFFIT CAPITAL ADVISORS LLC

OFFIT CAPITAL ADVISORS LLC of NEW YORK, NY is an SEC-registered investment adviser.

## Registration

- CRD: 144474
- Type: SEC-registered investment adviser
- SEC file number: 801-68155
- Location: 485 LEXINGTON AVENUE, 19TH FLOOR, NEW YORK, NY, 10017
- Phone: 212-588-3240
- Latest filing: 2026-07-23
- Regulatory AUM: $20.6B
- Discretionary AUM: $8.6B
- Non-discretionary AUM: $12.0B
- Clients: 82
- Accounts: 567

## Business model

- Compensation: % of AUM, Fixed
- Clients served: High net worth, Pooled vehicles, Charities, Investment cos

## Officers, owners & control persons (18)

| Name | Role | Location |
| --- | --- | --- |
| Benjamin John Robins | MEMBER | — |
| Yvonne Nadinne Kanner | MEMBER | — |
| Steven Edward Cortez | MEMBER | — |
| Ned Steven Offit | CEO AND MANAGING MEMBER; MEMBER | — |
| Vincent Michael Rella | CHIEF FINANCIAL OFFICER; CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER; MEMBER | — |
| Todd Eugene Petzel | CHIEF ECONOMIST; CO-CHIEF INVESTMENT OFFICER AND CHIEF ECONOMIST; MEMBER | — |
| William J Dixon | CHIEF INVESTMENT OFFICER AND CO-PRESIDENT; CO-CHIEF INVESTMENT OFFICER AND CO-PRESIDENT; MEMBER | — |
| Igal Nmi Litovsky | CO-PRESIDENT; MEMBER | — |
| Kevin John Mistretta | CHIEF COMPLIANCE OFFICER | — |
| PETZEL TODD EUGENE | CHIEF INVESTMENT OFFICER; CO-CHIEF INVESTMENT OFFICER AND CHIEF ECONOMIST | — |
| DIXON MICHAEL J | CO-CHIEF INVESTMENT OFFICER; CO-CHIEF INVESTMENT OFFICER AND CO-PRESIDENT | — |
| BAUM MARC LEWIS | CHIEF COMPLIANCE OFFICER | — |
| OFFIT MORRIS WOLF | CHAIRMAN; CHAIRMAN AND MANAGING MEMBER; CO-CEO (+1 more) | — |
| OFFIT NED STEVEN | CEO AND MANAGING MEMBER; CO-CEO AND MANAGING MEMBER; CO-CEO/ CHIEF COMPLIANCE OFFICER (+1 more) | — |
| RELLA VINCENT MICHAEL | CHIEF FINANCIAL OFFICER; CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER | — |
| BOSCACCI PAUL J | CHIEF COMPLIANCE OFFICER | — |
| LITOVSKY IGAL NMI | CO-PRESIDENT | — |
| OFFIT NANCY S | TRUSTEE | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/144474/brochure
- Similar advisers: https://search.stillhousedata.com/firm/144474/similar
- Related entities: https://search.stillhousedata.com/firm/144474/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/144474

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.