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Building 2OFFIT CAPITAL

Map pinNEW YORK, NY
Phone212-588-3240
NotebookSEC #801-68155
Total AUM
$20.6B
Employees
82
Clients
379

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
485 LEXINGTON AVENUE
24TH FLOOR
NEW YORK
NY 10017
United States
Operating Hours
8:30 A.M. TO 5:30 P.M.
Monday - Friday
Phone
212-588-3240
Other Offices
1

ReceiptFinancials

Total AUM
$20.6B
Accounts
567
Discretionary
$8.6B
Accounts
254
Non-Discretionary
$12B
Accounts
313

ContactClients

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HNW Individual Clients
219
AUM
$13.7B
Pooled Vehicle Clients
126
AUM
$4.1B
Pension/Profit Sharing Plan Clients
1
AUM
$65.1M
Charitable Organization Clients
33
AUM
$2.8B

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTDCDEFLILMDNJNYPATXWI

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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