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Offit Capital Advisors
Morris W. Offit established Offit Capital Advisors in 2007 after serving as CEO of OFFITBANK. The firm operates from New York and delivers investment advisory...
Offit Capital Advisors
Morris W. Offit established Offit Capital Advisors in 2007 after serving as CEO of OFFITBANK. The firm operates from New York and delivers investment advisory services focused on capital preservation and long-term objectives. Offit Capital Advisors allocates across private equity, real estate, private credit, and hedge funds. It uses fund-of-funds structures alongside direct holdings. Confirmed positions include Claros Mortgage Trust. The firm maintains geographic reach in North America, Europe, and Asia while incorporating ClimateTech and AgriTech & FoodTech exposure. The firm reports $20.4 billion under management. It maintains ties to the Morris and Nancy Offit Charitable Foundation. Morris Offit holds long-standing roles at the Council on Foreign Relations and Johns Hopkins University. Offit Capital Advisors functions as a multi-family office with family principals in the co-CEO roles, creating direct alignment between ownership and investment decisions.
General information
Firm type
Multi Family Office
Year founded
2007
AUM
20.4B (Altss estimate)
Location
Region
North America
Country
United States
City
New York
Corporate office
New York, NY, United States
Principals
Morris W. Offit
Chairman and Founder
Daniel Offit
Co-Chief Executive Officer
Ned Offit
Co-Chief Executive Officer
Sector focus
Frequently asked questions
Who runs investment decisions at Offit Capital Advisors?
Morris W. Offit serves as Chairman and Founder. Daniel Offit and Ned Offit serve as Co-Chief Executive Officers.
Does Offit Capital Advisors participate in fund commitments or only direct deals?
The firm uses fund-of-funds structures alongside direct holdings such as Claros Mortgage Trust.
What investment stages does Offit Capital Advisors typically target?
The firm covers public and private markets with allocations to private equity, real estate, and private credit.
Where does the underlying wealth come from?
The firm was founded by Morris W. Offit, former CEO of OFFITBANK.
Does Offit Capital Advisors maintain philanthropic structures?
The firm maintains ties to the Morris and Nancy Offit Charitable Foundation.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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