# Offit Capital Advisors

Offit Capital Advisors is a Multi Family Office based in New York, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** New York, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Founded:** 2007
- **Assets under management:** 20.4B (Altss estimate)
- **Website:** offitcapital.com
- **LinkedIn:** https://www.linkedin.com/company/offit-capital-advisors

## Regulatory record

- **CRD number:** 144474
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-30T05:00:00.000Z
- **Reports private funds:** Yes
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/144474

## About

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.

## Sectors

- ClimateTech
- AgriTech & FoodTech
- Private Equity
- Real Estate
- Private Credit

## People

- Morris W. Offit — Chairman and Founder
- Daniel Offit — Co-Chief Executive Officer
- Ned Offit — Co-Chief Executive Officer

## 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.

## Related profiles

- [Hirtle, Callaghan & Co.](https://altss.com/profile/hirtle-callaghan-co)
- [Arrivato](https://altss.com/profile/arrivato-llc)

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Last updated: 2026-07-06T01:24:22.366Z

Canonical page: https://altss.com/profile/offit-capital-advisors

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