Offit Capital Information

Delivering customized investment management services to help wealthy individuals, families, endowments and foundations meet their long-term financial objectives.

Website	http://offitcapital.com
Revenue	$9.6 million
Employees	81 (68 on RocketReach)
Founded	2007
Address	485 Lexington Ave 24th Floor, New York, New York 10017, US
Phone	+1 212-588-3276
Technologies	JavaScript , Google Maps , Microsoft Outlook +8 more (view full list)
Industry	Investment Management, Finance General, Consulting, Finance, Financial Services, Legal, Professional Services, Venture Capital, Lending and Investments
Web Rank	11 Million
Keywords	Investment Management, Investment Advisory, Wealth Management, Portfolio Management, High Net Worth Individuals, Customized Investing, Investment Strategies, Wealth Preservation, Private Wealth, Financial Planning, Long Term Investing, Financial Advisory, Capital Preservation, Family Office, Estate Planning, Retirement Planning, Alternative Investments, Endowment Management, Foundation Management, Tax Planning
Competitors	Fidelity Investments, Schwab Advisor Services, Vanguard, Merrill Edge, Raymond James, ETRADE Bank c/o ETRADE Financial, LLC, TD Ameritrade, Betterment, Wealthfront, Personal Capital +34 more (view full list)
SIC	SIC Code 62 Companies, SIC Code 628 Companies
NAICS	NAICS Code 52 Companies, NAICS Code 5239 Companies, NAICS Code 523 Companies, NAICS Code 52393 Companies

Offit Capital Questions

What is the annual revenue of Offit Capital?

The Offit Capital annual revenue was $9.6 million in 2026.

Who is the Managing Director, Accounting and Compliance of Offit Capital?

Kevin Mistretta is the Managing Director, Accounting and Compliance of Offit Capital.

How many people are employed at Offit Capital?

68 people are employed at Offit Capital.

Where is Offit Capital based?

Offit Capital is based in New York, New York.

What is the NAICS code for Offit Capital?

The NAICS codes for Offit Capital are [52, 5239, 523, 52393].

What is the SIC code for Offit Capital?

The SIC codes for Offit Capital are [62, 628].

Top Offit Capital Employees

Kevin Mistretta

Managing Director, Accounting and Compliance at Offit Capital

New York, NY, US
3
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- offitcapital.com
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5+
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Roshni Amin

Managing Director, Head of Operations at Offit Capital

New York, NY, US
2
- offitcapital.com
- offithall.com
5+
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- +1 704-499-XXXX
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Cindy Yuen

Managing Director, Human Resources at Offit Capital

New York, NY, US
3
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- offithall.com
5+
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Will Dixon

Co‑President, Co‑Chief Investment Officer at Offit Capital

New York, NY, US
4
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- gmail.com
- offithall.com
4
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Michael Saltzman

Senior Vice President at Offit Capital

New York, NY, US
1
- offitcapital.com
5+
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Nour Kabouya

Senior Vice President at Offit Capital

New York, NY, US
2
- gmail.com
- offitcapital.com
2
- +1 212-588-XXXX
- +1 212-588-XXXX
Pamela Berkowitz

Managing Director, Trust and Estate Planning at Offit Capital

United States
4
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- gmail.com
- offithall.com
- thepinkagenda.org
5+
- +1 209-743-XXXX
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Daniel Altman

Vice President at Offit Capital

New York, NY, US
3
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- gmail.com
- offithall.com
1
- +1 516-466-XXXX
Patrick Falkoff

Senior Vice President at Offit Capital

New York, NY, US
3
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- gmail.com
- offithall.com
3
- +1 215-495-XXXX
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Devin Greaney

Vice President, Municipal Credit Research at Offit Capital

New York, NY, US
2
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- offithall.com
3
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- +1 201-659-XXXX
- +1 603-714-XXXX