Investment adviser · CRD 144474

OFFIT CAPITAL

Investment adviser filing (IA)

OFFIT CAPITAL ADVISORS LLC

NEW YORK, NY, United States · Form ADV filed Aug 19, 2026

Regulatory AUM: $20.6B
Client accounts: 567
Employees: 82
Advisory professionals: 55

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	219	$13,660,963,780	66.3%
Pooled investment vehicles	126	$4,101,519,421	19.9%
Charities	33	$2,776,327,538	13.5%
Retirement plans	Fewer than 5	$65,066,968	0.3%

Filing source

Form ADV 2126839 · Aug 19, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

50+ Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

Browse the first 49 funds across 7 pages.

OCA SSA SEGREGATED PORTFOLIOHedge Fund · Last reported Aug 19, 2026$217MGross asset value

Form D fundraising filings

OCA SSA Segregated Portfolio

Fund administrator CITCO FUND ADMINISTRATION ( CAYMAN ISLANDS ) LIMITED GRAND CAYMAN, Cayman Islands Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor EISNERAMPER US (CAYMAN) LTD. GRAND CAYMAN, Cayman Islands

Custodian PNC NEW YORK, New York, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

EISNERAMPER US (CAYMAN) LTD.
PCAOB 274

Fund details & source

Fund ID: 805-1135413263
Reported beneficial owners: 110
Minimum commitment: $1M
Form D file number: 021-328465

Form ADV 2126839 · Aug 19, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

OCA CHP SEGREGATED PORTFOLIOHedge Fund · Last reported Aug 19, 2026$147MGross asset value

Form D fundraising filings

OCA CHP Segregated Portfolio

Fund administrator CITCO FUND ADMINISTRATION ( CAYMAN ISLANDS ) LIMITED GRAND CAYMAN, Cayman Islands Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor EISNERAMPER US (CAYMAN) LTD. GRAND CAYMAN, Cayman Islands

Custodian PNC NEW YORK, New York, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

EISNERAMPER US (CAYMAN) LTD.
PCAOB 274

Fund details & source

Fund ID: 805-2206530250
Reported beneficial owners: 35
Minimum commitment: $1M
Form D file number: 021-419523

Form ADV 2126839 · Aug 19, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

OCA PREFERRED INCOME LLCHedge Fund · Last reported Aug 19, 2026$126MGross asset value

Form D fundraising filings

OCA Preferred Income LLC

Fund administrator CITCO FUND ADMINISTRATION (CAYMAN ISLANDS) LIMITED GRAND CAYMAN, Cayman Islands Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor EISNERAMPER LLP NEW YORK, New York, United States

Custodian CHARLES SCHWAB & CO., INC. NEW YORK, New York, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

EISNERAMPER LLP
PCAOB 274

CHARLES SCHWAB & CO., INC.
SEC 8-16514

Fund details & source

Fund ID: 805-7287448534
Reported beneficial owners: 142
Minimum commitment: $1M
Form D file number: 021-491226

Form ADV 2126839 · Aug 19, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

OCA AKO EUROPEAN LONG-ONLY LLCHedge Fund · Last reported Aug 19, 2026$118MGross asset value

Form D fundraising filings

OCA AKO EUROPEAN LONG-ONLY LLC

Fund administrator CITCO FUND ADMINISTRATION (CAYMAN ISLANDS) LIMITED GRAND CAYMAN, Cayman Islands Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor EISNERAMPER LLP NEW YORK, New York, United States

Custodian PNC NEW YORK, New York, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

EISNERAMPER LLP
PCAOB 274

Fund details & source

Fund ID: 805-4496190102
Reported beneficial owners: 117
Minimum commitment: $1M
Form D file number: 021-434483

Form ADV 2126839 · Aug 19, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

OCA AS ACWI ALPHA EXT SEGREGATED PORTFOLIOHedge Fund · Last reported Aug 19, 2026$112MGross asset value

Fund administrator CITCO FUND ADMINISTRATION ( CAYMAN ISLANDS ) LIMITED GRAND CAYMAN, Cayman Islands Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor EISNERAMPER US (CAYMAN) LTD. GRAND CAYMAN, Cayman Islands

Custodian PNC NEW YORK, New York, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

EISNERAMPER US (CAYMAN) LTD.
PCAOB 274

Fund details & source

Fund ID: 805-6159288967
Reported beneficial owners: 25
Minimum commitment: $1M
Form D file number: 021-2075175

Form ADV 2126839 · Aug 19, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

OCA FSSA ASIAN EQUITY LEADERS FUND LLCPrivate Equity Fund · Last reported Aug 19, 2026$106MGross asset value

Fund administrator CITCO FUND ADMINISTRATION (CAYMAN ISLANDS) LIMITED GRAND CAYMAN, Cayman Islands Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor EISNERAMPER LLP NEW YORK, New York, United States

Custodian PNC NEW YORK, New York, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

EISNERAMPER LLP
PCAOB 274

Fund details & source

Fund ID: 805-3032061083
Reported beneficial owners: 86
Minimum commitment: $1M
Form D file number: 021-2022149

Form ADV 2126839 · Aug 19, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

OCA EQ LLCPrivate Equity Fund · Last reported Aug 19, 2026$91.9MGross asset value

Fund administrator CITCO FUND ADMINISTRATION (CAYMAN ISLANDS) LIMITED GRAND CAYMAN, Cayman Islands Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor EISNERAMPER LLP NEW YORK, New York, United States

Custodian PNC NEW YORK, New York, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

EISNERAMPER LLP
PCAOB 274

Fund details & source

Fund ID: 805-3356197034
Reported beneficial owners: 132
Minimum commitment: $1M
Form D file number: 021-2030851

Form ADV 2126839 · Aug 19, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Aug 19, 2026. View historical filings

Reported services

Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Selection of other advisers

Compensation

Percentage of assets · Fixed

Principal office

485 LEXINGTON AVENUE, 19TH FLOOR
NEW YORK, NY, 10017, United States

CRD 144474

Filing source

Form ADV 2126839 · Aug 19, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.