Key facts
- Status: Privately Held (backing).
Leadership
- Roshel IsakharovPartner of Fixed Income Trader & Portfolio Manager
- Todd PetzelCo-Chief Investment Officer & Chief Economist
- William DixonCo-Chief Investment Officer & Co-President
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- ·The full record, as it builds
Funding rounds
No funding rounds for Offit Capital are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About Offit Capital
Provider of investment management services intended for high-net-worth individuals, families, and not-for-profit institutions. The company offers a range of financial investment strategies and asset management services, enabling clients to manage risk and get returns on their investments in short and term horizons.
- Sector
- Financial Services
- HQ
- New York, NY, United States
- Employees
- 65
- Website
- offitcapital.com/
- Ownership
- Privately Held (backing)
Offit Capital doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in Offit Capital shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on Offit Capital in its N-PORT filings yet. We sweep new filings monthly.