Offit Capital Advisors is a firm that provides investment management and fiduciary trustee to nonprofit clients. They primarily provide their services regionally, with most clients in New York, California, and Connecticut (although they are present in other states as well).
Most Offit Capital Advisors clients are elementary and secondary schools, colleges, universities, and professional schools, inpatient nursing, hospice, and rehabilitative care facilities, civic and social organizations, and grantmaking foundations with revenues ranging from $5.6 million to $89 million.
Previous legal names, trade names, or just variations of their name include: Offit Capital Advisors LLC; and Offit Capital.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Hadassah Medical Relief Association | 501(c)(3) | New York, NY | ||
| 2 | Teachers College Columbia University (TC) | 501(c)(3) | New York, NY | ||
| 3 | The Hearthland Foundation | 501(c)(3) | Los Angeles, CA | ||
| 4 | Sidney E Frank Charitable Foundation | 501(c)(3) | Harrison, NY | ||
| 5 | The Taft Foundation | 501(c)(3) | New York, NY | ||
| 6 | The Diane and Guilford Glazer Foundation | 501(c)(3) | Beverly Hills, CA | ||
| 7 | The New Jewish Home (Jewish Home and Hospital Lifecare System) | 501(c)(3) | New York, NY | ||
| 8 | The Century Foundation | 501(c)(3) | New York, NY | ||
| 9 | Greenwich Academy | 501(c)(3) | Greenwich, CT | ||
| 10 | Waterside School | 501(c)(3) | Stamford, CT | ||
| ... | and 6 more Offit Capital Advisors not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Offit Capital Advisors in the nonprofit sector include Cambridge Investment Research, Benefit Plans Admin Services, Inc., Ubs Financial Services, Inc., Ameriprise Financial Services, Raymond James Financial Services, Paychex, Inc., American Realty Advisors, RBC Capital Markets, Segall Bryant and Hamill, and Sei.
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