Offit Capital Advisors 13F annual report

Offit Capital Advisors is an investment fund managing more than $60.1 billion ran by Vincent Rella. There is currently 1 company in Mr. Rella’s portfolio. The largest and only investment include Claros Mtg Tr Inc worth $60.1 billion.

$60.1 billion Assets Under Management (AUM)

As of 28th September 2023, Offit Capital Advisors’s top holding is 5,426,793 shares of Claros Mtg Tr Inc currently worth over $60.1 billion and making up 100.0% of the portfolio value.

Currently, Offit Capital Advisors's portfolio is worth at least $60.1 billion. The total portfolio value may be much higher due to cash assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.

Careers at Offit Capital Advisors

The Offit Capital Advisors office and employees reside in New York, New York. According to the last 13-F report filed with the SEC, Vincent Rella serves as the Chief Financial Officer and Chief Compliance Officer at Offit Capital Advisors.

One of the smallest hedge funds

The two most similar investment funds to Offit Capital Advisors are Canada Pension Plan Investment Board and Dynamo Administracao De Recursos Ltda. They manage $60.1 billion and $60.2 billion respectively.


The complete list of Offit Capital Advisors trades based on 13F SEC filings

These positions were updated on October 5th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.

Security Shares Owned Value Allocation
Claros Mtg Tr Inc
No change
5,426,793
$60,128,866,000 100.00%
No transactions found
Showing first 500 out of 1 holdings