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Family Office / MFO SEC Form ADV 7.B Roadshow Hub: New York, NY HQ: New York, NY

Offit Capital

$8.6B Total AUM · Institutional LP profile covering 21 historical fund disclosure records ($708.0M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Real Estate, Private Credit, Venture Capital, Private Equity (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

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Disclosed Records
21
5 Open Source Trails Below
Sum of Disclosed Rows
$708.0M
Total AUM: $8.6B
Median Disclosed Amount
$35.5M
Range: $8.0M – $53.8M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/21)
2 Gatekeepers · 5 Disclosed Strategies
SEC Form ADV Section 7.B Disclosure Note: Form ADV Schedule D Section 7.B.(1) lists private funds advised or managed by the registered investment adviser (reporting gross asset value) rather than necessarily direct proprietary balance-sheet LP commitments, and Form ADV does not disclose fund-level Net IRR, TVPI, or DPI.

Historical Fund Disclosures — Offit Capital

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 21 total tracked records (+16 gated pilot rows). Click Inspect Source on any row to view field-level substantiation, table headers/units, and archived page excerpts without login.

Disclosed Fund / Vehicle Strategy Fund Vintage Advised Vehicle GAV Disclosed Performance Primary Source Trail
Cobalt Investment Fund, L.P.Adviser 7.B Vehicle Private Equity 2025
$44.4M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Leeds Equity Partners VII, L.P.Adviser 7.B Vehicle Buyout 2025
$44.4M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
NIS Preferred Stock QP Fund IIAdviser 7.B Vehicle Private Credit 2025
$39.7M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
PIMCO BRAVO Fund VIAdviser 7.B Vehicle Real Estate 2023
$44.0M
Adviser-managed fund GAV · As of March 2026
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B
PIMCO Corporate Opportunities Fund IVAdviser 7.B Vehicle Buyout 2023
$29.8M
Adviser-managed fund GAV · As of March 2026
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B

Forward-Looking Searches, Pacing Plans & Governance Updates — Offit Capital

Tracked separately from historical commitments: active RFPs/searches, board pacing plans, leadership/CIO updates, and retained gatekeeper consultants.

Allocation-Policy / Pacing Update

Offit Capital (Family Office / MFO, $8.6B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 17.0% vs. 16.7% Actual; $25.8M Unallocated Target Bandwidth). SEC Form ADV (801-68155, CRD #144474) verified $8.59B discretionary AUM (Item 7.B Schedule D Private Feeder Funds); active 2026 allocations across Fund I-IV Buyout, Growth/VC & Private Credit ($5M-$20M checks). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-02-04

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Pacing & Allocation Policy Pilot Gated

Board-Approved Pacing Plans, Active RFPs & Target-vs-Actual Allocation Gap

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Gatekeeper Consultants (2) Pilot Gated

Retained Private Markets Advisors & Emerging-Manager Search Conduits

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Investment Team Contacts (4) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Offit Capital

580 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Offit Capital (21 shared vehicles tracked; showing top 3 bilateral overlaps).

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1. Shared Fund Exposure: Documented for both LPs
2. LPAC Seat Overlap: Not disclosed in filings
3. Personal Relationship: Unknown (customer-supplied)
4. Intro Willingness: Unconfirmed potential path
#1 Shared-Fund Peer 8 Shared Vehicles

JST Japan University Endowment Fund

University Endowment Tokyo, Japan
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
PIMCO Commercial Real Estate Debt Fund V (2024 Vintage)
Offit Capital: $44.5M · SEC Form ADV 7.B
JST Japan University Endowment Fund: $80.5M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: PIMCO Corporate Opportunities Fund IV (2023 Vintage) · PIMCO Real Estate Opportunities Fund VIII (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 8 Shared Vehicles

Gallatin Valley Halifax Bellingham Permanent Endowment & Fiduciary Trust

Institutional Trust Mountain West & Southwest (CO / AZ / UT / NV / MT / NM)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
PIMCO BRAVO Fund VI (2023 Vintage)
Offit Capital: $44.0M · SEC Form ADV 7.B
Gallatin Valley Halifax Bellingham Permanent Endowment & Fiduciary Trust: $24.8M · IRS Form 990 Sched D

Additional shared vehicles: PIMCO Commercial Real Estate Debt Fund V (2024 Vintage) · PIMCO Corporate Opportunities Fund IV (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 7 Shared Vehicles

Syzygy Asset Management

OCIO / Wealth RIA Newport Beach, CA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Accel-KKR Growth Capital Partners IV (2022 Vintage)
Offit Capital: $12.5M · SEC Form ADV 7.B
Syzygy Asset Management: $35.0M · SEC Form ADV 7.B

Additional shared vehicles: PIMCO Commercial Real Estate Debt Fund V (2024 Vintage) · PIMCO BRAVO Fund VI (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+577 Additional Institutional LPs Report Shared Vehicles with Offit Capital

Explore bilateral shared-fund paths in our Interactive Read-Only Demo or join the waitlist for full graph access.

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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Offit Capital

You are viewing 5 open public preview records (out of 21 total tracked records for Offit Capital) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 21 tracked historical disclosure records (+16 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (580 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (2), investment contacts (4) & CRM export

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Strategies Disclosed by Offit Capital

Buyout LPs →Real Estate LPs →Private Credit LPs →Venture Capital LPs →Private Equity LPs →

Frequently Asked Questions: Offit Capital

What type of institutional allocator is Offit Capital and what is their typical disclosed ticket size?

Offit Capital is categorized under Family Office / MFO (Regional Roadshow Hub: New York, NY; Headquarters: New York, NY). Across 21 historical disclosure records tracked on Prilago ($708.0M total parsed USD across disclosed rows), the median disclosed amount is $35.5M (range: $8.0M to $53.8M).

Which private-market strategies appear in Offit Capital's public disclosures?

Offit Capital has disclosed records across Buyout, Real Estate, Private Credit, Venture Capital, Private Equity. Open preview records include Cobalt Investment Fund, L.P. (2025 Vintage), Leeds Equity Partners VII, L.P. (2025 Vintage), NIS Preferred Stock QP Fund II (2025 Vintage), PIMCO BRAVO Fund VI (2023 Vintage).

How are Offit Capital's historical records substantiated and separated from active searches on Prilago?

Records for Offit Capital cite primary public disclosures (SEC Form ADV 7.B), and visitors can inspect 5 open source trails on this profile without registration. Each source trail displays field-level substantiation status, distinguishing exact commitment schedules from carrying-value or fee tables. Forward-looking active searches, RFPs, pacing plans, and governance updates are separated from historical disclosures.

How can General Partners request pilot access to Offit Capital's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/offit-capital or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside Offit Capital?

In Prilago's bilateral commitment graph, Offit Capital shares resolved underlying fund vehicles with 580 institutional LPs across 21 shared vehicles (shared fund exposure represents a potential introduction path and does not prove LPAC seat overlap or personal acquaintance). Top shared-fund peers include JST Japan University Endowment Fund (8 shared vehicles, e.g. PIMCO Commercial Real Estate Debt Fund V (2024 Vintage)), Gallatin Valley Halifax Bellingham Permanent Endowment & Fiduciary Trust (8 shared vehicles, e.g. PIMCO BRAVO Fund VI (2023 Vintage)), Syzygy Asset Management (7 shared vehicles, e.g. Accel-KKR Growth Capital Partners IV (2022 Vintage)).

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