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Offit Hall Capital Management LLC (San Francisco)


Offit Hall Capital Management LLC is a large advisory firm based in San Francisco. It manages $21.2 billion of regulatory assets for 100 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of California and New York.

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Offit Hall Capital Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and pension consulting services. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Offit Hall Capital Management: assets under management

The assets under management (AUM) of Offit Hall Capital Management LLC is $21.2 billion. The firm's AUM has grown by 159% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $1.84 billion in discretionary accounts and $19.36 billion in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $262.39 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $208.17 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Offit Hall Capital Management LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 9 indirect owners.

Name Entity Date acquired Ownership Employer ID
Frederick Warren Hellman Trustee 1 Dec 1983 Other 1367884
1989 John Fisher Ins. Trust De General partner 1 Jul 1989 Other 94-6622615
1989 Robert Fisher Ins. Trust General partner 1 Jul 1989 Other 94-6622601
1989 William Fisher Ins. Trust General partner 1 Jul 1989 Other 94-6622621
L.P. Rosewood Capital Iv Common stock shareholder 1 Mar 2002 75% - 100% 22-3707169
Rosewood Capital Associates Iv Llc General partner 1 Mar 2002 Other 22-3707171
Kyle Albert Anderson Member 1 Mar 2002 Other 1014520
Thomas Fahr Steyer Member 1 Jul 2007 50% - 75% 1233313
Matthew Reed Barger Member 1 Jul 2007 25% - 50% 1199672

Based in San Francisco

The principal office where Offit Hall Capital Management LLC performs its advisory services is located at One Maritime Plaza, San Francisco, CA 94111, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 415-288-0544 or by fax 415-288-0543. The normal business hours are 8:00 a.m.-5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.offithall.com.


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