C1 ADVISORS LLC
Firm details
- Headquarters
- PALO ALTO, California
- CRD number
- 331914
- Registered since
- March 6, 2025
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
C1 Advisors LLC is a limited liability company that registered with the SEC in 2025 and reports an institutional client focus. The firm is structured to charge clients a percentage of assets under management and identifies portfolio management for investment companies as its primary advisory activity. Corporate attributes reported include domestic ownership and an “unclassified” firm classification; it is not flagged as an active ESG investor, a capital allocator, a pension consultant, a related adviser, or a multistate adviser. The designation as a manager for investment companies indicates C1 Advisors operates at the pooled-vehicle or fund-management level rather than primarily serving retail individual households. The combination of fee-by-AUM economics and an institutional client base suggests a traditional asset management revenue model concentrated around institutional mandates or funds.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2DR. NAJAMUL KIDWAI
Co-Founder, President & CEOCRD 8021174
David Hytha
Chief Financial OfficerCRD 7947738
Contacts
2 of 2Elliot Han
PartnerCRD 6543354
Xu Zhao
Vice ChairmanCRD 8021176
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
PALO ALTO, CA
SANTA CLARA
Location
PALO ALTO, CA
Headquartered in PALO ALTO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- SANTA CLARA
- Address
- 3000 El Camino Real
- Time zone
- PT (UTC-8)
- Office locations
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