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 an SEC-registered institutional RIA that provides portfolio management services to investment companies. The firm is organized as a limited liability company and lists its ownership as a mix of a domestic entity and an individual. It targets institutional clients and charges fees as a percentage of assets under management. The firm does not identify as an active ESG investor, is not a capital allocator, and does not operate as a multi-state adviser. SEC registration was recorded in 2025.
Assets & Accounts
Investments & Alternatives
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 2
Elliot 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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