C1 Advisors LLC

RIASEC Registered
Total AUM
$53.1M
Discretionary
$53.1M
100% of AUM
Avg account
$53.1M
Accounts
1
Employees
4
Advisory reps
4

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth