C1 ADVISORS LLC

RIASEC RegisteredEst. 2025
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 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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • DR. 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

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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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