AUMdb

C1 Advisors Llc

SEC-registered Mutual Fund / Asset Manager · Boutique (under $100M) CRD 331914 · SEC file 801-132089 · Palo Alto, CA · www.c1fund.com
☆ Save with Pro ADV data as of Mar 31, 2026
Regulatory AUM
$53.1M
Discretionary
$53.1M
Clients
1
Avg AUM / client
$53.1M
Accounts
1
Employees
4

AUM over time

$0 $53.1M
Feb 3, 2025 Mar 31, 2026

Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026

Who they serve

Client typeClientsAUM% of AUM
Investment companies 1 $53.1M 100.0%

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 03/31/2026 903 KB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Percentage of assets under management

Services

  • Portfolio management for investment companies

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.

View current Form ADV (SEC/IAPD) ↗