QUATTRO ADVISORS L.L.C.

RIASEC RegisteredEst. 2014

Total AUM

$662M

Discretionary

$649M

98% of AUM

Avg account

$319K

Accounts

2,075

Employees

Advisory reps

Firm details

Headquarters: PITTSBURGH, Pennsylvania
CRD number: 146438
Registered since: November 21, 2014
Website: www.quattro-advisors.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI46.83%
Pooled Investment Vehicles30.69%
Corporations / Businesses14.51%
Individuals6.14%
Pension & Profit Sharing Plans1.76%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Quattro Advisors L.L.C. is an independent, SEC-registered registered investment adviser formed in 2014 that operates as a capital allocator for both private and institutional investors as well as individuals and families. The firm is structured as a limited liability company with an individual owner and offers a mix of fee arrangements, including percentage-of-AUM billing alongside hourly and fixed-fee engagements. Quattro provides financial planning and portfolio management across client types—individuals, small businesses, pooled vehicles and institutions—and also selects external managers on clients' behalf. Quattro performs roles beyond traditional advisory work: it acts as a sponsor/GP/managing member of pooled investment vehicles and is registered to engage in CPO/CTA activities and insurance brokerage. The firm does not identify as an active ESG investor and appears to operate from a single-state footprint.