Quattro Financial Advisors

Overview

Quattro Financial Advisors is an SEC-registered advisory LLC that began operating in 2016 and is owned by an individual principal. The firm serves both high-net-worth individuals and institutional clients, charging fees as a percentage of assets under management and delivering portfolio management for individuals, small businesses, and pooled investment vehicles. It does not market itself as an ESG-focused manager and is not registered as a multi-state adviser or pension consultant. Quattro positions itself as a discretionary manager with a clear tilt toward equity strategies within separate managed accounts, while also participating in pooled structures and advising private funds. Its client mix and advisory activities indicate a dual focus on personalized wealth management and manager-of-managers or fund advisory work.

Assets & Accounts

Public Holdings

Investments & Alternatives