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QUATTRO ADVISORS L.L.C.
CRD 146438 · SEC 801-80531
3495 BUTLER STREET, SUITE 100, PITTSBURGH, PA, 15201, United States
Phone
(412) 586-5406
Fax
412-281-2818
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$661.7M
Discretionary AUM
$648.9M
Team
6 total employees; 5 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 196 | $40.6M |
| High net worth individuals | 196 | $309.9M |
| Pooled investment vehicles | 5 | $203.1M |
| Pension/profit sharing plans | 7 | $11.7M |
| Corporations/business entities | 10 | $96.0M |
States served
CA, MA, NJ, NY, NC, OH, PA, TN, VA, WV, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD