QUATTRO ADVISORS L.L.C.
SEC RegisteredTailored Strategies Focused Alternative Investments
About the firm
Quattro was founded in 2007 to provide unbiased advice, tailored strategies, and the freedom to choose optimal investments. Unlike firms that operate on a product-focused, sales-driven model, they are solely committed to client success, with every recommendation and action prioritizing client interests.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Unbiased advice, tailored strategies, and alternative investments
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 196 | $41M |
| High Net Worth Individuals | 196 | $310M |
| Investment Companies | 0 | — |
| Pension/Profit Sharing Plans | 5 | $203M |
| Charitable Organizations | 7 | $12M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
5 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Standard Schedule | 0.20% |
| Standard Schedule | 1.50% |
Data as of March 25, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. QUATTRO ADVISORS L.L.C. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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