Quattro Advisors L.L.C.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$350,517,398
Clients
392
Advisors
5
of 6 employees
About
Quattro Advisors is an SEC‑registered investment adviser that provides discretionary and non‑discretionary investment management, financial planning and family office services primarily to high‑net‑worth individuals, corporate executives, trusts, small businesses and pooled investment clients. The firm manages separately managed accounts and allocates client assets across public securities, mutual funds, ETFs and private investment vehicles.
Quattro tailors portfolios to each client’s objectives, risk tolerance and liquidity needs, using a mix of equities, fixed income, real estate and private investments and rebalancing when allocations deviate from target. The firm uses third‑party software to aggregate client holdings and compare investment performance, and it conducts ongoing due diligence on sub‑advisors, mutual funds and private partnerships.
Distinctive for a team‑sized RIA, Quattro sponsors and advises proprietary privately offered pooled funds—including vehicles that invest in underlying private equity, venture capital and hedge funds—and is affiliated with several general partners that manage those funds; it is also registered as a commodity pool operator. The firm discloses deemed custody of fund assets under the Advisers Act and prepares audited financial statements for its funds to satisfy custody rules, and while Quattro does not itself charge performance‑based fees, certain private vehicles it sponsors or recommends may impose performance fees and involve capital‑call, liquidity and valuation risks.
Client services
Expertise
Occupation focus
Fee options
Certain clients may have flat annual fee arrangements depending on amount invested
0.20% to 1.5% per annum (tiered fee schedule, exact tiers not specified)
Standard hourly billing rates for Financial Advisory Services, fees subject to negotiation
Main office
3495 Butler Street, Suite 100
Pittsburgh PA 15201
Advisors at this office
5
Most active in
California · Florida · Massachusetts · New Jersey · New York · North Carolina · Ohio · Pennsylvania · Tennessee · Texas · Virginia · Washington · West Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Jordon P
Series 65
Pittsburgh, PA
Quattro Advisors L.L.C.
Jordon Popp is a financial advisor at Quattro Advisors L.L.C. in Pittsburgh, PA, holding a Series 65 designation with 10 years of industry experience. He has been with Quattro Advisors since 2013. Quattro Advisors provides investment advisory, financial planning, and family-office style services primarily to high-net-worth individuals, trusts, estates, business entities, retirement plans, and private funds. The firm offers tailored advice and active portfolio oversight, investing across public and private markets and acting as a sponsor and adviser to proprietary private funds.
David M
CFP®, ChFC®, Series 63, Series 66
Pittsburgh, PA
Quattro Advisors L.L.C.
David Mandler is a CFP® and ChFC® with 16 years of industry experience. He has worked at Quattro Advisors L.L.C. since 2011 and previously spent time with Massmutual Life Insurance Company. Based in Pittsburgh, PA, he holds Series 63 and Series 66 licenses. Quattro Advisors provides investment advisory, financial planning, and family-office style services primarily to high-net-worth individuals, trusts, estates, business entities, and private funds. The firm offers tailored advice and active portfolio management across public and private markets, and it is notable for sponsoring proprietary private funds and operating as a registered commodity pool operator.
Luigi D
Series 66
Pittsburgh, PA
Quattro Advisors L.L.C.
Luigi Di Ianni is a financial advisor at Quattro Advisors L.L.C. in Pittsburgh, PA, holding a Series 66 designation with 17 years of industry experience. He has worked at Quattro Advisors since 2008 and previously operated the Law Office of Luigi Di Ianni from 1998 to 2020. Quattro Advisors provides investment advisory, financial planning, and family-office style services primarily to high-net-worth individuals, trusts, estates, business entities, retirement plans, and private funds. The firm offers tailored advice with active portfolio oversight and invests across public and private markets, including proprietary private funds and commodity pool operations.
William N
Series 66
Pittsburgh, PA
Quattro Advisors L.L.C.
William Nelson is a financial advisor at Quattro Advisors L.L.C. in Pittsburgh, PA, holding a Series 66 designation with 13 years of industry experience. He has been with Quattro Advisors since 2011. Outside of his advisory role, he owns Innova Management, LLC, a business involved in house renovations and property management. Quattro Advisors provides investment advisory, financial planning, and family-office style services primarily to high-net-worth individuals, trusts, estates, business entities, retirement plans, and private funds. The firm offers tailored advice and active portfolio management across public and private markets, and is notable for sponsoring and advising proprietary private funds as well as its registration as a commodity pool operator.
Andrei V
CFP®, Series 63, Series 65
Pittsburgh, PA
Quattro Advisors L.L.C.
Andrei Voicu is a CFP® with 22 years of industry experience, currently serving at Quattro Advisors L.L.C. since 2016. His prior roles include positions at Coury Investment Advisors, LPL Financial, and Fragasso Wealth Advisors. Quattro Advisors is an SEC-registered investment adviser that provides discretionary and non-discretionary investment management, financial planning, and family office services primarily to high-net-worth individuals, corporate executives, trusts, small businesses, and pooled investment clients. The firm customizes portfolios to align with client objectives and risk tolerance, utilizing a diversified mix of equities, fixed income, real estate, and private investments, and sponsors proprietary privately offered pooled funds with affiliations to several general partners.
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