A complete list of active advisors currently associated with Quattro Advisors L.L.C.

Warmer can help you find a great advisor at Quattro Advisors L.L.C. or one who fits your needs even better.

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.

To learn more about the advisors currently working at Quattro Advisors L.L.C., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.