{
  "crd_number": 146438,
  "slug": "quattro-advisors-l-l-c-pittsburgh-pa-146438",
  "primary_business_name": "QUATTRO ADVISORS L.L.C.",
  "legal_name": "QUATTRO ADVISORS L.L.C.",
  "dbas": [],
  "city": "Pittsburgh",
  "state": "PA",
  "country": "United States",
  "cbsa_code": "38300",
  "metro": {
    "cbsa_code": "38300",
    "common_name": "Pittsburgh",
    "msa_name": "Pittsburgh, PA",
    "path": "/advisors/pa/pittsburgh"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2014-11-21",
  "years_registered": 11,
  "period": "2026-10-01",
  "filing_date": "2026-03-25",
  "carried_forward": false,
  "raum_total": 661740858.0,
  "raum_discretionary": 648924759.0,
  "raum_non_discretionary": 12816099.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 6,
  "advisory_employees": 5,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 382861.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 40600727.0,
      "count": 196
    },
    "banking_thrift": {
      "raum": null,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 11675655.0,
      "count": 7
    },
    "high_net_worth_individuals": {
      "raum": 309916671.0,
      "count": 196
    },
    "pooled_investment_vehicles": {
      "raum": 203120882.0,
      "count": 5
    },
    "corporations_other_businesses": {
      "raum": 96044062.0,
      "count": 10
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "FL",
    "MA",
    "NC",
    "NJ",
    "NY",
    "OH",
    "PA",
    "TN",
    "TX",
    "VA",
    "WA",
    "WV"
  ],
  "websites": [
    "https://quattro-advisors.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/146438",
  "city_as_filed": "PITTSBURGH",
  "url": "https://advisorcensus.com/firm/quattro-advisors-l-l-c-pittsburgh-pa-146438",
  "display_name": "Quattro Advisors L.L.C.",
  "summary": "Quattro Advisors L.L.C. is an SEC-registered investment advisory firm in Pittsburgh, PA, registered since 2014, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 25, 2026.",
  "citation": "AdvisorCensus. Quattro Advisors L.L.C. (CRD 146438): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Quattro Advisors L.L.C. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Quattro Advisors L.L.C. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Quattro Advisors L.L.C. charge?",
      "a": "Its Form ADV Part 2A brochure dated March 25, 2026 states: Asset-based fee: 0.2% to 1.5% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Quattro Advisors L.L.C. located?",
      "a": "Quattro Advisors L.L.C.'s principal office is in Pittsburgh, PA, according to its Form ADV."
    },
    {
      "q": "Is Quattro Advisors L.L.C. registered with the SEC or a state?",
      "a": "Quattro Advisors L.L.C. is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 146438."
    },
    {
      "q": "How much does Quattro Advisors L.L.C. manage?",
      "a": "Quattro Advisors L.L.C. reports $661,740,858 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (98% discretionary)."
    },
    {
      "q": "How have Quattro Advisors L.L.C.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for Quattro Advisors L.L.C.: Regulatory assets under management: $357,509,604 in the October 2021 data and $661,740,858 in the October 2026 data, up 85%. Total employees: 5 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Quattro Advisors L.L.C. serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (196); high net worth individuals (196); corporations or other businesses not listed above (10)."
    },
    {
      "q": "Which custodians does Quattro Advisors L.L.C. use?",
      "a": "Quattro Advisors L.L.C.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Investments as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Quattro Advisors L.L.C. report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/146438"
    },
    {
      "q": "Does Quattro Advisors L.L.C. state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 25, 2026 says: \"We do not have an absolute minimum for investment portfolios or a minimum account size for separately managed account clients.\""
    },
    {
      "q": "What changed in Quattro Advisors L.L.C.'s recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $516,273,059 to $661,740,858 (+28%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 357509604.0,
      "total_employees": 5,
      "filing_date": "2021-03-24"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 403944576.0,
      "total_employees": 5,
      "filing_date": "2022-07-28"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 397894481.0,
      "total_employees": 5,
      "filing_date": "2023-04-04"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 468362643.0,
      "total_employees": 6,
      "filing_date": "2024-03-28"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 516273059.0,
      "total_employees": 6,
      "filing_date": "2025-03-31"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 661740858.0,
      "total_employees": 6,
      "filing_date": "2026-03-25"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $516,273,059 to $661,740,858 (+28%)."
      ]
    },
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Registered or notice-filed in MA, WA, WV."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "No longer registered or notice-filed in LA."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 25, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": "0.2% to 1.5% a year",
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 0.2% to 1.5% a year (a range, as the brochure states it)"
        ],
        "quotes": [
          "We charge fees based on a standard fee schedule, ranging from 0.20% to 1.5% based on the value of your portfolio, per annum."
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "We do not have an absolute minimum for investment portfolios or a minimum account size for separately managed account clients."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": [
        0.2,
        1.5
      ],
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "We charge fees based on a standard fee schedule, ranging from 0.20% to 1.5% based on the value of your portfolio, per annum.",
      "We do not have an absolute minimum for investment portfolios or a minimum account size for separately managed account clients."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Fidelity Investments",
      "name_as_filed": "FIDELITY INVESTMENTS",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/quattro-advisors-l-l-c-pittsburgh-pa-146438.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 196,
      "fewer_than_5": false,
      "raum": 40600727.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 196,
      "fewer_than_5": false,
      "raum": 309916671.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 5,
      "fewer_than_5": false,
      "raum": 203120882.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 7,
      "fewer_than_5": false,
      "raum": 11675655.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 382861.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 10,
      "fewer_than_5": false,
      "raum": 96044062.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/146438",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}