# Quattro Advisors L.L.C.

> 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.

- CRD: 146438
- Filed as: QUATTRO ADVISORS L.L.C.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Pittsburgh, PA
- Filing period: October 2026
- Form ADV filing dated: March 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/146438
- AdvisorCensus page: https://advisorcensus.com/firm/quattro-advisors-l-l-c-pittsburgh-pa-146438

## Quick answers

**How is Quattro Advisors L.L.C. compensated?**
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).

**How much does Quattro Advisors L.L.C. charge?**
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.

**Where is Quattro Advisors L.L.C. located?**
Quattro Advisors L.L.C.'s principal office is in Pittsburgh, PA, according to its Form ADV.

**Is Quattro Advisors L.L.C. registered with the SEC or a state?**
Quattro Advisors L.L.C. is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 146438.

**How much does Quattro Advisors L.L.C. manage?**
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).

**How have Quattro Advisors L.L.C.'s assets and staff changed since 2021?**
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.

**What types of clients does Quattro Advisors L.L.C. serve?**
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).

**Which custodians does Quattro Advisors L.L.C. use?**
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.

**Does Quattro Advisors L.L.C. report any disciplinary disclosures?**
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

**Does Quattro Advisors L.L.C. state an account minimum?**
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."

**What changed in Quattro Advisors L.L.C.'s recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $516,273,059 to $661,740,858 (+28%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 25, 2026)

- Asset-based fee: 0.2% to 1.5% a year (a range, as the brochure states it)

> 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.

- Account minimum: None

> We do not have an absolute minimum for investment portfolios or a minimum account size for separately managed account clients.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Investments

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.

### Regulatory assets under management (Item 5.F)
- Total: $661,740,858
- Discretionary: $648,924,759
- Non-discretionary: $12,816,099

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 196 | $40,600,727 |
| High net worth individuals | 196 | $309,916,671 |
| Banking or thrift institutions | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 5 | $203,120,882 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 7 | $11,675,655 |
| Charitable organizations | Fewer than 5 | $382,861 |
| Corporations or other businesses not listed above | 10 | $96,044,062 |

### Advisory services (Item 5.G)
- 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)

### Firm details
- Registered since: 2014 (11 years)
- Employees: 6 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, MA, NC, NJ, NY, OH, PA, TN, TX, VA, WA, WV
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- quattro-advisors.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $357,509,604 | 5 | March 24, 2021 |
| October 2022 | $403,944,576 | 5 | July 28, 2022 |
| October 2023 | $397,894,481 | 5 | April 4, 2023 |
| October 2024 | $468,362,643 | 6 | March 28, 2024 |
| October 2025 | $516,273,059 | 6 | March 31, 2025 |
| October 2026 | $661,740,858 | 6 | March 25, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $516,273,059 to $661,740,858 (+28%).

### March 2026
- Registered or notice-filed in MA, WA, WV.

### January 2026
- No longer registered or notice-filed in LA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Quattro Advisors L.L.C. (CRD 146438): Form ADV filing data as of October 2026.