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QUATTRO ADVISORS L.L.C.

PITTSBURGH, PA · CRD 146438 · IAPD ↗ · quattro-advisors.com · (412) 586-5406

$661.7MRegulatory AUM
5Advisory reps
6Employees
0Clients
251-500Planning clients
5Private funds
13States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2026 — QUATTRO ADVISORS L.L.C. reported RAUM up 28% ($516.3M -> $661.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
49
March 2026 — QUATTRO ADVISORS L.L.C. notice-filed in MA, WA, WV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
April 2025 — QUATTRO ADVISORS L.L.C. notice-filed in FL, VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2025 — QUATTRO ADVISORS L.L.C. crossed $500M in regulatory AUM ($468.4M -> $516.3M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.