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QUATTRO FINANCIAL ADVISORS

Business and Investment Profile

The QUATTRO FINANCIAL ADVISORS is a privately held investment adviser that advises $1.66Bn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. QUATTRO FINANCIAL ADVISORS is a Private Fund A private fund manager is a manager whose >=75% of total assets under management are in private funds (privately offered pooled vehicles for accredited or qualified investors, generally accessed through placements with higher minimums, restricted eligibility, and negotiated terms) Manager. Assets increased by 138.26% over the last 5-years.

Regulatory Profile

The Group has been registered with the SEC for 9.95 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 625 REGAL ROW UNIT 401, MONTGOMERY, TEXAS. The Group has not been subject to regulatory enforcement actions. They are regulated by 4 US and Non-US bodies.

Employee Profile

They have 3 employees comprised of 1 investment and 2 non-investment staff. The total number of Employees remained the same over the last few years.

Asset Profile

Their $1.66Bn in assets advised are owned by 29 private funds, 0 public funds and BDCs and 33 other accounts. Assets of Pooled Investment Vehicles (Not IC or BDC) clients own $1.05Bn or 63.41% of Total Assets and Corporations or Other Businesses own $524.25mn or 31.67% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include Multi Strat, representing 100% of total assets, respectively.

Client Profile

They advise 3 types of clients, top clients are Pooled Investment Vehicles (Not IC or BDC) and Corporations or Other Businesses.

Service Provider Profile

The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 10 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.

Fee Profile

The Group discloses management fees.

Sub-Advisers

QUATTRO FINANCIAL ADVISORS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.

Full profile: QUATTRO FINANCIAL ADVISORS

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Keywords: Quattro Financial Advisors, Quattro
Generated 2026-09-12T06:49:01.4831431.  © 2026 Convergence.