QUATTRO ADVISORS L.L.C.
Adviser information for QUATTRO ADVISORS L.L.C. last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Pennsylvania, United States |
Employees
| Total Number of Employees | 6 |
|---|---|
| Investment Advisory/Research | 5 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 5 |
| Licensed Agents of an Insurance Company | 1 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1,693 | $455.7M |
| Non-Discretionary | 24 | $12.7M |
| Total | 1,717 | $468.4M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 93 | $19.7M |
| HNW Individuals | 185 | $357.1M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 2 | $10.7M |
| Pension and profit sharing plans | 8 | $7.1M |
| Charitable organizations | 1 | $199,000 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 10 | $73.6M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 251-500 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
| Other Business Activities | Commodity pool operator or commodity trading advisor |
Identifiers
| SEC RIA File Number | 801-80531 |
|---|---|
| SEC ERA File Number | 801-80531 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 146438 |
| Legal Entity Identifier | None |
Principal Office
3495 BUTLER STREETSUITE 100
PITTSBURGH
PA
United States
Monday - Friday, 9:00-5:00
Tel: (412) 586-5406, Fax: 412-281-2818
Websites
Chief Compliance Officer
LUIGI DIIANNI
3495 BUTLER STREET
SUITE 100
PITTSBURGH
PA
United States
Tel:
(412) 586-5406
Fax:
412-281-2818
H*****@*******************M
(Full email address available in API data)
Industry Affiliates
| DIMA RELATIVE FUND GP LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| DIMA RELATIVE FUND LLC | FUND OF FUNDS | $8.2M | $0.3M | 15 |
| GEN N-1, LLC | Private Equity Fund | $2.6M | $0.1M | 14 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| DI IANNI, LUIGI, GASPARE | Individual | – | FOUNDER/ADVISOR/CCO | 12/2007 | 50-75% |
| MANDLER, DAVID, EMERY | Individual | – | MEMBER | 03/2011 | 50-75% |