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Quattro Financial Advisors LLC

● SEC registered since 2016CRD 284852SEC# 801-108263The Woodlands, TX
Export (members)
Ranks #2,236 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$1.44B
Fund GAV
$893.1M
Private funds
2
Employees
3
Accounts
281
Location
The Woodlands, TX

Quattro Financial Advisors LLC assets under management

Quattro Financial Advisors LLC is an SEC-registered investment adviser based in The Woodlands, TX. The firm has been registered since 2016. It reports $1.4 billion in regulatory assets under management and employs 3 people. Quattro Financial Advisors LLC manages 2 private funds with combined gross assets of $893.1 million, including Vrx I Investment Fund SPC. By regulatory assets, it ranks 2,236 of 5,911 private fund managers.

Quattro Financial Advisors LLC private funds

2 funds · $893.1M GAV
FundTypeGross assetsMin.
Vrx I Investment Fund SPCOther Private$892.2M$100K
Qto Fund SPCOther Private$933K$100K

Quattro Financial Advisors LLC owners & executives

4 reported
NameTitleOwnershipSince
Jose ErnestoAssignee Of A Membership Interest10-25%2023
Jose Luis Llamas ControlManaging MemberOver 75%2016
Laura TorrojaChief Compliance OfficerUnder 5%2019
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Frequently asked questions

How much does Quattro Financial Advisors LLC manage?

Quattro Financial Advisors LLC reports $1.4 billion in regulatory assets under management on its Form ADV.

How many private funds does Quattro Financial Advisors LLC manage?

Quattro Financial Advisors LLC manages 2 private funds with combined gross assets of $893.1 million.

How many employees does Quattro Financial Advisors LLC have?

Quattro Financial Advisors LLC reports 3 employees.

Where is Quattro Financial Advisors LLC located?

Quattro Financial Advisors LLC is based in The Woodlands, TX and has been SEC-registered since 2016.

Does Quattro Financial Advisors LLC disclose fund performance?

Quattro Financial Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1725 Hughes Landing Blvd, Suite 845, The Woodlands, TX 77380
Phone281 323 4007
Fax646.620.7023
Office hours9a.m. - 5p.m.
SEC regionFort Worth Regional Office (FWRO)
CIK1705929
Discloses disciplinary historyNo

Assets under management

Discretionary$1.44B
Non-discretionary$0
Total (RAUM)$1.44B

Service providers

Auditor
Custodian