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Quattro Advisors L.L.C.

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Client assets under management

$350,517,398

Clients

392

50% high-net worth

Advisors

5

of 6 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

78

High

Average account size

$894,177

About

Quattro Advisors is an SEC‑registered investment adviser that provides discretionary and non‑discretionary investment management, financial planning and family office services primarily to high‑net‑worth individuals, corporate executives, trusts, small businesses and pooled investment clients. The firm manages separately managed accounts and allocates client assets across public securities, mutual funds, ETFs and private investment vehicles.

Quattro tailors portfolios to each client’s objectives, risk tolerance and liquidity needs, using a mix of equities, fixed income, real estate and private investments and rebalancing when allocations deviate from target. The firm uses third‑party software to aggregate client holdings and compare investment performance, and it conducts ongoing due diligence on sub‑advisors, mutual funds and private partnerships.

Distinctive for a team‑sized RIA, Quattro sponsors and advises proprietary privately offered pooled funds—including vehicles that invest in underlying private equity, venture capital and hedge funds—and is affiliated with several general partners that manage those funds; it is also registered as a commodity pool operator. The firm discloses deemed custody of fund assets under the Advisers Act and prepares audited financial statements for its funds to satisfy custody rules, and while Quattro does not itself charge performance‑based fees, certain private vehicles it sponsors or recommends may impose performance fees and involve capital‑call, liquidity and valuation risks.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Private / alternative investments Real estate investing Wealth management

Occupation focus

Executive Founder/Business Owner

Fee options

Fixed

Certain clients may have flat annual fee arrangements depending on amount invested

Percentage

0.20% to 1.5% per annum (tiered fee schedule, exact tiers not specified)

Project-based

Standard hourly billing rates for Financial Advisory Services, fees subject to negotiation

Main office location

Quattro Advisors L.L.C.

3495 Butler Street, Suite 100

Pittsburgh PA 15201, United States

Number of offices

1

Most active in

California · Florida · Massachusetts · New Jersey · New York · North Carolina · Ohio · Pennsylvania · Tennessee · Texas · Virginia · Washington · West Virginia

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Jordon P

Series 65

Pittsburgh, PA

Quattro Advisors L.L.C.

Jordon Popp is a financial advisor at Quattro Advisors L.L.C. in Pittsburgh, PA, holding a Series 65 designation with 10 years of industry experience. He has been with Quattro Advisors since 2013. Quattro Advisors provides investment advisory, financial planning, and family-office style services primarily to high-net-worth individuals, trusts, estates, business entities, retirement plans, and private funds. The firm offers tailored advice and active portfolio oversight, investing across public and private markets and acting as a sponsor and adviser to proprietary private funds.

Private / alternative investments Real estate investing Wealth management Executive Founder/Business Owner
user avatar

David M

CFP®, ChFC®, Series 63, Series 66

Pittsburgh, PA

Quattro Advisors L.L.C.

David Mandler is a CFP® and ChFC® with 16 years of industry experience. He has worked at Quattro Advisors L.L.C. since 2011 and previously spent time with Massmutual Life Insurance Company. Based in Pittsburgh, PA, he holds Series 63 and Series 66 licenses. Quattro Advisors provides investment advisory, financial planning, and family-office style services primarily to high-net-worth individuals, trusts, estates, business entities, and private funds. The firm offers tailored advice and active portfolio management across public and private markets, and it is notable for sponsoring proprietary private funds and operating as a registered commodity pool operator.

Private / alternative investments Real estate investing Wealth management Executive Founder/Business Owner
user avatar

Luigi D

Series 66

Pittsburgh, PA

Quattro Advisors L.L.C.

Luigi Di Ianni is a financial advisor at Quattro Advisors L.L.C. in Pittsburgh, PA, holding a Series 66 designation with 17 years of industry experience. He has worked at Quattro Advisors since 2008 and previously operated the Law Office of Luigi Di Ianni from 1998 to 2020. Quattro Advisors provides investment advisory, financial planning, and family-office style services primarily to high-net-worth individuals, trusts, estates, business entities, retirement plans, and private funds. The firm offers tailored advice with active portfolio oversight and invests across public and private markets, including proprietary private funds and commodity pool operations.

Private / alternative investments Real estate investing Wealth management Executive Founder/Business Owner
user avatar

William N

Series 66

Pittsburgh, PA

Quattro Advisors L.L.C.

William Nelson is a financial advisor at Quattro Advisors L.L.C. in Pittsburgh, PA, holding a Series 66 designation with 13 years of industry experience. He has been with Quattro Advisors since 2011. Outside of his advisory role, he owns Innova Management, LLC, a business involved in house renovations and property management. Quattro Advisors provides investment advisory, financial planning, and family-office style services primarily to high-net-worth individuals, trusts, estates, business entities, retirement plans, and private funds. The firm offers tailored advice and active portfolio management across public and private markets, and is notable for sponsoring and advising proprietary private funds as well as its registration as a commodity pool operator.

Private / alternative investments Real estate investing Wealth management Executive Founder/Business Owner
user avatar

Andrei V

CFP®, Series 63, Series 65

Pittsburgh, PA

Quattro Advisors L.L.C.

Andrei Voicu is a CFP® professional with 22 years of experience in the financial industry. He has been with Quattro Advisors L.L.C. since 2016, where he is part of a five-advisor team based in Pittsburgh, PA. Quattro Advisors offers investment advisory, financial planning, and family-office style services to high-net-worth individuals, trusts, estates, business entities, retirement plans, and private funds. The firm provides tailored advice combining financial planning with active portfolio oversight and manages investments across public and private markets, including proprietary private funds and commodity pools.

Private / alternative investments Real estate investing Wealth management Executive Founder/Business Owner
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