Quattro Advisors L.L.C.
- Regulatory AUM
- $662M
- Discretionary
- $649M
- Clients
- 414
- Avg AUM / client
- $1.6M
- Accounts
- 2,075
- Employees
- 6
AUM over time
Annual snapshots from Form ADV filings · as of Mar 25, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 196 | $40.6M | 6.14% |
| High net worth individuals | 196 | $310M | 46.8% |
| Pooled investment vehicles (non-investment companies) | 5 | $203M | 30.7% |
| Pension and profit sharing plans | 7 | $11.7M | 1.76% |
| Charitable organizations | Fewer than 5 clients | $383K | 0.06% |
| Corporations and other businesses | 10 | $96.0M | 14.5% |
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $10.8M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Dima Relative Fund Llc | Other Private Fund | Delaware | $8.2M | 15 |
| Gen N 1, Llc | Private Equity Fund | Pennsylvania | $2.6M | 14 |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Luigi Gaspare Di Ianni | Founder/Advisor/Cco | Dec 2007 (19y) | 50% – 75% | |
| David Emery Mandler | Member | CFP Chartered Financial Consultant | Mar 2011 (15y) | 50% – 75% |
| William Jonathon Nelson | Registered representative | Feb 2013 (13y) | ||
| Jordon Michael Popp | Registered representative | May 2015 (11y) | ||
| Andrei Voicu | Registered representative | CFP | Nov 2016 (10y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (2, $10.8M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Dima Relative Fund Llc | Other Private Fund | $8.2M | $300K | 15 |
| Gen N 1, Llc | Private Equity Fund | $2.6M | $100K | 14 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/25/2026 | 2.14 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
Allegations: FAILURE TO PAY A FILING FEE RESULTING IN UNREGISTERED ADVISOR Status: Final Sanction Detail: THE SANCTION RESULTED IN A $10,000 ADMINISTRATIVE ASSESSMENT LEVIED AGAINST QUATTRO ADVISORS. QUATTRO PAID $1000 IN OCTOBER 2013 AND ARE SCHEDULED TO PAY 6 INSTALLMENTS ENDING IN MARCH 2014. Summary: QUATTRO AGREED TO PAY THE $10,000 ADMINISTRATIVE ASSESSMENT.
Disclosure text reproduced verbatim from the firm's own Form ADV filings.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Fidelity Investments $401M (61% of AUM) Mar 2026
- National Financial Services (Fidelity) $330M (64% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 25, 2026.
View current Form ADV (SEC/IAPD) ↗