Quattro Financial Advisors LLC
Quattro Financial Advisors LLC is a registered investment adviser based in The Woodlands, Texas, founded in 2008. The firm manages investment portfolios and provides financial advisory services tailored to individuals, trusts, estates, and business entities. As of 2024, it managed over $1.3 billion in assets and employed a small team of professionals, with ownership primarily by Luigi DiIanni and Dave Mandler, which contributes to long-term stability and service continuity. Quattro serves both high-net-worth individuals and institutional clients such as pooled investment vehicles and corporations, offering a suite of traditional, alternative, and private investment solutions.
Investment Strategy
Quattro Financial Advisors LLC manages client assets through a range of investment strategies that include private funds, real estate, and third-party pooled vehicles. The firm structures portfolios for individuals, high-net-worth investors, and pooled funds, with a focus on asset allocation designed around clients’ goals, financial situations, and risk tolerances. The firm’s affiliated funds primarily invest in private equity, venture capital, and hedge fund opportunities. Quattro emphasizes customized, conflict-free advice, does not charge performance-based fees, and integrates both discretionary and non-discretionary management depending on client needs. For private funds, investments are typically open only to 'qualified purchasers,' and the firm acts as investment adviser to these funds, choosing underlying fund managers for specific allocations.
Top Holdings
Equity Positions (81)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 9.24% | $29.2M | 56,388 | $443.56 | $517.95 | +$6.1M |
X XLG | INVESCO EXCHANGE TRADED FD T | 8.58% | $27.1M | 471,702 | $42.67 | $57.52 | +$2.1M |
A AMZN | AMAZON COM INC | 6.98% | $22.1M | 100,440 | $201.16 | $219.57 | +$10.6M |
Q QQQ | INVESCO QQQ TR | 6.81% | $21.5M | 35,867 | $451.61 | $600.37 | +$1.5M |
I IBIT | ISHARES BITCOIN TRUST ETF | 4.65% | $14.7M | 226,400 | $43.72 | $65.00 | +$3.0M |