QUATTRO FINANCIAL ADVISORS LLC
Legal name: QUATTRO FINANCIAL ADVISORS
CRD #284852 SEC #801-108263 THE WOODLANDS, TX 281 323 4007
SEC Registered Private Funds
Total AUM
$1.4B
Discretionary
$1.4B
Employees
3
Clients
--
Accounts
281
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $1.4B | $1.4B | $0 | 3 | 0 |
| Mar 2025 | $1.4B | $1.4B | $0 | 3 | 0 |
| Sep 2024 | $1.3B | $1.3B | $0 | 4 | 0 |
| Mar 2024 | $1.3B | $1.3B | $0 | 4 | 0 |
| Oct 2023 | $1B | $988.8M | $51.7M | 4 | 0 |
| Sep 2023 | $1B | $988.8M | $51.7M | 4 | 0 |
| Apr 2023 | $1B | $988.8M | $51.7M | 4 | 0 |
| Mar 2023 | $1B | $988.8M | $51.7M | 4 | 0 |
| Mar 2022 | $1.1B | $1.1B | $0 | 4 | 0 |
| Jan 2022 | $694.7M | $694.7M | $0 | 3 | 0 |
| Dec 2021 | $694.7M | $694.7M | $0 | 3 | 0 |
| Nov 2021 | $694.7M | $694.7M | $0 | 3 | 0 |
| Sep 2021 | $694.7M | $694.7M | $0 | 3 | 0 |
| Apr 2021 | $694.7M | $694.7M | $0 | 3 | 0 |
| Mar 2021 | $694.7M | $694.7M | $0 | 3 | 0 |
| Nov 2020 | $621.4M | $621.4M | $0 | 2 | 0 |
| Jun 2020 | $621.4M | $621.4M | $0 | 2 | 0 |
| Mar 2020 | $621.4M | $621.4M | $0 | 2 | 0 |
| Sep 2019 | $585.7M | $585.7M | $0 | 2 | 0 |
| Mar 2019 | $585.7M | $585.7M | $0 | 2 | 0 |
| Mar 2018 | $589.7M | $589.7M | $0 | 2 | 0 |
| Oct 2017 | $783M | $783M | $0 | 2 | 31 |
| Jul 2017 | $372M | $372M | $0 | 2 | 11 |
| Mar 2017 | $372M | $372M | $0 | 2 | 11 |
| Dec 2016 | $355.6M | $355.6M | $0 | 2 | 11 |
| Aug 2016 | $0 | $0 | $0 | 0 | 0 |
DateSep 2025
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees3
Clients0
DateMar 2025
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees3
Clients0
DateSep 2024
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees4
Clients0
DateMar 2024
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees4
Clients0
DateOct 2023
Total AUM$1B
Discretionary$988.8M
Non-Disc.$51.7M
Employees4
Clients0
DateSep 2023
Total AUM$1B
Discretionary$988.8M
Non-Disc.$51.7M
Employees4
Clients0
DateApr 2023
Total AUM$1B
Discretionary$988.8M
Non-Disc.$51.7M
Employees4
Clients0
DateMar 2023
Total AUM$1B
Discretionary$988.8M
Non-Disc.$51.7M
Employees4
Clients0
DateMar 2022
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees4
Clients0
DateJan 2022
Total AUM$694.7M
Discretionary$694.7M
Non-Disc.$0
Employees3
Clients0
DateDec 2021
Total AUM$694.7M
Discretionary$694.7M
Non-Disc.$0
Employees3
Clients0
DateNov 2021
Total AUM$694.7M
Discretionary$694.7M
Non-Disc.$0
Employees3
Clients0
DateSep 2021
Total AUM$694.7M
Discretionary$694.7M
Non-Disc.$0
Employees3
Clients0
DateApr 2021
Total AUM$694.7M
Discretionary$694.7M
Non-Disc.$0
Employees3
Clients0
DateMar 2021
Total AUM$694.7M
Discretionary$694.7M
Non-Disc.$0
Employees3
Clients0
DateNov 2020
Total AUM$621.4M
Discretionary$621.4M
Non-Disc.$0
Employees2
Clients0
DateJun 2020
Total AUM$621.4M
Discretionary$621.4M
Non-Disc.$0
Employees2
Clients0
DateMar 2020
Total AUM$621.4M
Discretionary$621.4M
Non-Disc.$0
Employees2
Clients0
DateSep 2019
Total AUM$585.7M
Discretionary$585.7M
Non-Disc.$0
Employees2
Clients0
DateMar 2019
Total AUM$585.7M
Discretionary$585.7M
Non-Disc.$0
Employees2
Clients0
DateMar 2018
Total AUM$589.7M
Discretionary$589.7M
Non-Disc.$0
Employees2
Clients0
DateOct 2017
Total AUM$783M
Discretionary$783M
Non-Disc.$0
Employees2
Clients31
DateJul 2017
Total AUM$372M
Discretionary$372M
Non-Disc.$0
Employees2
Clients11
DateMar 2017
Total AUM$372M
Discretionary$372M
Non-Disc.$0
Employees2
Clients11
DateDec 2016
Total AUM$355.6M
Discretionary$355.6M
Non-Disc.$0
Employees2
Clients11
DateAug 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees0
Clients0