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Quattro Financial Advisors LLC

● SEC registered since 2016CRD 284852SEC# 801-108263The Woodlands, TX
Export (members)
Ranks #2,407 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$1.66B
Fund GAV
$1.05B
Private funds
2
Employees
3
Accounts
296
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 $1.7 billion in regulatory assets under management and employs 3 people. Quattro Financial Advisors LLC manages 2 private funds with combined gross assets of $1 billion, including Vrx I Investment Fund SPC. By regulatory assets, it ranks 2,407 of 6,004 private fund managers.

Quattro Financial Advisors LLC private funds

2 funds · $1.05B GAV
FundTypeGross assetsMin.
Vrx I Investment Fund SPCOther Private$1.05B$100K
Qto Fund SPCOther Private$1M$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 $1.7 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 $1 billion.

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

Regulatory AUM

$1.66B▲ 15%
Mar '25 — $1.44BApr '25 — $1.44BMay '25 — $1.44BJun '25 — $1.44BJul '25 — $1.44BAug '25 — $1.44BSep '25 — $1.44BOct '25 — $1.44BNov '25 — $1.44BDec '25 — $1.44BJan '26 — $1.44BFeb '26 — $1.44BMar '26 — $1.66BApr '26 — $1.66BMay '26 — $1.66BJun '26 — $1.66B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 25%
Larger than 75% of 16,271 advisers
AUM vs fund managersTop 40%
Larger than 60% of 6,004 private-fund managers
Number of fundsTop 63%
More funds than 37% of fund managers
EmployeesTop 77%
More than 23% of 16,825 advisers

Assets under management

$1.66Bregulatory AUM
Discretionary $1.66B

Service providers