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QUATTRO FINANCIAL ADVISORS LLC, CRD 284852
MONTGOMERY, TX
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| YVES OLIVIER COCHEZ | n/a | MONTGOMERY, TX | 9 | 17 | n/a | no |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| VRX I INVESTMENT FUND SPC | Other Private Fund | $697M | Sep 26, 2024 | 22 | Oct 30, 2017 | reported | n/a |
| QTO FUND SPC | Other Private Fund | $1.2M | Sep 26, 2024 | 1 | Dec 14, 2021 | reported | n/a |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| COCHEZ, YVES, OLIVIER | CHIEF INVESTMENT OFFICER | B | yes | 02/2017 | Mar 30, 2017 | Sep 26, 2024 |
| LLAMAS, JOSE LUIS | MANAGING MEMBER | E | yes | 06/2016 | Aug 9, 2016 | Sep 26, 2024 |
| Ernesto, Jose | ASSIGNEE OF A MEMBERSHIP INTEREST | B | no | 10/2023 | Oct 25, 2023 | Sep 26, 2024 |
| Torroja, Laura | CHIEF COMPLIANCE OFFICER | Na | no | 08/2019 | Sep 23, 2019 | Sep 26, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| QUATTROWM ASESOR EN INVERSIONES, S.A. DE C.V. | n/a | n/a | n/a | N | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Cdmx | n/a | Mexico | 3 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 20, 2026 | $1.7B | $1.7B | 3 | 1 | 1 | 2 | n/a |
| 2024 | Mar 19, 2025 | $1.4B | $1.4B | 3 | 1 | 1 | 2 | n/a |
| 2023 | Mar 26, 2024 | $1.3B | $1.3B | 4 | 1 | 1 | 2 | $699M |
| 2022 | Mar 23, 2023 | $1.0B | $989M | 4 | 2 | 1 | 2 | $449M |
| 2021 | Mar 11, 2022 | $1.1B | $1.1B | 4 | 2 | 0 | 2 | $422M |
| 2020 | Mar 29, 2021 | $695M | $695M | 3 | 2 | 0 | 1 | $275M |
| 2019 | Mar 20, 2020 | $621M | $621M | 2 | 2 | 0 | 1 | $218M |
| 2018 | Mar 30, 2019 | $586M | $586M | 2 | 2 | 0 | 1 | $309M |
| 2017 | Mar 29, 2018 | $590M | $590M | 2 | 2 | 1 | 1 | $241M |
| 2016 | Mar 30, 2017 | $372M | $372M | 2 | 2 | n/a | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 0 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $1.7B | $1.4B | 14.6% | $1.0B | 16.7% | 3 | 3 | 1 | 1 |