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ATIVO CAPITAL MANAGEMENT, LLC
CRD 125303 · SEC 801-65975
120 N LASALLE STREET, SUITE 1160, CHICAGO, IL, 60602-2493, United States
Phone
312-263-7600
Fax
312-263-0007
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$862.7M
Discretionary AUM
$862.7M
Team
8 total employees; 4 advisory reps; 6 broker-dealer reps
Clients
—
Fees
Percentage of AUM; Performance-based fees; PERCENTAGE OF ASSETS ADVISED THAT ARE NOT REGULATORY AUM
Org form
Limited Liability Company
Filing date
2026-03-18
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)MODEL PORTFOLIO DELIVERY
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 6 | $1.4M |
| Pooled investment vehicles | 2 | $60.7M |
| State/municipal entities | 9 | $688.3M |
States served
IL, TX
All web addresses on file
Official SEC filing: View on IAPD