Ativo Capital Management, LLC
Firm details
- Headquarters
- Chicago, Illinois
- CRD number
- 125303
- Registered since
- January 31, 2006
- Website
- ativocapital.com
- Custodians
- THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, STATE STREET BANK AND TRUST COMPANY
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- State / Municipal Government79.78%
- Pension & Profit Sharing Plans12.99%
- Pooled Investment Vehicles7.04%
- HNWI0.16%
- Other0.03%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Ativo Capital Management, LLC is a hedge-fund–classified investment adviser organized as an LLC. The firm is SEC-registered (initial registration recorded in 2006) and serves both individual/family clients and institutional investors. Its advisory work spans discretionary portfolio management for individuals and small businesses, management of pooled investment vehicles, and portfolio management for business or institutional accounts. Fee arrangements include asset-based charges and performance-linked components, and the firm identifies itself as an active ESG investor. Ativo also acts as sponsor, general partner and managing member for pooled vehicles it operates.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities88%
- Non-Exchange Traded Equities10%
- Private Funds1%
- Cash & Cash Equivalents1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1Active vs passive
$4.4M in ETFs
100%
$4.4M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FRANKLIN FTSE INDIA ETF (FLIN) | Passive | India Equity | $4.4M | 130,120 | 100.00% |
Location
Chicago, IL
Cook
Location
Chicago, IL
Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Cook
- Address
- 120 N La Salle St
- Time zone
- CT (UTC-6)
- Office locations
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