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Ativo Capital Management, LLC

Headquartered in CHICAGO, IL

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Firm Information

Ativo Capital Management, LLC is a Chicago, IL-based investment advisor with approximately $999,526,084 in regulatory assets under management. They provide portfolio management for businesses, individuals, and pooled investment vehicles. They also offer model portfolio delivery and have their own account under management. They have 5 investment adviser representatives and their clientele includes high-net-worth individuals, pooled investment vehicles, pension and profit-sharing plans, state or municipal government entities, and other clients. They participate in wrap fee programs.

Ativo Capital Management, LLC

120 N LASALLE STREET

CHICAGO, IL 60602-2493

$999.53M

Assets Under Management

5

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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model portfolio delivery

Model portfolio delivery

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

Percentage of assets advised that are not regulatory aum

Branch Locations (1)

ATIVO CAPITAL MANAGEMENT, LLC has a total of 1 branch locations across the country.
location

CHICAGO, IL

Advisors at Ativo Capital Management, LLC

View All 4 Advisors
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Michael Stanley Brooks

RA

CHICAGO, IL

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Ram gopal Gandikota

RA

CHICAGO, IL

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Ricardo Bekin

RA

CHICAGO, IL

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Adan Galvan

CFA®, RA

CHICAGO, IL

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Shiqing Huang

RA

CHICAGO, IL

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Disclosures

There are no public disclosures for Ativo Capital Management, LLC.

Frequently Asked Questions (9)

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