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Ricardo Bekin

Ativo Capital Management, LLC

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About Ricardo Bekin

Ricardo Bekin is an investment advisor representative at Ativo Capital Management, LLC. Ricardo has been with Ativo Capital Management, LLC since August 2002. Ricardo is registered with the state of Illinois. Ricardo holds Series 65 and 66 licenses.

Firm Information

Ricardo Bekin is currently registered with Ativo Capital Management, LLC. 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

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Ricardo Bekin’s Registration & Firm History

IL

03/07/2003 - Present

Ativo Capital Management, LLC (CHICAGO IL)

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Licenses & Designations

IA

Issued 10/23/2002

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 03/21/2001

Series 66 - Uniform Combined State Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ricardo Bekin.
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