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Building 2ATIVO CAPITAL MANAGEMENT, LLC

Map pinCHICAGO, IL
Phone312-263-7600
NotebookSEC #801-65975
Total AUM
$862.7M
Employees
8
Clients
19

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
120 N LASALLE STREET
SUITE 1160
CHICAGO
IL 60602-2493
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
312-263-7600

ReceiptFinancials

Total AUM
$862.7M
Accounts
21
Discretionary
$862.7M
Accounts
21
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
6
AUM
$1.4M
Pooled Vehicle Clients
2
AUM
$60.7M
Pension/Profit Sharing Plan Clients
1
AUM
$112.1M
Government Entity Clients
9
AUM
$688.3M
Other Clients
1
AUM
$265.3K
Description of Other Clients
ATIVO'S OWN ACCOUNTS

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
MODEL PORTFOLIO DELIVERY
Compensation Types
Charges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
PERCENTAGE OF ASSETS ADVISED THAT ARE NOT REGULATORY AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ILTX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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