Ativo Capital Management, LLC
Assets Under Management
$999.9M
Number of Clients
17
Number of Advisors
5
Average Client AUM
$58.8M
AUM per Advisor
$200.0M
Compensation
Fee-Only (AUM)
About This Firm
Ativo Capital Management offers portfolio management for separately managed accounts, model portfolio management for UMA platforms, and manages a private fund and a collective investment trust. Their investment approach combines quantitative methodologies with a fundamental overlay, incorporating ESG factors.
Fee Structure
Ativo's fees for separately managed accounts are based on a percentage of assets under management and vary depending on the strategy and mandate size. Fees are negotiable on a client-by-client basis. Discounted fees are offered to certain employees and associated persons. Fees are generally billed quarterly in arrears. Account minimum is $100,000, but Ativo may accept clients below these minimums at its discretion. Only Ativo’s Concentrated Strategies are available for initial investment amounts under $5,000,000.
Areas of Practice
Location
120 N Lasalle Street, Suite 1160, Chicago, IL, 60602-2493