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ATIVO CAPITAL MANAGEMENT

Business and Investment Profile

The ATIVO CAPITAL MANAGEMENT is a privately held investment adviser that advises $862.46mn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. ATIVO CAPITAL MANAGEMENT is a SMA An SMA manager is a manager whose >=75% of total assets under management are in separately managed accounts, which are discretionary client-specific accounts rather than pooled vehicles. Manager. Assets decreased by 33.47% over the last 5-years.

Regulatory Profile

The Group has been registered with the SEC for 20.51 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 120 N LASALLE STREET SUITE 1160, CHICAGO, ILLINOIS. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.

Employee Profile

They have 8 employees comprised of 4 investment and 4 non-investment staff. The total number of Employees decreased by 46.67% over the last 5-years.

Asset Profile

Their $862.46mn in assets advised are owned by 2 private funds, 0 public funds and BDCs and 9 other accounts. Assets of Government Entities and Pension Plans clients own $688.27mn or 79.8% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $60.73mn or 7.04% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include Long/Short Equity, representing 100% of total assets, respectively.

Client Profile

They advise 3 types of clients, top clients are Government Entities and Pension Plans and Pooled Investment Vehicles (Not IC or BDC).

Service Provider Profile

The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.

Fee Profile

The Group discloses advisory fees, management fees and performance-based fees.

Sub-Advisers

ATIVO CAPITAL MANAGEMENT names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.

Full profile: ATIVO CAPITAL MANAGEMENT

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Keywords: Ativo Capital Management, Ativo
Generated 2026-09-12T06:49:42.973367.  © 2026 Convergence.