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ATIVO CAPITAL MANAGEMENT, LLC
CRD 125303File 801-65975
APPROVED
Retail clients
Custody
Filing as of Mar 18, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$862.7M
Above cohort median (national)
Discretionary AUM
$862.7M
Clients
17
21 accounts
Employees
8
Above cohort median in IL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jan 31, 2006
- Principal office
- 120 N LASALLE STREET, SUITE 1160, CHICAGO, IL, 60602-2493
- Phone
- 312-263-7600
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $862.7M
- Discretionary AUM
- $862.7M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 21
- Non-discretionary accounts
- 0
- Total accounts
- 21
- AUM per client
- $50.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 6 | $1.4M |
| Pooled investment vehicles | 2 | $60.7M |
| Pension and profit sharing plans | Fewer than 5 | $112.1M |
| State or municipal government entities | 9 | $688.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — PERCENTAGE OF ASSETS ADVISED THAT ARE NOT REGULATORY AUM
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.