Ativo Capital Management LLC

  • Investment Bank/Securities Brokerage
  • Chicago IL
  • 16 employees
  • Investment Management
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Company Overview

Headquarters
120 N LaSalle Street Suite 1160, Chicago IL
Website
ativocapital.com
Phone
(312) 263-7600
Employees
16
Founded in
2001
Industry
Investment Bank/Securities Brokerage
NAICS Code
NAICS Code 99999 Companies
NAICS Code 523 Companies
NAICS Code 9999 Companies
NAICS Code 99 Companies
NAICS Code 999 Companies
NAICS Code 999999 Companies
NAICS Code 52 Companies
SIC Code
SIC Code 62 Companies
SIC Code 621 Companies
SIC Code 6211 Companies
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Financials & Stats

Revenue

$5B

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Who is Ativo Capital Management LLC

Ativo Capital Management LLC is an independent Registered Investment Advisor located in Chicago, Illinois. The firm employs 16 individuals and generates approximately $5.2 million in annual revenue. Ativo Capital Management specializes in portfolio management, offering services to a diverse clientele including individuals, pension plans, endowments, foundations, corporations, and pooled investment vehicles. Their investment approach centers on rigorously applying discounted cash flow return on investment methodologies ("DCFROI") to construct equity portfolios. Ativo's investment philosophy is rooted in decades of quantitative securities research, combined with sound financial theory and real-time market experiments. This approach aims to develop investment rules that transcend specific market conditions, ensuring consistent portfolio performance. Interested parties can learn more about Ativo Capital Management's services and investment strategies by visiting their website at ativocapital.com.

Company Leadership

Kiat Tang

Director of IT

Phone Email
Ricardo Bekin

Founder,CEO,CHIEF INVESTMENT OFFICE

Phone Email

Ativo Capital Management LLC Industry Tags

Separately Managed Accounts
Model Portfolios
Institutional Accounts
Quantatative Securities Analysis
Investment Bank/Securities Brokerage
Management Investment
Open-ended
Investment Management
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Ativo Capital Management LLC Tech Stack

JavaScript
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PHP
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5M 7 Irvine, CA 2009
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FAQ

What is the location of Ativo Capital Management LLC's headquarters?
The headquarters of Ativo Capital Management LLC are situated at 120 N LaSalle Street Suite 1160, Chicago IL
What is Ativo Capital Management LLC's phone number?
Ativo Capital Management LLC's contact number is (312) 263-7600.
What is Ativo Capital Management LLC's official website?
The official website of Ativo Capital Management LLC can be found at ativocapital.com.
What is Ativo Capital Management LLC's current revenue?
As of October 2019, Ativo Capital Management LLC's annual revenue reached $5B.
How many employees does Ativo Capital Management LLC currently have?
Ativo Capital Management LLC employs approximately 16+ people as of October 2019
Which industries is Ativo Capital Management LLC primarily operating in?
Ativo Capital Management LLC operates in the following industries: Investment Management
Who is the Director of IT of Ativo Capital Management LLC?
Ativo Capital Management LLC's Director of IT is Kiat Tang
What are Ativo Capital Management LLC's industry tags?
Ativo Capital Management LLC's industry tags include: Separately Managed Accounts, Model Portfolios, Institutional Accounts
When was Ativo Capital Management LLC founded?
Ativo Capital Management LLC was founded in 2001.

Employee Directory

Key Employees

Ricardo Bekin

Chief Executive Officer, Chief Investment Officer

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Kelly O\'Malley

Relationship Manager & institutional sales

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Michael Brooks

Director of Marketing & Investor Relations

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Maria Rosales

Operations Analyst

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