Insights

Stable Investment Approach Ativo Capital Management employs a rigorous, data-driven investment strategy based on discounted cash flow methodologies, appealing to high-net-worth individuals and institutional clients seeking consistent and reliable portfolio growth.

Quantitative Expertise With nearly four decades of securities research, Ativo leverages advanced quantitative models, providing an opportunity to offer sophisticated financial tools and analytics tailored for clients prioritizing research-driven investment solutions.

Growth Potential The company's revenue range of 10 to 25 million dollars indicates room for expansion within the niche of independent investment advisories, especially by targeting additional institutional and private clients emphasizing disciplined investment philosophies.

Technological Foundation Utilizing a modern tech stack including WordPress, PHP, and HTTP/3, Ativo demonstrates a strategic investment in technology, creating avenues for partnerships in financial tech solutions or digital client engagement platforms.

Asset Management Focus Having made recent investments in assets like Miller Industries and targeting diverse client segments such as pension plans and foundations, Ativo presents prospects to develop tailored asset management services and expand its portfolio offerings.

Ativo Capital Management LLC Tech Stack

Ativo Capital Management LLC uses 8 technology products and services including WordPress, oEmbed, Microsoft 365, and more. Explore Ativo Capital Management LLC's tech stack below.

  • WordPress
    Content Management System
  • oEmbed
    Dev Tools
  • Microsoft 365
    Email
  • PHP
    Programming Languages
  • All in One SEO
    Search Engines
  • HSTS
    Security
  • Animate.css
    UI Frameworks
  • HTTP/3
    Web & Portal Technology

Ativo Capital Management LLC's Email Address Formats

Ativo Capital Management LLC uses at least 1 format(s):
Ativo Capital Management LLC Email FormatsExamplePercentage
FLast@ativocapital.comJDoe@ativocapital.com
63%
Last@ativocapital.comDoe@ativocapital.com
20%
FirstL@ativocapital.comJohnD@ativocapital.com
13%
First@ativocapital.comJohn@ativocapital.com
4%

Frequently Asked Questions

Where is Ativo Capital Management LLC's headquarters located?

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Ativo Capital Management LLC's main headquarters is located at 120 N. LaSalle Street, Suite 1160 Chicago, IL 60602, US. The company has employees across 1 continents, including North America.

What is Ativo Capital Management LLC's phone number?

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You can contact Ativo Capital Management LLC's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Ativo Capital Management LLC's official website and social media links?

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Ativo Capital Management LLC's official website is ativocapital.com and has social profiles on LinkedIn.

What is Ativo Capital Management LLC's SIC code NAICS code?

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Ativo Capital Management LLC's SIC code is 8742 - Management Consulting Services NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Ativo Capital Management LLC have currently?

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As of December 2025, Ativo Capital Management LLC has approximately 10 employees across 1 continents, including North America. Key team members include Network Technician: A. S.Ativo Capital Management: B. B.Marketing And Client Service Analyst: M. S.. Explore Ativo Capital Management LLC's employee directory with LeadIQ.

What industry does Ativo Capital Management LLC belong to?

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Ativo Capital Management LLC operates in the Investment Management industry.

What technology does Ativo Capital Management LLC use?

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Ativo Capital Management LLC's tech stack includes WordPressoEmbedMicrosoft 365PHPAll in One SEOHSTSAnimate.cssHTTP/3.

What is Ativo Capital Management LLC's email format?

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Ativo Capital Management LLC's email format typically follows the pattern of FLast@ativocapital.com. Find more Ativo Capital Management LLC email formats with LeadIQ.

When was Ativo Capital Management LLC founded?

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Ativo Capital Management LLC was founded in 2001.

Ativo Capital Management LLC

Investment ManagementUnited States2-10 Employees

Choose Wisely™ - that's Ativo's approach. Ativo Capital Management is an independent Registered Investment Advisor that seeks to wisely choose each portfolio security to deliver portfolio growth. Our approach is based on rigorously applying discounted cash flow return on investment methodologies ("DCFROI") to the management of equity portfolios.

Ativo is a Portuguese word that means both "active" and "assets" - together they illustrate our approach to the management of equity portfolios. Ativo develops portfolios based on a history of quantitative securities research covering nearly four decades that is the basis for a stable and consistent investment philosophy. We start with sound financial theory. We apply this theory to real-time experiments in actual markets to develop investment rules that transcend specific market conditions. Consistently applied, these rules pick the stocks for our portfolios.

We combine cutting-edge financial theory and clear objectives that are integrated into quantitative models that drive portfolio composition. The results are impressive and are consistent over time.

Ativo offers portfolio management services to individuals, pension plans, endowments, foundations, corporations and pooled investment vehicles.

Section iconCompany Overview

Headquarters
120 N. LaSalle Street, Suite 1160 Chicago, IL 60602, US
Phone number
SIC Code
8742 - Management Consulting Services
NAICS Code
5239 - Other Financial Investment Activities
Founded
2001
Employees
2-10

Section iconFunding & Financials

  • $10M$25M

    Ativo Capital Management LLC's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Ativo Capital Management LLC's revenue is estimated to be in the range of $10M$25M

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