Insights

Targeted Investment Focus Ativo Capital Management specializes in actively managed equity portfolios utilizing quantitative models and discounted cash flow methodologies, presenting an opportunity to offer advanced financial data tools or investment analytics solutions to enhance their research capabilities.

Growth and Expansion With revenue estimates between 10M and 25M and a small team of 2-10 employees, Ativo shows potential for scalable technology or service solutions that support growth, such as portfolio management platforms or client reporting tools tailored for boutique investment firms.

Strategic Portfolio Positions The company's recent investments in companies like TE Connectivity, Simon Property Group, and Miller Industries indicate an active investment strategy across diverse sectors, opening opportunities for alternative data providers or sector-specific analytics services to support their decision-making.

Industry Collaboration Operating within the competitive investment management landscape alongside firms like T. Rowe Price and Fidelity, Ativo may benefit from partnerships or solutions that improve operational efficiency, compliance, or client engagement to strengthen its market positioning.

Technology Stack Insights Using a modern tech stack including WordPress, PHP, and HTTP/3 indicates openness to digital solutions; there is a potential to introduce innovative cloud-based or cybersecurity services that enhance their online presence, data security, and operational resilience.

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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