Assets Under Management
$999.9M
Number of Clients
17
Number of Advisors
5
Average Client AUM
$58.8M
AUM per Advisor
$200.0M
Compensation
Fee-Only (AUM)
Ativo Capital Management provides portfolio management services through separately managed accounts and model portfolios. They offer various long-only equity strategies, focusing on undervalued companies. They also manage a private fund and advise a collective investment trust.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $50.0M | 0.50% |
| $50.0M - $100.0M | 0.45% |
| $100.0M - $200.0M | 0.40% |
| $200M+ | 0.35% |
Fee schedule example for International Developed and Global Institutional strategies. Other strategies have different fee schedules. Fees are negotiable.
120 N Lasalle Street, Suite 1160, Chicago, IL, 60602-2493