← Tributary

ATIVO CAPITAL MANAGEMENT, LLC

CHICAGO, IL · CRD 125303 · IAPD ↗ · 312-263-7600

$862.7MRegulatory AUM
4Advisory reps
8Employees
6Clients
n/aPlanning clients
1Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
April 2024 — ATIVO CAPITAL MANAGEMENT, LLC shrank from 7 to 5 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.