DFX Intelligence
Ativo Capital Management LLC
unclassified
unclassified
Advisory clients on the tape
1
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
n/a
Item 5.D
ADV institutional RAUM
Not disclosed
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
Not disclosed
Item 5.F
Advisory clients
1 allocator
- Houston Hospitals, Inc. Retirement Plan Investment adviser (plan)through Feb 28, 2023 Form 5500
Schedule C rows
2 rows, $25,414 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Houston Hospitals, Inc. Retirement Plan | 2023 | 27 49 50 51 68 | NONE | $8,691 |
| Houston Hospitals, Inc. Retirement Plan | 2022 | 27 49 50 51 68 | NONE | $16,723 |
What changed
- Ativo Capital Management LLC no longer appears on Houston Hospitals, Inc. Retirement Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Ativo Capital Management LLCaskebsa.dol.gov