AJOVISTA

Legal name: AJOVISTA, LLC

CRD 314924File 801-122092

APPROVED

Custody

Filing as of Mar 27, 2026

Feed vintage Oct 1, 2026

Regulatory AUM

$269.0M

Below cohort median (national)

Discretionary AUM

$269.0M

Clients

5 accounts

Employees

Bottom 25% of cohort in MA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: BRO
Registration date: Aug 13, 2021
Principal office: 85 NEWBURY STREET, FOURTH FLOOR, BOSTON, MA, 02116
Phone: (413) 419-0828
Website: http://AJOVista.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $269.0M
Discretionary AUM: $269.0M
Non-discretionary AUM: $0
Discretionary accounts: 5
Non-discretionary accounts: 0
Total accounts: 5
AUM per client: $67.3M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	Fewer than 5	$251.8M
Pooled investment vehicles	3	$17.2M

Compensation & activities

ADV Items 5E, 5G

Compensation

Performance-based fees
A percentage of assets under your management

Advisory activities

Portfolio management for pooled investment vehicles

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: Yes
Firm Custody Clients: Yes
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To	Change
Apr 1, 2026	Employees	12	13	increased by1
Apr 1, 2026	Clients	5	4	decreased by1
Apr 1, 2026	AUM	$190,042,296	$269,023,336	increased by$78,981,040
May 1, 2025 vs Oct 1, 2022	Employees	17	12	decreased by5
May 1, 2025 vs Oct 1, 2022	Clients	8	5	decreased by3
May 1, 2025 vs Oct 1, 2022	AUM	$1,001,716,388	$190,042,296	decreased by$811,674,092
May 1, 2025 vs Oct 1, 2022	Accounts	8	5	decreased by3
Apr 1, 2022	Employees	14	17	increased by3
Apr 1, 2022	Custody	No	Yes
Apr 1, 2022	Clients	5	8	increased by3
Apr 1, 2022	AUM	$928,012,529	$1,001,716,388	increased by$73,703,859
Apr 1, 2022	Accounts	5	8	increased by3
Jan 1, 2022	Registration	APPROVED-120	APPROVED
Jan 1, 2022	Employees	15	14	decreased by1
Jan 1, 2022	AUM	$0	$928,012,529	increased by$928,012,529

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “AJOVISTA” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“AJOVISTA” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.