AJOVISTA

Legal name: AJOVISTA, LLC

CRD 314924File 801-122092

APPROVED

Custody

Filing as of Mar 27, 2026

Feed vintage Aug 17, 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
Aug 12, 2026	Registration	—	APPROVED

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.