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AJOVISTA

AJOVISTA, LLC

CRD 314924 · SEC 801-122092

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85 NEWBURY STREET, FOURTH FLOOR, BOSTON, MA, 02116, United States

Phone

(413) 419-0828

Fax

(617) 507-8250

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$269.0M

Discretionary AUM

$269.0M

Team

13 total employees; 7 advisory reps

Clients

0

Fees

Percentage of AUM; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-03-27

Disciplinary history

No

Services

Portfolio management (pooled vehicles)

Client types

TypeClientsAUM
Pooled investment vehicles3$17.2M
Charitable organizations1$251.8M

States served

MA

All web addresses on file

Official SEC filing: View on IAPD