The AJOVISTA is a privately held investment adviser that advises $269.02mn in regulatory assets under management held in 1 SEC fund types across 2 investment strategies. AJOVISTA is a SMA An SMA manager is a manager whose >=75% of total assets under management are in separately managed accounts, which are discretionary client-specific accounts rather than pooled vehicles. Manager. Assets decreased by 73.14% over the last 4-years.
The Group has been registered with the SEC for 4.97 years and is comprised of 1 filing and 1 relying advisers. They operate out of 1 office location with their Headquarters at 85 NEWBURY STREET FOURTH FLOOR, BOSTON, MASSACHUSETTS. The Group has not been subject to regulatory enforcement actions. They are regulated by 4 US and Non-US bodies.
They have 13 employees comprised of 7 investment and 6 non-investment staff. The total number of Employees decreased by 23.53% over the last 4-years.
Their $269.02mn in assets advised are owned by 6 private funds, 0 public funds and BDCs and 1 other account. Assets of Charitable Organizations clients own $251.77mn or 93.59% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $17.25mn or 6.41% of Total Assets.
The Group's top investment strategies include Emerging Markets and Long/Short Equity, representing 62.81% and 37.19% of total assets, respectively.
They advise 2 types of clients, top clients are Charitable Organizations and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 1 Fund Administrators, 2 Fund Auditors, 2 Prime Brokers, 3 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees and performance-based fees.
AJOVISTA names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.