Ajovista

Fee-Only (% of Portfolio)

AJOVISTA, LLC manages investments for private investment funds and separately managed accounts, primarily for institutional, charitable, and state or local government clients. AJOVISTA uses a systematic, factor-based investment approach targeting publicly-traded equities. The firm may use leverage and invest in other types of securities. AJOVISTA does not participate in wrap fee programs.

Assets Under Management$190M
Clients5
AdvisorsN/A
Avg. per Client$38M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

AJOVISTA manages investments for private funds and institutional accounts. The fees are based on the value of each investor’s capital account and are paid quarterly in advance. The specific fees and compensation are detailed in the offering documents or investment management agreement for each client. AJOVISTA may also receive performance-based compensation.

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