AJOVISTA
Firm details
- Headquarters
- BOSTON, Massachusetts
- CRD number
- 314924
- Registered since
- August 13, 2021
- Website
- ajovista.com
- Custodians
- BROWN BROTHERS HARRIMAN INVESTMENTS, LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Charitable Organizations93.59%
- Pooled Investment Vehicles6.41%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Ajovista is an SEC-registered hedge fund adviser that runs portfolio management for pooled investment vehicles and serves institutional clients. The firm operates as a limited liability company and is structured to charge both a percentage-of-AUM fee and performance-based fees. Ajovista acts in roles beyond pure advisory — it serves as a commodity pool operator/commodity trading advisor (CPO/CTA) and has been listed as a sponsor, general partner or managing member of pooled investment vehicles. The firm is not positioned as an ESG investor. The manager’s stated allocation profile favors liquid equities, using exchange-traded securities as the primary building blocks of portfolios while operating a small number of private funds to house more concentrated or alternative strategies. Given the institutional client base and fee structure, the firm appears focused on active strategies implemented inside pooled vehicles where it can apply performance-fee incentives.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities98%
- Cash & Cash Equivalents2%
Owners & executives
2 of 2JESSE BARNES
CIO & CEOCRD 6024812
NIKOLAOS TAKMOPOULOS
CFO & COOCRD 3215420
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1Active vs passive
$486K in ETFs
100%
$486K
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES MSCI SAUDI ARABIA ETF (KSA) | BlackRock | Passive | Miscellaneous Region | $486K | 11,393 | 100.00% |
Location
BOSTON, MA
SUFFOLK
Location
BOSTON, MA
Headquartered in BOSTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- SUFFOLK
- Address
- 85 Newbury St
- Time zone
- ET (UTC-5)
- Office locations
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