This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

institutional managerderivedprivate_client_share=0.0 fund_share=0.06 institutional_share=0.94 related_bd=false related_bank=true bd_reps=0.0

Regulatory AUM

$269MItem 5.F on the latest filing (2026-03-27); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$269M

Private client RAUM

$0derivedItem 5.D individuals plus high net worth individuals

Private client share

0%derivedprivate client RAUM over total RAUM

Advisors on IAPD

0

Employees

13

Advisory employees

7

Offices

0Schedule D 1.F, beyond the principal office

Accounts

5

Private funds

4Schedule D 7.B(1)

Custody, client assets

$17.2M

Relying advisers

1

SEC number

801-122092

CIK

1890241

CRD

314924

Filings on the tape

10

First filed

Jul 16, 2021

Latest filed

Mar 27, 2026

Organised

Limited Liability Company, DE

Website

ajovista.com

• Occurred

  Mar 26, 2025
  Regulatory AUM changed

  Ajovista reported RAUM $190.0M, down 86% from $1.4B (2024-03-21 to 2025-03-26)

  Form ADVobserved 5 days ago
  $-1.2B
• Occurred

  Mar 22, 2023
  Regulatory AUM changed

  Ajovista reported RAUM $1.5B, up 49% from $1.0B (2022-09-08 to 2023-03-22)

  Form ADVobserved 5 days ago
  $486M
• Occurred

  Jul 16, 2021
  First Form ADV filing

  Ajovista filed its initial SEC registration (Form ADV)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:57793562-812e-fec4-7ba3-d4e682c2cbba

First observed

Jul 16, 2021

Last observed

Mar 27, 2026 5 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.