Ajovista LLC

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Ajovista LLC
CRD #314924
SEC #801-122092
CIK #0001890241
AUM 269.0 M (2026-03-27)
Employees 13 (54% Investors, 0% Brokers)
Fees
Minimum
Phone413-419-0828
Address85 Newbury Street
Boston, MA 02116
Source [IAPD] [EDGAR] [Website]
Total AUM ($M)
1500120090060030002010201520212027
Fees and Compensation — Form ADV Part 2A (3/27/2026) [Brochure]
Item 5: Fees and Compensation

The fees and compensation applicable to each of the Clients are set forth in detail in the
corresponding Offering Documents for the Funds, or for any SMAs an Investment
Management Agreement. A brief summary of such anticipated fees is provided below.

It is important that Clients refer to the respective Offering Documents and other governing
documents (including, any Investment Management Agreement) for a complete
understanding of fees and other forms of compensation. The information contained herein is
a summary only and is qualified in its entirety by such materials.

Management Fee

The Clients will pay the Investment Manager an investment management fee (“Management
Fee”) based upon the value of each investor’s capital account as of the first day of each
calendar quarter or on the date of a contribution if other than the beginning of a quarter.

The Management Fee will be paid quarterly in advance, prorated for subscriptions into or
withdrawals and/or redemptions from the Clients as applicable.

The Investment Manager, in its sole discretion, may waive or modify the Management Fee for
Investors that are members, principals, employees or affiliates of the Investment Manager or
the General Partner, relatives of such persons, and for certain large or strategic investors.

Performance-Based Compensation

The Investment Manager may enter into separate arrangements with certain investors in
which it receives compensation based in part on the performance of the Clients’ investments.
Under these arrangements, the Investment Manager may receive performance fees with
regard to unrealized appreciation as well as realized gains. To the extent that the Investment
Manager’s performance fee is based on the unrealized appreciation of securities for which
market quotations are not readily available, such securities are valued at fair value as
reasonably determined by the Investment Manager.

Other Types of Fees and Expenses

AJOVISTA is authorized to incur and pay in the name and on behalf of the Clients all expenses
which they deem necessary or advisable.

The Firm is responsible for and shall pay, or cause to be paid, all of their own ordinary
administrative and overhead expenses, including, without limitation, all costs and expenses
related to rent, furniture, fixtures, equipment, office supplies, clerical expenses and all
salaries, bonuses and benefits paid to, or on behalf of, personnel of the Firm.

The Funds investors pay the expenses of the organization of the Funds and all offerings of
Participating Shares in the Funds. The Investment Manager renders its services to the Clients
at its own expense, including the salaries of employees necessary to render such services and
all general overhead expenses attributable to the Investment Manager’s operations.
Operating expenses of the Clients are borne by the Clients, including the fee paid to the
Investment Manager and to the Administrator, fees and expenses paid to any member of the
Clients's board of directors, legal, auditing, accounting, and consulting fees, and investment-
related expenses such as brokerage commissions, margin interest, custodial fees, and bank
fees. All expenses payable by the Clients will be paid by the Clients directly from the Clients’s
assets. The Investment Manager, in its sole discretion, may reimburse the Clients for any
expenses or a portion thereof, or pay directly certain expenses that may be Clients expenses.
Organizational and initial offering expenses were paid at or about the time of the initial

offering of Participating Shares of the Clients and were amortized over 12 months. Amortized
expenses may result in a qualified audit opinion from the Clients’s auditor as amortization is
a departure from United States generally accepted accounting principles.

Side Letters

AJOVista may from time to time enter into agreements with certain investors that may provide
for terms of investment that are more favorable than the terms described in the relevant
offering documents. Such terms may include the waiver, reduction or rebate of management
fees, expenses and/or performance-based allocations, the provision of additional information
or reports or more favorable transfer rights or liquidity terms.

No such agreement will necessarily entitle any other Investor to the same terms of
investment. No supervised person of AJOVista accepts compensation for the sale of securities
or other investment products, including interests in or shares of the Funds.
Account Minimums and Types of Clients — Form ADV Part 2A (3/27/2026) [Brochure]
Item 7: Types of Clients

Currently, our Clients are the Funds and the SMAs. We may in the future provide investment
advice to additional SMAs or Funds.
Sector Form 13F Holdings Value ($M)
KE Holdings Inc 2.1
360 Finance Inc 1.6
Harmony Gold Mining Co Ltd 1.5
JDcom Inc 1.2
Alibaba Group Holding Ltd 0.9
VALE Sa 0.4
Northeast Community Bancorp Inc/Md/ 0.3
Pennant Group Inc 0.3
Vasco Data Security International Inc 0.3
Adaptive Biotechnologies Corp 0.3
View All
Holdings by Sector ($M)
806448321602023202320242025
Type Form D Funds Date Sold AUM
HF Ajovista EAFE Small Cap Fund Ltd [2022-03-30] 20.3 M 0.8 M
Filed 2026-01-16 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $1,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF Ajovista US Micro Cap Fund Ltd [2022-03-30] 19.8 M 0.7 M
Filed 2026-01-16 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $1,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF Ajovista Emerging Markets Small-Cap Fund Ltd [2021-12-10] 25.2 M 10.8 M
Filed 2026-01-16 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $1,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF Mitra Capital Master Fund II LP [2016-03-21] 69.7 M 4.9 M
Filed 2017-10-26 (D/A) · Exemption 506(b), 3(c)(1) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 3 17.2
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 1 251.8
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 5 269.0
By Discretionary
Discretionary 5 269.0
Non-Discretionary 0 0.0
Total 5 269.0
By Non-United States Persons
Non-United States Persons 17.2
United States Persons 251.8
Total 5 269.0
Form D Directors Role # Filings # Firms 2011 - 2026
Michael McDonald Director 123 30
Sean Inggs Director 34 10
Ruan van Vuuren Director 29 6
Theodore Aronson Director 17 3
EDGAR Form CIK 2011 - 2026
13F-HR [0001890241]
Firm Profile (Form ADV)
ServesInstitutional
Fund TypesHedge Fund
LEI549300HMYLEDYRKPJ876
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