AJO (CRD# 105545) is an SEC-Registered Investment Advisor (RIA), headquartered in Philadelphia, PA. The SEC approved the firm to operate as an RIA in Dec 1984. In Sep 2018, the firm reported total Regulatory Assets Under Management (RAUM) of $28.0 Billion, and has discretion over 100% of those assets.   Pooled investment vehicles (Private Funds) account for 19% of RAUM.   Non-US investors represent 25% .  
AJO also reported in Sep 2018:
  • 60 employees, with 33 performing advisory functions.
  • A total of 2 office locations.
  • No registrations with foreign financial regulatory authorities.
  • Operation as a Commodity Pool Operator (CPO) or Commodity Trading Advisor (CTA).
AJO has no disclosure events reported to the SEC at this time.

View AJO's most recent Form ADV filing

AJO has Notice Filings with the following State Securities Authorities: FL-Mar 2015, MA-Aug 2012, PA-Feb 2005, TX-Jan 2003

Disclaimer:  The information presented above was gleaned from the SEC website and is believed to be accurate. is presenting this data for informational purposes only and assumes no responsibility for errors or omissions.  Please note that we are aware of many instances where RIAs provided erroneous data to the SEC.  Feel Free to contact with questions or concerns.