DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Former SEC-registered adviser
Vodia Capital, LLC
Latest filing Nov 10, 2022
First filing on the tape Feb 28, 2012 · 16 filings
RAUM
$202M
reported, Item 5.F
Discretionary
99%
of RAUM
Private clients
95%
$193M individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
5
5 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
3
$10.5M gross assets
History
16 filings and snapshots on the tape
RAUM$202M as of Mar 21, 2022
Feb 28, 2012$50.4M then
HNW client RAUM$171M as of Mar 21, 2022
Mar 31, 2021$22.4M then
State-registered IARs (5.B.3)5 as of Mar 21, 2022
Feb 28, 20120 then
Employees (5.A)5 as of Mar 21, 2022
Mar 31, 20215 then
Private funds3 as of Mar 21, 2022
Mar 31, 20213 then
RAUM +32% over the last fiscal yearIARs 5 to 5offices 1 to 2
Practice profile
derived from the filing of Nov 10, 2022; every figure names its basis
- RAUM per advisor
- $40.4MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 22derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $3.6MderivedHNW RAUM over HNW clients
- Average account
- $565,820derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 99%derivedof RAUM
- Institutional
- 1.4%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.0derivedItem 5.A over advisors
- Advisors per office
- 1.7derived3 offices incl. principal (1.F.5)
- RAUM growth, one year
- +32%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +5.8%derived
- Compensation
- percentage of assets, fixed fees, performance-basedreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for pooled vehicles, pension consulting, selection of other advisersreportedItem 5.G
- Custody
- $354,059, 2 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$171M84%
- Individuals$22.0M11%
- Pooled investment vehicles$6.5M3.2%
- Pension and profit-sharing plans$2.7M1.3%
- Charitable organizations$200,4320.1%
- Individual clients
- 62reported
- HNW clients
- 47reported
- Pension plan clients
- 1reported
- Charitable clients
- 1reported
- Accounts
- 357reported
- Financial planning clients
- 11-25reported
- Wrap fee programs
- noreported
- Custody of client assets
- $354,059 for 2 clientsreported
- Compensation
- % of AUM, fixed, performancereported
- Class basis
- absent from the latest SEC rosterderived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
- Janet Lyn Shetty to Robertson StephensDec 20, 2022 · RIA to RIA
- David Bieler Matias to Vodia Ventures, LLCDec 20, 2022 · Other
- Brandon E Frye to Robertson StephensDec 20, 2022 · RIA to RIA
- Avi Deutsch to Robertson StephensDec 20, 2022 · RIA to RIA
- Marcus C Green to Greenport Capital AdvisorsFeb 14, 2018 · Other
- Dwight Latham Davenport to Greenport Capital AdvisorsAug 14, 2015 · Other
- Aimee L. Degiovanni to Calibre Advisory Services Inc.Dec 3, 2008 · Other
- Tess Daniele David Mayo to UBS Financial Services Inc.Sep 5, 2008 · Other
Joined, latest
- Dwight Latham Davenport from Penobscot Investment Management Company, Inc.Oct 21, 2010 · Other
Teams: two or more advisors moving together within fourteen days, from one state
- 2 left for Robertson StephensDec 20, 2022 · Waltham, Ma
Private funds
3 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Vodia Ventures Fund II, LP | Venture Capital Fund | $6.0M | 0 | Jun 16, 2020 |
| Vodia Ventures Fund I, LP | Venture Capital Fund | $3.7M | 0 | Jun 16, 2020 |
| Vv-Cryoocyte Fund, LP | Venture Capital Fund | $805,000 | 0 | Jun 16, 2020 |
Owners and control persons
Schedule A and B, latest filing
- Avi Deutsch · Principalcontrolsince 03/2018 · owns less than 5%
- Bieler David Matias · Member/Partner/Chief Compliance Officercontrolsince 05/2004 · owns 75% or more
Related persons
Schedule D 7.A
- David B. Matias, Cpainsurancen
- Vodia Ventures II, LLCpooled vehicle sponsory
- Vodia Ventures, LLCpooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
- New York, NY1 employees
- , 1 employees
What changed
consecutive filings, newest first
- Accounts · 343 to 357Nov 3, 2021 to Mar 21, 2022
- Charity clients · unset to 1.0Nov 3, 2021 to Mar 21, 2022
- HNW clients · 63 to 47Nov 3, 2021 to Mar 21, 2022
- Individual clients · 40 to 62Nov 3, 2021 to Mar 21, 2022
- Assets in custody · $9.8M to $354,059Nov 3, 2021 to Mar 21, 2022
- Discretionary RAUM · $150M to $199MNov 3, 2021 to Mar 21, 2022
- HNW RAUM · $22.4M to $171MNov 3, 2021 to Mar 21, 2022
- Individual RAUM · $126M to $22.0MNov 3, 2021 to Mar 21, 2022
- Non-discretionary RAUM · $2.3M to $2.7MNov 3, 2021 to Mar 21, 2022
- Pension RAUM · $2.3M to $2.7MNov 3, 2021 to Mar 21, 2022
- Pooled vehicle RAUM · $2.0M to $6.5MNov 3, 2021 to Mar 21, 2022
- RAUM · $153M to $202MNov 3, 2021 to Mar 21, 2022
- Other offices · 1 to 2Mar 31, 2021 to Sep 15, 2021
- Accounts · 268 to 343Jun 30, 2020 to Mar 31, 2021
- HNW clients · 33 to 63Jun 30, 2020 to Mar 31, 2021
- Individual clients · 62 to 40Jun 30, 2020 to Mar 31, 2021
- Assets in custody · $11.2M to $9.8MJun 30, 2020 to Mar 31, 2021
- State-registered IARs · 4 to 5Jun 30, 2020 to Mar 31, 2021
- Private funds · unset to 3Jun 30, 2020 to Mar 31, 2021
- Discretionary RAUM · $98.9M to $150MJun 30, 2020 to Mar 31, 2021
- HNW RAUM · $73.4M to $22.4MJun 30, 2020 to Mar 31, 2021
- Individual RAUM · $19.3M to $126MJun 30, 2020 to Mar 31, 2021
- Non-discretionary RAUM · $2.5M to $2.3MJun 30, 2020 to Mar 31, 2021
- Pension RAUM · $2.5M to $2.3MJun 30, 2020 to Mar 31, 2021
- Pooled vehicle RAUM · $6.2M to $2.0MJun 30, 2020 to Mar 31, 2021
- RAUM · $101M to $153MJun 30, 2020 to Mar 31, 2021
- Private funds · 3 to unsetJun 16, 2020 to Jun 30, 2020
- Accounts · 188 to 268Apr 2, 2012 to Jun 16, 2020
- Advisory employees · unset to 5.0Apr 2, 2012 to Jun 16, 2020
- HNW clients · unset to 33.0Apr 2, 2012 to Jun 16, 2020
- Individual clients · unset to 62.0Apr 2, 2012 to Jun 16, 2020
- Pension plan clients · unset to 1.0Apr 2, 2012 to Jun 16, 2020
- Pooled vehicle clients · unset to 3.0Apr 2, 2012 to Jun 16, 2020
- Assets in custody · unset to 11227920.0Apr 2, 2012 to Jun 16, 2020
- Custody of client assets · false to trueApr 2, 2012 to Jun 16, 2020
- Employees · unset to 5.0Apr 2, 2012 to Jun 16, 2020
- Financial planning clients · 1-10 to 11-25Apr 2, 2012 to Jun 16, 2020
- HQ city · CONCORD to LINCOLNApr 2, 2012 to Jun 16, 2020
- State-registered IARs · 0 to 4Apr 2, 2012 to Jun 16, 2020
- Other offices · unset to 1.0Apr 2, 2012 to Jun 16, 2020
Signals
7 dated events
- Avi Deutsch left Vodia Capital, Llc for Robertson Stephens (registered 2022-12-13)Dec 20, 2022 · Advisor changed firm · fact
- Janet Lyn Shetty left Vodia Capital, Llc for Robertson Stephens (registered 2022-12-09)Dec 20, 2022 · Advisor changed firm · fact
- Brandon E Frye left Vodia Capital, Llc for Robertson Stephens (registered 2022-12-09)Dec 20, 2022 · Advisor changed firm · fact
- David Bieler Matias left Vodia Capital, Llc for Vodia Ventures, Llc (registered 2013-02-14)Dec 20, 2022 · Advisor changed firm · fact
- Vodia Capital, LLC's advisors moved to Robertson Stephens (Waltham, MA): 3 of 4 registered, on the same dayDec 20, 2022 · Firm absorbed (people side) · derived
- Vodia Capital, Llc filed its initial SEC registration (Form ADV)Jun 16, 2020 · First SEC registration · fact
- Avi Deutsch (Principal) appeared on Schedule A of Vodia Capital, LlcJun 16, 2020 · Control person joined · fact
Across DFX
shared identifiers only, never a name match
- Vodia Capital, LLC · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/vodia-capital-llcreportedpublic record, Form ADV, Sep 18, 2026
- Website
- vodiaventures.comreportedpublic record, Form ADV, Sep 18, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Former SEC-registered adviserderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026