David Bieler Matias

Employer firm

Robertson Stephens CRD 289977

$8.76B regulatory AUM 90 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2004 → Present
  Vodia Capital, Llc
  Lincoln, MA
• 01/2013 → Present
  Vodia Ventures, Llc
  Lincoln, MA
• 10/2019 → Present
  Vodia Ventures Ii, Llc
  Lincoln, MA
• 12/2022 → Present
  Robertson Stephens Wealth Management, Llc
  Lincoln, MA

Previous Registrations

• 2004-07-30 → 2022-12-20
  Vodia Capital, Llc
  Waltham, MA
  Concord, MA
  Concord, MA
• 2013-02-14 → 2019-11-20
  Vodia Ventures, Llc
  Concord, MA

Other Businesses

Managing Member of the GP for three venture funds: Vodia Ventures Fund I, LP, Vodia Ventures Fund II, LP, and VV-Cryoocyte, LP. The GP serves as the investment advisor to these funds. I am owner in the two GPs that oversee these funds. This takes 4 hours per week which may or may not occur during securities trading hours. Address: 19 Dutch Street Apartment 58B New York, NY 10038

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-06-24