Avi Deutsch

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

• 03/2018 → 12/2022
  Vodia Capital, Llc
  Lincoln, MA
• 09/2015 → 02/2018
  Lavan Inc.
  New York, NY
• 12/2022 → Present
  Robertson Stephens Wealth Management, Llc
  New York, NY
• 09/2014 → Present
  Tdo Capital, Llc.
  New York, NY
• 03/2018 → 01/2024
  Vodia Ventures Ii, Llc
  Lincoln, MA

Previous Registrations

• 2018-03-07 → 2022-12-20
  Vodia Capital, Llc
  New York, NY
  Waltham, MA
  Concord, MA
  Brooklyn, NY

Other Businesses

(1) TDO CAPITAL, LLC; ADDRESS OF OBA: 462 7th AVE, 12th FLOOR, NEW YORK, NY 10018; NATURE: REAL ESTATE INVESTMENT FIRM; INVESTMENT RELATED: YES; TITLE WITH OBA: PARTNER; DUTIES: PARTICIPATE IN COMMERCIAL REAL ESTATE TRANSACTIONS IN THE NEW YORK AREA, INCLUDING NOTE PURCHASES, BRIDGE FINANCING AND FEE AQUISITIONS; START DATE: 09/2014; APPROX. NUMBER OF HOURS/MONTH: 2-8; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0. (2) Gerson Lehrman Group, Inc., Address: 60 East 42nd St, 3rd Fl, New York, NY 10165; not investment-related; Nature: Consulting, Expert Network; Title: Consultant; Start date: 08/2026; Approximately 1% of my time devoted to this business.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-02-20