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VODIA CAPITAL, LLC
LINCOLN, MA
978-318-0900
SEC #801-119068Total AUM
$202M
Employees
5Clients
114Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
55 OLD BEDFORD ROAD
SUITE 306
LINCOLN
MA 01773
United States
SUITE 306
LINCOLN
MA 01773
United States
Operating Hours
9:00 - 5:00 EST
Monday - Friday
Monday - Friday
Phone
978-318-0900
Other Offices
2
Financials
Total AUM
$202M
Accounts
357Discretionary
$199.3M
Accounts
336Non-Discretionary
$2.7M
Accounts
21
Clients
Individual Clients
62AUM
$22M
HNW Individual Clients
47AUM
$170.6M
Pooled Vehicle Clients
3AUM
$6.5M
Pension/Profit Sharing Plan Clients
1AUM
$2.7M
Charitable Organization Clients
1AUM
$200.4K
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
FLLAMANHNYTX
Affiliates
Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.