AdvisorCensus / Financial advisors / V Delima Investments Inc
V Delima Investments Inc
Filed as V DELIMA INVESTMENTS INC
V Delima Investments Inc is an SEC-registered investment advisory firm, registered since 2020, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated July 27, 2026.
Quick answers
From the filingHow is V Delima Investments Inc compensated?
On its Form ADV (Item 5.E, October 2026), V Delima Investments Inc reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees.
Is V Delima Investments Inc registered with the SEC or a state?
V Delima Investments Inc is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 310379.
How much does V Delima Investments Inc manage?
V Delima Investments Inc reports $63,296,659 in regulatory assets under management in its Form ADV filing dated July 27, 2026 (100% discretionary).
How have V Delima Investments Inc's assets and staff changed since 2021?
In the Form ADV data for V Delima Investments Inc: Regulatory assets under management: $104,100,000 in the October 2021 data and $63,296,659 in the October 2026 data, down 39%. Total employees: 1 in October 2021 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does V Delima Investments Inc serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (19).
Does V Delima Investments Inc report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/310379
Does V Delima Investments Inc state an account minimum?
Its Form ADV Part 2A brochure dated July 27, 2026 says: "VDI generally requires a minimum account size of $3,000,000 for advisory accounts. However, at its sole discretion, VDI may accept smaller accounts based on various criteria, such as anticipated future assets, related accounts, and other individual client circumstances."
What changed in V Delima Investments Inc's recent Form ADV filings?
In the August 2026 filing data: Regulatory assets under management went from $102,000,000 to $63,296,659 (-38%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAccount minimum: $3,000,000 (the brochure says it may be waived or negotiated)
The brochure's wording
VDI generally requires a minimum account size of $3,000,000 for advisory accounts. However, at its sole discretion, VDI may accept smaller accounts based on various criteria, such as anticipated future assets, related accounts, and other individual client circumstances.
As stated in the firm's Form ADV Part 2A brochure dated July 27, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$63,296,659 as of October 2026, filing dated July 27, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2020 (6 years)
- Employees
- Total: 1. Performing investment advisory functions: 1.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
1 state or jurisdiction
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $63,296,659 | 1 | July 27, 2026 |
| October 2025 | $98,500,000 | 1 | March 27, 2025 |
| October 2024 | $102,500,000 | 1 | March 10, 2024 |
| October 2023 | $103,800,000 | 1 | July 6, 2023 |
| October 2022 | $110,000,000 | 1 | February 14, 2022 |
| October 2021 | $104,100,000 | 1 | August 16, 2021 |
Regulatory assets under management: $104,100,000 in the October 2021 data and $63,296,659 in the October 2026 data, down 39%.
Total employees: 1 in October 2021 and 1 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- August 2026
- Regulatory assets under management went from $102,000,000 to $63,296,659 (-38%).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.INot reported.
Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. V Delima Investments Inc (CRD 310379): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/v-delima-investments-inc-310379