{
  "crd_number": 310379,
  "slug": "v-delima-investments-inc-310379",
  "primary_business_name": "V DELIMA INVESTMENTS INC",
  "legal_name": "V DELIMA INVESTMENTS INC",
  "dbas": [],
  "city": null,
  "state": null,
  "country": null,
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2020-09-28",
  "years_registered": 6,
  "period": "2026-10-01",
  "filing_date": "2026-07-27",
  "carried_forward": false,
  "raum_total": 63296659.0,
  "raum_discretionary": 63296659.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "high_net_worth_individuals": {
      "raum": 63296659.0,
      "count": 19
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL"
  ],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/310379",
  "city_as_filed": null,
  "url": "https://advisorcensus.com/firm/v-delima-investments-inc-310379",
  "display_name": "V Delima Investments Inc",
  "summary": "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.",
  "citation": "AdvisorCensus. V Delima Investments Inc (CRD 310379): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is V Delima Investments Inc compensated?",
      "a": "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."
    },
    {
      "q": "Is V Delima Investments Inc registered with the SEC or a state?",
      "a": "V Delima Investments Inc is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 310379."
    },
    {
      "q": "How much does V Delima Investments Inc manage?",
      "a": "V Delima Investments Inc reports $63,296,659 in regulatory assets under management in its Form ADV filing dated July 27, 2026 (100% discretionary)."
    },
    {
      "q": "How have V Delima Investments Inc's assets and staff changed since 2021?",
      "a": "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."
    },
    {
      "q": "What types of clients does V Delima Investments Inc serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (19)."
    },
    {
      "q": "Does V Delima Investments Inc report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "Does V Delima Investments Inc state an account minimum?",
      "a": "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.\""
    },
    {
      "q": "What changed in V Delima Investments Inc's recent Form ADV filings?",
      "a": "In the August 2026 filing data: Regulatory assets under management went from $102,000,000 to $63,296,659 (-38%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 104100000.0,
      "total_employees": 1,
      "filing_date": "2021-08-16"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 110000000.0,
      "total_employees": 1,
      "filing_date": "2022-02-14"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 103800000.0,
      "total_employees": 1,
      "filing_date": "2023-07-06"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 102500000.0,
      "total_employees": 1,
      "filing_date": "2024-03-10"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 98500000.0,
      "total_employees": 1,
      "filing_date": "2025-03-27"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 63296659.0,
      "total_employees": 1,
      "filing_date": "2026-07-27"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-08-01",
      "period_label": "August 2026",
      "notes": [
        "Regulatory assets under management went from $102,000,000 to $63,296,659 (-38%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated July 27, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$3,000,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $3,000,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "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."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 3000000.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "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."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/v-delima-investments-inc-310379.md",
  "clients": [
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 19,
      "fewer_than_5": false,
      "raum": 63296659.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/310379",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}