# 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.

- CRD: 310379
- Filed as: V DELIMA INVESTMENTS INC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: July 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/310379
- AdvisorCensus page: https://advisorcensus.com/firm/v-delima-investments-inc-310379

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated July 27, 2026)

- Account minimum: $3,000,000 (the brochure says it may be waived or negotiated)

> 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 brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $63,296,659
- Discretionary: $63,296,659
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 19 | $63,296,659 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2020 (6 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $104,100,000 | 1 | August 16, 2021 |
| October 2022 | $110,000,000 | 1 | February 14, 2022 |
| October 2023 | $103,800,000 | 1 | July 6, 2023 |
| October 2024 | $102,500,000 | 1 | March 10, 2024 |
| October 2025 | $98,500,000 | 1 | March 27, 2025 |
| October 2026 | $63,296,659 | 1 | July 27, 2026 |

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.

## Changes in the filing (last 12 months)

### August 2026
- Regulatory assets under management went from $102,000,000 to $63,296,659 (-38%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. V Delima Investments Inc (CRD 310379): Form ADV filing data as of October 2026.