V Delima Investments Inc
Firm details
- Headquarters
- ,
- CRD number
- 310379
- Registered since
- September 28, 2020
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
V Delima Investments Inc. is an independent registered investment adviser, SEC-registered since 2020 and owned by an individual. The firm advises individuals and families, providing portfolio management services tailored to individuals and small businesses. Its pricing model includes asset-based fees, fixed-fee arrangements and performance-linked fees. The adviser is not positioned as an ESG-focused manager and does not report multi-state adviser status or pension consulting as part of its core activities.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Non-Investment Grade Corp Bonds40%
- Investment Grade Corp Bonds25%
- Public Funds/Mutual Funds15%
- Exchange Traded Equities10%
- Sovereign Bonds4%
Contacts
1 of 1
Vivian Lima Giuliani
Investment AdvisorCRD 7289166
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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