V Delima Investments Inc
Firm details
- Headquarters
- ,
- CRD number
- 310379
- Registered since
- September 28, 2020
- Fee structure
- Fixed Fees, Performance Based Fees
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
V Delima Investments Inc. is a small, SEC-registered corporate RIA that began registering in 2020 and is owned by an individual. The firm focuses on portfolio management for individuals and small businesses, serving an individual-and-family client base rather than institutional mandates. Its billing combines fixed fees with performance-based fees, and it operates as an unclassified adviser (not identified as a multi-state adviser, pension consultant, or related adviser). The firm reports no active ESG program and does not position itself as a capital allocator.
Assets & Accounts
Investments & Alternatives
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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