V Delima Investments Inc
- Regulatory AUM
- $63.3M
- Discretionary
- $63.3M
- Clients
- 19
- Avg AUM / client
- $3.3M
- Accounts
- 19
- Employees
- 1
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 19 | $63.3M | 100.0% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $32.0M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| 805 6634785172 | Private Equity Fund | Cayman Islands | $32.0M | 4 |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Vivian Lima Giuliani | President, Chief Compliance Officer | Feb 2020 (7y) | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $32.0M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| 805 6634785172 | Private Equity Fund | $32.0M | $0 | 4 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 852 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 27, 2026.
View current Form ADV (SEC/IAPD) ↗