V
$102.0M Total AUM
$102.0M Disc. AUM
-- 3Y CAGR
1 Employees
19 ADV. Clients
5 yrs Firm Age
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- Custodian
- Morgan Stanley
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-28-2020
- Office Locations
- 1
Office Locations
-- Coral Gables FL
About V Delima Investments INC
V Delima Investments INC is a Coral Gables-based RIA. The firm has been operating for 5 years. Managing $102.0M in total assets under management, with 1 advisory representatives. They custody assets with Morgan Stanley.
Team overview
-- AVG AGE
$102.0M AVG AUM / ADVISOR
$5.4M AVG AUM / CLIENT
5.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
5yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Owner & Executives
V
Vivian Lima Giuliani
Chief Compliance Officer, Investment Advisor, President
- CRD
- #7289166
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $102,000,000 | $5,368,421 |
| Non-Discretionary | $0 | -- |
| Total | $102,000,000 | $5,368,421 |
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Separately Managed Accounts
Total SMA Asset: Available
Corporate - Non-Investment Grade:
Available Corporate - Investment Grade:
Available Public Funds:
Available Equity - Exchange:
Available Sovereign Bonds:
Available Cash:
Available U.S. Government/Agency:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Corporate - Non-Investment Grade | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Sovereign Bonds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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