V Delima Investments Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
V. Delima Investments is an independent advisory firm that serves high‑net‑worth individuals as well as foreign and domestic entities, including private investment companies and select corporate clients. The firm offers personalized discretionary and non‑discretionary investment management and advice across a broad range of securities, including foreign and emerging‑market issues, options, structured notes, and private funds.
The firm develops tailored asset allocations and draws on fundamental, technical, and macroeconomic analysis to manage portfolios and adjust positions over time. It may agree to performance‑based fees for certain clients and frequently operates through a referral arrangement with a bank that provides custody, trade execution, and supplemental investment support while the firm retains responsibility for the investment proposal and portfolio management.
Distinctive aspects include a materially international client base and explicit engagement with Latin American and emerging‑market securities alongside a small, solo‑advisor structure overseeing a concentrated client roster. The firm’s compensation mix—receiving fixed payments from a referral bank for many relationships while also accepting asset‑based and client‑agreed performance fees for other accounts—is atypical among comparable independent advisers.
Client services
Expertise
Fee options
VDI receives a fixed quarterly fee from Bank Santander International for clients referred to BSI; amount not specified.
up to 1% annually, negotiable based on assets, investment range, and complexity
Performance-based fees may be charged to certain clients in addition to asset-based fees, agreed upon individually; typically based on portfolio or asset performance versus benchmark.
Account minimum: $3,000,000
Main office
Coral Gables FL
Advisors at this office
1
Most active in
Florida
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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