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One Day in July LLC

● SEC registered since 2018CRD 284335SEC# 801-113839Burlington, VT
Export (members)
Reg. AUM
$1.09B
Employees
20
Accounts
3,737
Location
Burlington, VT

One Day in July LLC assets under management

One Day in July LLC is a registered investment adviser overseen by the SEC based in Burlington, VT. The firm has been registered since 2018. It reports $1.1 billion in regulatory assets under management and employs 20 people.

One Day in July LLC owners & executives

2 reported
NameTitleOwnershipSince
Burta Kelly ControlDirector Of OperationsUnder 5%2022
Daniel Patrick Cunningham ControlChief Executive Officer, Chief Compliance Officer, & Sole Member/Managing MemberOver 75%2016

Frequently asked questions

How much does One Day in July LLC manage?

One Day in July LLC reports $1.1 billion in regulatory assets under management on its Form ADV.

How many employees does One Day in July LLC have?

One Day in July LLC reports 20 employees.

Where is One Day in July LLC located?

One Day in July LLC is based in Burlington, VT and has been SEC-registered since 2018.

Does One Day in July LLC disclose fund performance?

One Day in July LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address77 College St. #3a, Burlington, VT 05401
Phone(802) 503-8280
FaxN/A
Office hours9:00 a.m. - 5:00 p.m.
SEC regionBoston Regional Office (BRO)
CIK1823172
Discloses disciplinary historyNo

Assets under management

Discretionary$1.08B
Non-discretionary$13.7M
Total (RAUM)$1.09B