One Day in July LLC
● SEC registered since 2018CRD 284335SEC# 801-113839Burlington, VT
Reg. AUM
$1.36B
Employees
23
Accounts
4,011
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 $1.4 billion in regulatory assets under management and employs 23 people.
One Day in July LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Burta Kelly Control | Director Of Operations | Under 5% | 2022 |
| Daniel Patrick Cunningham Control | Chief Executive Officer, Chief Compliance Officer, & Sole Member/Managing Member | Over 75% | 2016 |
Frequently asked questions
How much does One Day in July LLC manage?
One Day in July LLC reports $1.4 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 23 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
| Address | 77 College St. #3a, Burlington, VT 05401 |
| Phone | (802) 503-8280 |
| Fax | N/A |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| CIK | 1823172 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.36B▲ 25%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 28%
Larger than 72% of 16,271 advisers
EmployeesTop 22%
More than 78% of 16,825 advisers
Assets under management
$1.36Bregulatory AUM
Discretionary $1.35BNon-discretionary $14.5M