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TULLY CAPITAL MANAGEMENT, LLC

Company Details

Entity Name: TULLY CAPITAL MANAGEMENT, LLC
Jurisdiction: Connecticut
Legal type: LLC
Citizenship: Domestic
Status: Active
Sub status: Annual report due
Date Formed: 24 May 2006
Business ALEI: 0861001
Annual report due: 31 Mar 2025
NAICS code: 523999 - Miscellaneous Financial Investment Activities
Business address: C/O WALTER, BERLINGO AND COMPANY 280 TOKENEKE ROAD, DARIEN, CT, 06820, United States
Mailing address: C/O WALTER, BERLINGO AND COMPANY 280 TOKENEKE ROAD, DARIEN, CT, United States, 06820
ZIP code: 06820
County: Fairfield
Place of Formation: CONNECTICUT
E-Mail: jamesd@wbandco.com

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
TULLY CAPITAL MANAGEMENT, LLC DEFINED BENEFIT PENSION PLAN 2019 204984258 2020-09-17 TULLY CAPITAL MANAGEMENT, LLC 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 2033588300
Plan sponsor’s address 2777 SUMMER STREET - SUITE 402, STAMFORD, CT, 06905

Signature of

Role Plan administrator
Date 2020-09-17
Name of individual signing TIMOTHY TULLY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-09-17
Name of individual signing TIMOTHY TULLY
Valid signature Filed with authorized/valid electronic signature
TULLY CAPITAL MANAGEMENT, LLC DEFINED BENEFIT PENSION PLAN 2018 204984258 2019-09-19 TULLY CAPITAL MANAGEMENT, LLC 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 2033588300
Plan sponsor’s address 2777 SUMMER STREET - SUITE 402, STAMFORD, CT, 06905

Signature of

Role Plan administrator
Date 2019-09-19
Name of individual signing TIMOTHY TULLY
Valid signature Filed with authorized/valid electronic signature
TULLY CAPITAL MANAGEMENT, LLC DEFINED BENEFIT PENSION PLAN 2017 204984258 2018-09-26 TULLY CAPITAL MANAGEMENT, LLC 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 2033588300
Plan sponsor’s address 2777 SUMMER STREET - SUITE 402, STAMFORD, CT, 06905

Signature of

Role Plan administrator
Date 2018-09-26
Name of individual signing TIMOTHY TULLY
Valid signature Filed with authorized/valid electronic signature
TULLY CAPITAL MANAGEMENT, LLC DEFINED BENEFIT PENSION PLAN 2016 204984258 2017-09-29 TULLY CAPITAL MANAGEMENT, LLC 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 2033588300
Plan sponsor’s address 2777 SUMMER STREET - SUITE 402, STAMFORD, CT, 06905

Signature of

Role Plan administrator
Date 2017-09-29
Name of individual signing TIMOTHY TULLY
Valid signature Filed with authorized/valid electronic signature
TULLY CAPITAL MANAGEMENT, LLC DEFINED BENEFIT PENSION PLAN 2015 204984258 2016-06-30 TULLY CAPITAL MANAGEMENT, LLC 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 2033588300
Plan sponsor’s address 2777 SUMMER STREET - SUITE 402, STAMFORD, CT, 06905

Signature of

Role Plan administrator
Date 2016-06-30
Name of individual signing TIMOTHY TULLY
Valid signature Filed with authorized/valid electronic signature
TULLY CAPITAL MANAGEMENT, LLC DEFINED BENEFIT PENSION PLAN 2014 204984258 2015-09-24 TULLY CAPITAL MANAGEMENT, LLC 0
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 2033588300
Plan sponsor’s address 2777 SUMMER STREET - SUITE 402, STAMFORD, CT, 06905

Signature of

Role Plan administrator
Date 2015-09-24
Name of individual signing TIMOTHY TULLY
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Business address Mailing address Phone E-Mail Residence address
MARK A. RICCA CPA Agent WALTER, BERLINGO AND COMPANY, 280 TOKENEKE ROAD, DARIEN, CT, 06820, United States 280 TOKENEKE ROAD, DARIEN, CT, 06820, United States +1 203-247-6690 jamesd@wbandco.com 50 DEFOREST ROAD, WILTON, CT, 06897, United States

Officer

Name Role Business address Residence address
TIMOTHY J. TULLY Officer 2777 SUMMER STREET, 7TH FLOOR, STAMFORD, CT, 06905, United States 229 OLD KINGS HIGHWAY S, DARIEN, CT, 06820, United States

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012105080 2024-02-02 No data Annual Report Annual Report No data
BF-0011413256 2023-01-30 No data Annual Report Annual Report No data
BF-0010196884 2022-02-17 No data Annual Report Annual Report 2022
0007124887 2021-02-04 No data Annual Report Annual Report 2021
0006756045 2020-02-13 No data Annual Report Annual Report 2020
0006368799 2019-02-07 No data Annual Report Annual Report 2019
0006049764 2018-02-01 No data Annual Report Annual Report 2018
0005887722 2017-07-13 No data Annual Report Annual Report 2017
0005597246 2016-07-07 No data Annual Report Annual Report 2016
0005387315 2015-08-27 No data Annual Report Annual Report 2015

Date of last update: 25 Nov 2024

Sources: Connecticut's Official State Website