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| Great Diamond Partners LLC
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|
|---|---|
| CRD # | 299598 |
| SEC # | 801-115058 |
| CIK # | 0001801112 |
| AUM | $540.8 MM (2023-03-06) |
| Employees | 9 (44% Investors, 0% Brokers) |
| Phone | 207-274-2500 |
| Address | 22 Monument Square Portland, ME 04101 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| MSFT | 1,918,222.4 | 9.9 | |
| IDXX | 29,336.2 | 8.4 | |
| AAPL | 2,382,844.0 | 5.0 | |
| ADP | 89,423.0 | 3.9 | |
| HD | 277,648.0 | 3.9 | |
| AMGN | 130,083.0 | 3.7 | |
| ACN | 179,517.0 | 3.7 | |
| WM | 61,816.0 | 3.6 | |
| KLAC | 49,261.0 | 3.6 | |
| XOM | 385,508.3 | 3.5 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 185 | 74.4 |
| (b) Individuals (high net worth individuals) | 125 | 457.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 8.0 |
| (h) Charitable organizations | 2 | 0.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,475 | 540.8 |
| By Discretionary | ||
| Discretionary | 1,475 | 540.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,475 | 540.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 540.8 | |
| Total | 1,475 | 540.8 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001801112] |
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|---|---|---|
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Titan Global Capital Management USA LLC
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Geometric Wealth Advisors LLC
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MD | 0.5 |
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Baldrige Asset Management LLC
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A N Culbertson & Company Inc
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Lifecycle Financial Planners Inc
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