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| Great Diamond Partners LLC
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|
|---|---|
| CRD # | 299598 |
| SEC # | 801-115058 |
| CIK # | 0001801112 |
| AUM | $804.1 M (2026-04-17) |
| Employees | 12 (58% Investors, 0% Brokers) |
| Phone | 207-274-2500 |
| Address | 22 Monument Square Portland, ME 04101 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Procter & Gamble Co | 11.6 | ||
| Microsoft Corp | 10.3 | ||
| KLA Tencor Corp | 9.0 | ||
| Apple Inc | 8.0 | ||
| Idexx Laboratories Inc /DE | 7.5 | ||
| Corning Inc /NY | 7.4 | ||
| Broadcom Inc | 7.2 | ||
| Nvidia Corp | 7.1 | ||
| Alphabet Inc | 6.5 | ||
| Alphabet Inc | 5.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 238 | 73.8 |
| (b) Individuals (high net worth individuals) | 285 | 715.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 7 | 11.8 |
| (h) Charitable organizations | 3 | 2.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,736 | 804.1 |
| By Discretionary | ||
| Discretionary | 1,736 | 804.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,736 | 804.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 804.1 | |
| Total | 1,736 | 804.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001801112] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Kozak & Tripp Private Asset Management Inc
✚
|
CO | 0.8 |
|
Integris Wealth Management LLC
✚
|
CA | 0.8 |
|
Franklin Parlapiano Turner & Welch LLC
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|
TX | 0.8 |
|
The Advocate Group LLC
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|
MN | 0.8 |
|
Zanetti Financial LLC
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|
NM | 0.8 |
|
Tanglewood Legacy Advisors LLC
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|
TX | 0.8 |
|
Firestone Capital Management Inc
✚
|
FL | 0.8 |
|
Hoxton Wealth USA LLC
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|
NJ | 0.8 |
|
McNamara Financial Services Inc
✚
|
MA | 0.8 |
|
Schiavi & Company LLC
✚
|
DE | 0.8 |