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| Happy Holidays!! thanks for using AUM13F!! |
| Great Diamond Partners LLC
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| CRD # | 299598 |
| SEC # | 801-115058 |
| CIK # | 0001801112 |
| AUM | $613.4 M (2025-05-29) |
| Employees | 10 (50% Investors, 0% Brokers) |
| Phone | 207-274-2500 |
| Address | 22 Monument Square Portland, ME 04101 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 15.1 | ||
| Procter & Gamble Co | 12.7 | ||
| Idexx Laboratories Inc /DE | 8.1 | ||
| Nvidia Corp | 6.2 | ||
| Oracle Corp | 6.0 | ||
| Broadcom Inc | 6.0 | ||
| Apple Inc | 5.9 | ||
| Automatic Data Processing Inc | 4.6 | ||
| Waste Management Inc | 4.2 | ||
| Amazon Com Inc | 4.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 174 | 73.5 |
| (b) Individuals (high net worth individuals) | 152 | 539.5 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 2 | 0.4 |
| (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 | 1,618 | 613.4 |
| By Discretionary | ||
| Discretionary | 1,618 | 613.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,618 | 613.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 613.4 | |
| Total | 1,618 | 613.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001801112] |
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