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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 ($M) |
|---|
| CIK | Period |
|---|---|
| 0001801112 |
| Sector | Form 13F Holdings | Value ($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 | ||
| Williams Sonoma Inc | 5.3 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 4.9 | ||
| Waste Management Inc | 4.8 | ||
| Prev | Page 1 | Next | |||
| 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] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 1 |
| Serves | Retail |
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