Wealth Manager
    SEC Registered
    Manages Private Funds

    Great Diamond Partners, LLC

    Registered investment advisor · Portland, Maine · CRD #299598

    Assets Under Management
    $804M
    Client Accounts
    1,736
    Employees
    12
    CRD Number
    299598
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Great Diamond Partners, LLC

    Great Diamond Partners, LLC is a registered investment advisory firm based in Portland, Maine, focused on wealth management and charitable giving. Founded in 2019, it serves sophisticated clients with a small team.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Great Diamond Partners, LLC

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    Frequently Asked Questions

    What is Great Diamond Partners, LLC's AUM?

    Great Diamond Partners, LLC reports approximately $804M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Great Diamond Partners, LLC headquartered?

    Great Diamond Partners, LLC is headquartered in Portland, Maine.

    What is Great Diamond Partners, LLC's CRD number?

    Great Diamond Partners, LLC's CRD number is 299598. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Great Diamond Partners, LLC manage?

    Great Diamond Partners, LLC manages approximately 1,736 client accounts according to its latest SEC filing.

    Is Great Diamond Partners, LLC SEC registered?

    Yes, Great Diamond Partners, LLC is registered with the SEC as an investment adviser with an approved registration status.

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