GREAT DIAMOND PARTNERS, LLC
Firm details
- Headquarters
- PORTLAND, Maine
- CRD number
- 299598
- Registered since
- May 9, 2019
- Website
- greatdiamondpartners.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI89.04%
- Individuals9.18%
- Pension & Profit Sharing Plans1.47%
- Charitable Organizations0.31%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Great Diamond Partners, LLC is an independent, SEC-registered registered investment adviser (since 2019) organized as an LLC and owned by an individual. The firm serves both individual and family clients as well as institutional accounts, with a service focus on financial planning and portfolio management for individuals and small businesses. Its fee model includes a percentage-of-AUM component alongside hourly and fixed-fee engagement options. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities42%
- Public Funds/Mutual Funds34%
- Investment Grade Corp Bonds8%
- Cash & Cash Equivalents8%
- State & Local Bonds6%
Contacts
3 of 9JOHN PIPER
Founding PartnerCRD 5198426
STEPHEN POULOS
Senior Financial AdvisorCRD 2200533
STEVEN TENNEY
FounderCRD 2393759
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 99Active vs passive
$327M in ETFs
79%
$259M
19%
$67.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $27.7M | 86,244 | 8.47% |
Location
PORTLAND, ME
CUMBERLAND
Location
PORTLAND, ME
Headquartered in PORTLAND, ME, anchoring the Portland-Lewiston-South Portland, ME metro in the Northeast.
- Metro area
- Portland-Lewiston-South Portland, ME
- Region
- Northeast
- County
- CUMBERLAND
- Address
- 22 Monument Sq
- Time zone
- ET (UTC-5)
- Office locations
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