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 investment adviser (registered in 2019) organized as an LLC and owned by an individual. The firm serves both individual and family clients as well as institutional relationships, providing financial planning and discretionary portfolio management for individuals and small businesses. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm does not identify as an active ESG investor. Great Diamond Partners is not positioned as a capital allocator in the sense of running multi-manager funds; its advisory work focuses on direct portfolio management and planning for private clients rather than operating a fund-of-funds business.
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 9
John 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 104Active vs passive
$372M in ETFs
80%
$297M
19%
$75.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $32.6M | 87,989 | 8.76% |
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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