Great Diamond Partners, LLC
● SEC registered since 2019CRD 299598SEC# 801-115058Portland, ME
Reg. AUM
$804.1M
Employees
12
Accounts
1,736
Location
Portland, ME
Great Diamond Partners, LLC assets under management
Great Diamond Partners, LLC operates as an SEC-registered investment adviser based in Portland, ME. The firm has been registered since 2019. It reports $804.1 million in regulatory assets under management and employs 12 people.
Great Diamond Partners, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Helen Elizabeth Andreoli Control | Managing Partner/Chief Financial Officer | 25-50% | 2026 |
| John Marshall Piper Control | Founding Partner/Portfolio Manager/Chief Compliance Officer | 10-25% | 2026 |
| Joseph William Powers Control | Founding Partner/Chief Planning Officer | 25-50% | 2019 |
Frequently asked questions
How much does Great Diamond Partners, LLC manage?
Great Diamond Partners, LLC reports $804.1 million in regulatory assets under management on its Form ADV.
How many employees does Great Diamond Partners, LLC have?
Great Diamond Partners, LLC reports 12 employees.
Where is Great Diamond Partners, LLC located?
Great Diamond Partners, LLC is based in Portland, ME and has been SEC-registered since 2019.
Does Great Diamond Partners, LLC disclose fund performance?
Great Diamond Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 22 Monument Square, Suite 300, Portland, ME 04101 |
| Phone | 207-274-2500 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| CIK | 1801112 |
| Discloses disciplinary history | No |
Regulatory AUM
$804.1M▲ 31%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 37%
Larger than 63% of 16,271 advisers
EmployeesTop 35%
More than 65% of 16,825 advisers
Assets under management
$804.1Mregulatory AUM
Discretionary $804.1M