Great Diamond Partners is an investment advisor in Portland with $540.78 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
834696421
SEC advisor number
801-115058
FINRA CRD number
299598
AUM ?
$649.12 mm
(as of 14 Mar 24)
Accounts
1,619
(as of 14 Mar 24)
Employees
8
(4 investment advisory or research)
Address
Great Diamond Partners
22 MONUMENT SQUARE
SUITE 300
PORTLAND
ME 04101
22 MONUMENT SQUARE
SUITE 300
PORTLAND
ME 04101
Phone
207-274-2500
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
7 Feb 24
13F-HR
Quarterly holdings report by institutional manager
19 Oct 23
13F-HR
Quarterly holdings report by institutional manager
17 Jul 23
13F-HR
Quarterly holdings report by institutional manager
4 May 23
13F-HR
Quarterly holdings report by institutional manager
1 Feb 23
13F-HR
Quarterly holdings report by institutional manager
24 Oct 22
13F-HR
Quarterly holdings report by institutional manager
26 Jul 22
13F-HR
Quarterly holdings report by institutional manager
5 May 22
13F-HR
Quarterly holdings report by institutional manager
26 Jan 22
13F-HR
Quarterly holdings report by institutional manager
21 Oct 21