GREAT DIAMOND PARTNERS, LLC
Adviser information for GREAT DIAMOND PARTNERS, LLC last updated from Form ADV on March 14th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 8 |
|---|---|
| Investment Advisory/Research | 4 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 7 |
| Licensed Agents of an Insurance Company | 5 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1,619 | $649.1M |
| Non-Discretionary | 0 | $0 |
| Total | 1,619 | $649.1M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 183 | $75.1M |
| HNW Individuals | 146 | $558.5M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 5 | $14.7M |
| Charitable organizations | 1 | $820,992 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 1 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 101-250 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesBUSINESS TRANSITION PLANNING |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Principal Office
22 MONUMENT SQUARESUITE 300
PORTLAND
ME
United States
Monday - Friday, 8:00 AM - 5:00 PM
Tel: 207-274-2500, Fax: None
Chief Compliance Officer
JOHN M. PIPER
FOUNDING PARTNER & PORTFOLIO MANAGER
22 MONUMENT SQUARE
SUITE 300
PORTLAND
ME
United States
Tel:
207-274-2504
J*****@***********************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| PIPER, JOHN, M | Individual | – | FOUNDING PARTNER/PORTFOLIO MANAGER/CHIEF COMPLIANCE OFFICER | 05/2019 | 5-10% |
| TENNEY, STEVEN, EDWARD | Individual | – | FOUNDING PARTNER/CHIEF EXECUTIVE OFFICER | 05/2019 | 25-50% |
| POWERS, JOSEPH, WILLIAM | Individual | – | FOUNDING PARTNER/CHIEF PLANNING OFFICER | 05/2019 | 25-50% |
| ANDREOLI, HELEN, ELIZABETH | Individual | – | FOUNDING PARTNER/CHIEF FINANCIAL OFFICER | 05/2019 | 10-25% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed July 29th, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| ABBOTT LABS | COM | 2M | 23K | – |
| ABBVIE INC | COM | 2M | 10K | – |
| ACCENTURE PLC IRELAND | SHS CLASS A | 4M | 12K | – |
| ADOBE INC | COM | 506K | 911 | – |
| AFLAC INC | COM | 3M | 28K | – |
| ALPHABET INC | CAP STK CL A | 4M | 19K | – |
| ALPHABET INC | CAP STK CL C | 3M | 17K | – |
| ALPS ETF TR | SECTR DIV DOGS | 956K | 18K | – |
| AMAZON COM INC | COM | 4M | 19K | – |
| AMERICAN EXPRESS CO | COM | 304K | 1K | – |
| AMERICAN WTR WKS CO INC NEW | COM | 304K | 2K | – |
| AMERIPRISE FINL INC | COM | 3M | 8K | – |
| AMGEN INC | COM | 5M | 15K | – |
| ANALOG DEVICES INC | COM | 245K | 1K | – |
| APPLE INC | COM | 6M | 27K | – |
| ARES MANAGEMENT CORPORATION | CL A COM STK | 4M | 30K | – |
| ASML HOLDING N V | N Y REGISTRY SHS | 455K | 445 | – |
| ASTRAZENECA PLC | SPONSORED ADR | 496K | 6K | – |
| AT&T INC | COM | 320K | 17K | – |
| AUTODESK INC | COM | 728K | 3K | – |
| AUTOMATIC DATA PROCESSING IN | COM | 3M | 14K | – |
| AVERY DENNISON CORP | COM | 925K | 4K | – |
| BANK AMERICA CORP | COM | 535K | 13K | – |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 1M | 3K | – |
| BLACKROCK INC | COM | 3M | 4K | – |
| BLOCK INC | CL A | 245K | 4K | – |
| BLUE OWL CAPITAL INC | COM CL A | 757K | 43K | – |
| BOEING CO | COM | 1M | 7K | – |
| BRIGHT HORIZONS FAM SOL IN D | COM | 286K | 3K | – |
| BROADCOM INC | COM | 4M | 3K | – |
| CARDINAL HEALTH INC | COM | 2M | 18K | – |
| CARRIER GLOBAL CORPORATION | COM | 284K | 4K | – |
| CHEVRON CORP NEW | COM | 586K | 4K | – |
| CHIPOTLE MEXICAN GRILL INC | COM | 368K | 6K | – |
| CHUBB LIMITED | COM | 219K | 858 | – |
| CISCO SYS INC | COM | 462K | 10K | – |
| COCA COLA CO | COM | 764K | 12K | – |
| COLGATE PALMOLIVE CO | COM | 204K | 2K | – |
| CONOCOPHILLIPS | COM | 3M | 26K | – |
| COPART INC | COM | 295K | 5K | – |
| COSTCO WHSL CORP NEW | COM | 434K | 511 | – |
| DANAHER CORPORATION | COM | 248K | 991 | – |
| DECKERS OUTDOOR CORP | COM | 296K | 306 | – |
| DELL TECHNOLOGIES INC | CL C | 1M | 11K | – |
| DEVON ENERGY CORP NEW | COM | 1M | 23K | – |
| DISNEY WALT CO | COM | 992K | 10K | – |
| DOW INC | COM | 212K | 4K | – |
| DUPONT DE NEMOURS INC | COM | 254K | 3K | – |
| EATON CORP PLC | SHS | 3M | 11K | – |
| ECOLAB INC | COM | 405K | 2K | – |
| ELEVANCE HEALTH INC | COM | 670K | 1K | – |
| ELI LILLY & CO | COM | 8M | 8K | – |
| EQUINIX INC | COM | 307K | 406 | – |
| EVERCORE INC | CLASS A | 679K | 3K | – |
| EXPEDITORS INTL WASH INC | COM | 366K | 3K | – |
| EXXON MOBIL CORP | COM | 1M | 11K | – |
| FACTSET RESH SYS INC | COM | 314K | 768 | – |
| FEDEX CORP | COM | 202K | 673 | – |
| FERGUSON PLC NEW | SHS | 208K | 1K | – |
| FIRST SOLAR INC | COM | 212K | 940 | – |
| FIRST TR EXCHANGE TRADED FD | NASDQ CLN EDGE | 225K | 2K | – |
| FIRST TR EXCHANGE TRADED FD | NASDAQ CYB ETF | 2M | 33K | – |
| FIRST TR EXCHANGE-TRADED FD | NASD TECH DIV | 5M | 62K | – |
| FIRST TR EXCHANGE-TRADED FD | NO AMER ENERGY | 1M | 33K | – |
| FIRST TR EXCHANGE-TRADED FD | WTR ETF | 226K | 2K | – |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 7M | 156K | – |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 6M | 121K | – |
| GE AEROSPACE | COM NEW | 238K | 1K | – |
| GENERAL MLS INC | COM | 285K | 5K | – |
| GLOBAL X FDS | INTERNET OF THNG | 2M | 47K | – |
| GLOBAL X FDS | US INFR DEV ETF | 349K | 9K | – |
| GLOBAL X FDS | GLB X MLP ENRG I | 2M | 35K | – |
| GOLDMAN SACHS GROUP INC | COM | 238K | 527 | – |
| HOME DEPOT INC | COM | 4M | 10K | – |
| HONEYWELL INTL INC | COM | 2M | 7K | – |
| HUBBELL INC | COM | 3M | 9K | – |
| HUNT J B TRANS SVCS INC | COM | 216K | 1K | – |
| IDEXX LABS INC | COM | 7M | 14K | – |
| ILLINOIS TOOL WKS INC | COM | 1M | 6K | – |
| ILLUMINA INC | COM | 232K | 2K | – |
| INTEL CORP | COM | 351K | 11K | – |
| INTERNATIONAL BUSINESS MACHS | COM | 340K | 2K | – |
| INTERNATIONAL FLAVORS&FRAGRA | COM | 235K | 2K | – |
| INTUIT | COM | 400K | 609 | – |
| INTUITIVE SURGICAL INC | COM NEW | 486K | 1K | – |
| INVESCO EXCH TRADED FD TR II | S&P GBL WATER | 210K | 4K | – |
| INVESCO EXCH TRADED FD TR II | SR LN ETF | 2M | 117K | – |
| INVESCO EXCHANGE TRADED FD T | BUILDING & CONST | 2M | 27K | – |
| INVESCO EXCHANGE TRADED FD T | S&P 500 TOP 50 | 743K | 16K | – |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 5M | 33K | – |
| INVESCO QQQ TR | UNIT SER 1 | 905K | 2K | – |
| IQVIA HLDGS INC | COM | 247K | 1K | – |
| ISHARES GOLD TR | ISHARES NEW | 359K | 8K | – |
| ISHARES INC | CORE MSCI EMKT | 8M | 145K | – |
| ISHARES INC | ESG AWR MSCI EM | 249K | 7K | – |
| ISHARES TR | US HOME CONS ETF | 2M | 17K | – |
| ISHARES TR | LATN AMER 40 ETF | 284K | 11K | – |
| ISHARES TR | ESG AWR MSCI USA | 660K | 6K | – |
| ISHARES TR | AGENCY BOND ETF | 8M | 75K | – |
| ISHARES TR | CORE S&P SCP ETF | 744K | 7K | – |
| ISHARES TR | IBONDS 27 ETF | 1M | 61K | – |
| ISHARES TR | MSCI KLD400 SOC | 1M | 11K | – |
| ISHARES TR | ESG AW MSCI EAFE | 492K | 6K | – |
| ISHARES TR | US AER DEF ETF | 2M | 13K | – |
| ISHARES TR | PFD AND INCM SEC | 2M | 76K | – |
| ISHARES TR | ISHS 1-5YR INVS | 381K | 7K | – |
| ISHARES TR | IBDS DEC28 ETF | 3M | 133K | – |
| ISHARES TR | 10+ YR INVST GRD | 731K | 15K | – |
| ISHARES TR | ESG AWARE MSCI | 516K | 13K | – |
| ISHARES TR | EXPANDED TECH | 2M | 22K | – |
| ISHARES TR | CORE MSCI EAFE | 21M | 291K | – |
| ISHARES TR | CORE US AGGBD ET | 8M | 80K | – |
| ISHARES TR | JPMORGAN USD EMG | 2M | 28K | – |
| ISHARES TR | RUSSELL 3000 ETF | 27M | 89K | – |
| ISHARES TR | IBONDS DEC24 ETF | 3M | 134K | – |
| ISHARES TR | US BR DEL SE ETF | 2M | 16K | – |
| ISHARES TR | 3 7 YR TREAS BD | 5M | 46K | – |
| ISHARES TR | CORE S&P MCP ETF | 4M | 76K | – |
| JOHNSON & JOHNSON | COM | 722K | 5K | – |
| JPMORGAN CHASE & CO. | COM | 1M | 5K | – |
| KLA CORP | COM NEW | 6M | 7K | – |
| LAM RESEARCH CORP | COM | 566K | 531 | – |
| LAMB WESTON HLDGS INC | COM | 416K | 5K | – |
| LENNAR CORP | CL A | 607K | 4K | – |
| LINCOLN ELEC HLDGS INC | COM | 782K | 4K | – |
| LINDE PLC | SHS | 483K | 1K | – |
| LLOYDS BANKING GROUP PLC | SPONSORED ADR | 60K | 22K | – |
| LOCKHEED MARTIN CORP | COM | 1M | 3K | – |
| LOWES COS INC | COM | 283K | 1K | – |
| LPL FINL HLDGS INC | COM | 368K | 1K | – |
| MASTERCARD INCORPORATED | CL A | 962K | 2K | – |
| MCCORMICK & CO INC | COM NON VTG | 276K | 4K | – |
| MCDONALDS CORP | COM | 2M | 9K | – |
| MERCK & CO INC | COM | 2M | 20K | – |
| META PLATFORMS INC | CL A | 2M | 5K | – |
| MICROCHIP TECHNOLOGY INC. | COM | 934K | 10K | – |
| MICROSOFT CORP | COM | 14M | 32K | – |
| MONDELEZ INTL INC | CL A | 2M | 29K | – |
| MONSTER BEVERAGE CORP NEW | COM | 607K | 12K | – |
| MORGAN STANLEY | COM NEW | 2M | 17K | – |
| NETFLIX INC | COM | 2M | 3K | – |
| NEXTERA ENERGY INC | COM | 2M | 29K | – |
| NOVARTIS AG | SPONSORED ADR | 355K | 3K | – |
| NOVO-NORDISK A S | ADR | 5M | 37K | – |
| NUCOR CORP | COM | 2M | 12K | – |
| NVENT ELECTRIC PLC | SHS | 228K | 3K | – |
| NVIDIA CORPORATION | COM | 7M | 55K | – |
| NXP SEMICONDUCTORS N V | COM | 438K | 2K | – |
| ORACLE CORP | COM | 4M | 28K | – |
| PALO ALTO NETWORKS INC | COM | 349K | 1K | – |
| PARKER-HANNIFIN CORP | COM | 1M | 2K | – |
| PAYCHEX INC | COM | 3M | 25K | – |
| PAYPAL HLDGS INC | COM | 203K | 3K | – |
| PEPSICO INC | COM | 319K | 2K | – |
| PHILLIPS 66 | COM | 804K | 6K | – |
| PNC FINL SVCS GROUP INC | COM | 428K | 3K | – |
| PPG INDS INC | COM | 234K | 2K | – |
| PROCTER AND GAMBLE CO | COM | 3M | 16K | – |
| PROLOGIS INC. | COM | 229K | 2K | – |
| QUALCOMM INC | COM | 602K | 3K | – |
| QUANTA SVCS INC | COM | 319K | 1K | – |
| REGENERON PHARMACEUTICALS | COM | 619K | 589 | – |
| RTX CORPORATION | COM | 310K | 3K | – |
| S&P GLOBAL INC | COM | 389K | 873 | – |
| SALESFORCE INC | COM | 1M | 5K | – |
| SBA COMMUNICATIONS CORP NEW | CL A | 248K | 1K | – |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 1M | 13K | – |
| SEI INVTS CO | COM | 286K | 4K | – |
| SERVICENOW INC | COM | 485K | 616 | – |
| SHELL PLC | SPON ADS | 866K | 12K | – |
| SHERWIN WILLIAMS CO | COM | 377K | 1K | – |
| SHOPIFY INC | CL A | 615K | 9K | – |
| SOUTHERN COPPER CORP | COM | 572K | 5K | – |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 720K | 21K | – |
| SPDR S&P 500 ETF TR | TR UNIT | 7M | 12K | – |
| SPDR SER TR | S&P METALS MNG | 2M | 28K | – |
| SPDR SER TR | BLOOMBERG SHT TE | 2M | 100K | – |
| STARBUCKS CORP | COM | 682K | 9K | – |
| STRYKER CORPORATION | COM | 390K | 1K | – |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 441K | 3K | – |
| TARGET CORP | COM | 379K | 3K | – |
| TESLA INC | COM | 2M | 9K | – |
| TETRA TECH INC NEW | COM | 256K | 1K | – |
| TEXAS INSTRS INC | COM | 298K | 2K | – |
| THE CIGNA GROUP | COM | 201K | 608 | – |
| THERMO FISHER SCIENTIFIC INC | COM | 898K | 2K | – |
| TJX COS INC NEW | COM | 1M | 13K | – |
| TRACTOR SUPPLY CO | COM | 202K | 749 | – |
| TRANE TECHNOLOGIES PLC | SHS | 370K | 1K | – |
| TRAVELERS COMPANIES INC | COM | 495K | 2K | – |
| UNILEVER PLC | SPON ADR NEW | 355K | 6K | – |
| UNION PAC CORP | COM | 841K | 4K | – |
| UNITED PARCEL SERVICE INC | CL B | 287K | 2K | – |
| UNITEDHEALTH GROUP INC | COM | 3M | 6K | – |
| UNUM GROUP | COM | 2M | 42K | – |
| VANECK ETF TRUST | SEMICONDUCTR ETF | 2M | 7K | – |
| VANGUARD INDEX FDS | TOTAL STK MKT | 25M | 93K | – |
| VANGUARD INDEX FDS | EXTEND MKT ETF | 11M | 65K | – |
| VANGUARD INDEX FDS | GROWTH ETF | 14M | 38K | – |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 219K | 4K | – |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 1M | 6K | – |
| VANGUARD WORLD FD | INF TECH ETF | 319K | 554 | – |
| VERTEX PHARMACEUTICALS INC | COM | 801K | 2K | – |
| VISA INC | COM CL A | 2M | 9K | – |
| WABTEC | COM | 307K | 2K | – |
| WALMART INC | COM | 723K | 11K | – |
| WASTE MGMT INC DEL | COM | 5M | 22K | – |
| WILLIAMS SONOMA INC | COM | 4M | 14K | – |
| WISDOMTREE TR | US MIDCAP DIVID | 1M | 23K | – |
| WORKDAY INC | CL A | 231K | 1K | – |
| YUM BRANDS INC | COM | 342K | 3K | – |