| Name | Title | Ownership | Since |
|---|---|---|---|
| Helen Elizabeth Andreoli Control | Founding Partner/Chief Financial Officer | 10-25% | 2019 |
| John M Piper Control | Founding Partner/Portfolio Manager/Chief Compliance Officer | 5-10% | 2019 |
| Joseph William Powers Control | Founding Partner/Chief Planning Officer | 25-50% | 2019 |
Great Diamond Partners, LLC reports $613.4 million in regulatory assets under management on its Form ADV.
Great Diamond Partners, LLC reports 10 employees.
Great Diamond Partners, LLC is based in Portland, ME and has been SEC-registered since 2019.
Great Diamond Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $613.4M |
| Non-discretionary | $0 |
| Total (RAUM) | $613.4M |