{
  "crd_number": 299598,
  "slug": "great-diamond-partners-llc-portland-me-299598",
  "primary_business_name": "GREAT DIAMOND PARTNERS, LLC",
  "legal_name": "GREAT DIAMOND PARTNERS, LLC",
  "dbas": [],
  "city": "Portland",
  "state": "ME",
  "country": "United States",
  "cbsa_code": "38860",
  "metro": {
    "cbsa_code": "38860",
    "common_name": "Portland",
    "msa_name": "Portland-South Portland, ME",
    "path": "/advisors/me/portland"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2019-05-09",
  "years_registered": 7,
  "period": "2026-10-01",
  "filing_date": "2026-09-14",
  "carried_forward": false,
  "raum_total": 804063563.0,
  "raum_discretionary": 804063563.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 12,
  "advisory_employees": 7,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 2472016.0,
      "count": 3
    },
    "individuals": {
      "raum": 73835795.0,
      "count": 238
    },
    "pension_profit_sharing": {
      "raum": 11817538.0,
      "count": 7
    },
    "high_net_worth_individuals": {
      "raum": 715938214.0,
      "count": 285
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "CO",
    "FL",
    "MA",
    "ME",
    "NC",
    "NH",
    "NY",
    "PA",
    "TX",
    "VT",
    "WA"
  ],
  "websites": [
    "https://facebook.com/Great-Diamond-Partners-727704101003931",
    "https://greatdiamondpartners.com",
    "https://linkedin.com/company/great-diamond-partners"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/299598",
  "city_as_filed": "PORTLAND",
  "url": "https://advisorcensus.com/firm/great-diamond-partners-llc-portland-me-299598",
  "display_name": "Great Diamond Partners, LLC",
  "summary": "Great Diamond Partners, LLC is an SEC-registered investment advisory firm in Portland, ME, registered since 2019, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated September 14, 2026.",
  "citation": "AdvisorCensus. Great Diamond Partners, LLC (CRD 299598): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Great Diamond Partners, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Great Diamond Partners, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Great Diamond Partners, LLC located?",
      "a": "Great Diamond Partners, LLC's principal office is in Portland, ME, according to its Form ADV."
    },
    {
      "q": "Is Great Diamond Partners, LLC registered with the SEC or a state?",
      "a": "Great Diamond Partners, LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 299598."
    },
    {
      "q": "How much does Great Diamond Partners, LLC manage?",
      "a": "Great Diamond Partners, LLC reports $804,063,563 in regulatory assets under management in its Form ADV filing dated September 14, 2026 (100% discretionary)."
    },
    {
      "q": "How have Great Diamond Partners, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Great Diamond Partners, LLC: Regulatory assets under management: $551,156,203 in the October 2021 data and $804,063,563 in the October 2026 data, up 46%. Total employees: 8 in October 2021 and 12 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Great Diamond Partners, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (285); individuals (other than high net worth individuals) (238); pension and profit sharing plans (but not the plan participants or government pension plans) (7)."
    },
    {
      "q": "Which custodians does Great Diamond Partners, LLC use?",
      "a": "Great Diamond Partners, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Great Diamond Partners, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/299598"
    },
    {
      "q": "What changed in Great Diamond Partners, LLC's recent Form ADV filings?",
      "a": "In the October 2026 filing data: Registered or notice-filed in CA, NC, WA."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 551156203.0,
      "total_employees": 8,
      "filing_date": "2021-04-06"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 671174324.0,
      "total_employees": 10,
      "filing_date": "2022-03-17"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 540784152.0,
      "total_employees": 9,
      "filing_date": "2023-04-26"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 649123040.0,
      "total_employees": 8,
      "filing_date": "2024-03-14"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 613396493.0,
      "total_employees": 10,
      "filing_date": "2025-05-29"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 804063563.0,
      "total_employees": 12,
      "filing_date": "2026-09-14"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Registered or notice-filed in CA, NC, WA."
      ]
    },
    {
      "period": "2026-05-01",
      "period_label": "May 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 5 to 7.",
        "Regulatory assets under management went from $613,396,493 to $804,063,563 (+31%).",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Registered or notice-filed in NY, PA."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/great-diamond-partners-llc-portland-me-299598.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 238,
      "fewer_than_5": false,
      "raum": 73835795.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 285,
      "fewer_than_5": false,
      "raum": 715938214.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 7,
      "fewer_than_5": false,
      "raum": 11817538.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 3,
      "fewer_than_5": false,
      "raum": 2472016.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/299598",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}