GREAT DIAMOND PARTNERS, LLC
CRD #299598 SEC #801-115058 PORTLAND, ME 207-274-2500
SEC Registered
Total AUM
$613.4M
Discretionary
$613.4M
Employees
10
Clients
101
Accounts
1,618
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $613.4M | $613.4M | $0 | 10 | 2 |
| May 2025 | $613.4M | $613.4M | $0 | 10 | 2 |
| Mar 2025 | $613.4M | $613.4M | $0 | 10 | 2 |
| Mar 2024 | $649.1M | $649.1M | $0 | 8 | 1 |
| Nov 2023 | $540.8M | $540.8M | $0 | 9 | 1 |
| Apr 2023 | $540.8M | $540.8M | $0 | 9 | 1 |
| Mar 2023 | $540.8M | $540.8M | $0 | 9 | 1 |
| Mar 2022 | $671.2M | $660.2M | $10.9M | 10 | 0 |
| Apr 2021 | $551.2M | $543.8M | $7.3M | 8 | 0 |
| Mar 2021 | $551.2M | $543.8M | $7.3M | 8 | 0 |
| Jun 2020 | $468.1M | $461M | $7.1M | 7 | 0 |
| Jun 2020 | $468.1M | $461M | $7.1M | 7 | 0 |
| May 2020 | $468.1M | $461M | $7.1M | 7 | 0 |
| Mar 2020 | $468.1M | $461M | $7.1M | 7 | 0 |
| Sep 2019 | $419.9M | $419.9M | $0 | 7 | 0 |
| Aug 2019 | $0 | $0 | $0 | 7 | 0 |
| May 2019 | $0 | $0 | $0 | 7 | 0 |
| May 2019 | $0 | $0 | $0 | 7 | 0 |
| Mar 2019 | $0 | $0 | $0 | 7 | 0 |
DateAug 2025
Total AUM$613.4M
Discretionary$613.4M
Non-Disc.$0
Employees10
Clients2
DateMay 2025
Total AUM$613.4M
Discretionary$613.4M
Non-Disc.$0
Employees10
Clients2
DateMar 2025
Total AUM$613.4M
Discretionary$613.4M
Non-Disc.$0
Employees10
Clients2
DateMar 2024
Total AUM$649.1M
Discretionary$649.1M
Non-Disc.$0
Employees8
Clients1
DateNov 2023
Total AUM$540.8M
Discretionary$540.8M
Non-Disc.$0
Employees9
Clients1
DateApr 2023
Total AUM$540.8M
Discretionary$540.8M
Non-Disc.$0
Employees9
Clients1
DateMar 2023
Total AUM$540.8M
Discretionary$540.8M
Non-Disc.$0
Employees9
Clients1
DateMar 2022
Total AUM$671.2M
Discretionary$660.2M
Non-Disc.$10.9M
Employees10
Clients0
DateApr 2021
Total AUM$551.2M
Discretionary$543.8M
Non-Disc.$7.3M
Employees8
Clients0
DateMar 2021
Total AUM$551.2M
Discretionary$543.8M
Non-Disc.$7.3M
Employees8
Clients0
DateJun 2020
Total AUM$468.1M
Discretionary$461M
Non-Disc.$7.1M
Employees7
Clients0
DateJun 2020
Total AUM$468.1M
Discretionary$461M
Non-Disc.$7.1M
Employees7
Clients0
DateMay 2020
Total AUM$468.1M
Discretionary$461M
Non-Disc.$7.1M
Employees7
Clients0
DateMar 2020
Total AUM$468.1M
Discretionary$461M
Non-Disc.$7.1M
Employees7
Clients0
DateSep 2019
Total AUM$419.9M
Discretionary$419.9M
Non-Disc.$0
Employees7
Clients0
DateAug 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateMay 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateMay 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateMar 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0