RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
J••• M••••••• P••••
- Title
- Founding Partnerreportedgreatdiamondpartners.comfirm site, Sep 15, 2026
- Founder
- “Founding Partner”reportedgreatdiamondpartners.comthe sentence on the bio page
- Partner or owner
- “Founding Partner”reportedgreatdiamondpartners.comthe sentence on the bio page
- Business email
- jpiper@greatdiamondpartners.comreportedgreatdiamondpartners.comfirm site, Sep 15, 2026
- Professional profile
- greatdiamondpartners.com/who-we-are/jack-piperreportedgreatdiamondpartners.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- G•••• D•••••• P•••••••• L•• independent RIA currentsince May 9, 2019 · Portland, Me
- U•• F•••••••• S••••••• I••• wirehouseJan 28, 2015 to May 20, 2019 · Portland, Me
- B••••• I••••••••• I•••••••• L•• formerMay 9, 2011 to Jan 22, 2015 · Boston, Ma
- U•• F•••••••• S••••••• I••• to G•••• D•••••• P•••••••• L••left May 20, 2019, registered May 9, 2019 (-11 days) · Wirehouse to a newly registered adviser (no RAUM reported yet) · moved with a team
- B••••• I••••••••• I•••••••• L•• to U•• F•••••••• S••••••• I•••left Jan 22, 2015, registered Jan 28, 2015 (6 days) · Other
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 17derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address