Great Elm Capital Management, LLC

RIASEC Registered
Total AUM
$346M
Discretionary
$346M
100% of AUM
Avg account
$115M
Accounts
3
Employees
21
Advisory reps
2

Firm details

Headquarters
Palm Beach Gardens, Florida
CRD number
284304
Registered since
September 1, 2016
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Business Development Companies96.18%
  • Pooled Investment Vehicles3.82%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Great Elm Capital Management, LLC is a limited liability company that operates as a hedge fund adviser. The firm is SEC registered (registered in 2016) and reports an institutional client base. Its advisory work centers on portfolio management for investment companies and for pooled investment vehicles. Ownership is listed as individual, and the firm collects typical hedge-fund style fees, including a percentage-of-AUM component, performance-based fees and other fee arrangements. Great Elm does not report itself as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

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Contacts

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Palm Beach Gardens, FL

Palm Beach

Location

Palm Beach Gardens, FL

Headquartered in Palm Beach Gardens, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Palm Beach
Address
3801 Pga Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth