GREAT ELM CAPITAL MANAGEMENT, LLC

PALM BEACH GARDENS, Florida·8 registered advisors·CRD# 284304
SEC# 801-1082281561-214-7901
01

Firm Overview

AUM
$288M
Regulatory assets under management
Employees
17
Total firm employees
Advisors
8
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (pooled investments)
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
Other: REIMBURSEMENT OF ADMINISTRATION COSTS AND OVERHEAD
03

Specialties

Investment ManagementRetirement Planning
04

Advisors at GREAT ELM CAPITAL MANAGEMENT, LLC

8 registered advisors
Adam Kleinman
PALM BEACH GARDENS, Florida
Adam Wallace Yates
WALTHAM, Massachusetts
John Stanley Ehlinger
WALTHAM, Massachusetts
Keri Davis
PALM BEACH GARDENS, Florida
Matthew Dov Kaplan
PALM BEACH GARDENS, Florida
Nichole Painter Milz
PALM BEACH GARDENS, Florida
Peter Andrew Reed
WALTHAM, Massachusetts
Richard Chernicoff
BOSTON, Massachusetts
05

Office Locations

PALM BEACH GARDENS, Florida
4 advisors
WALTHAM, Massachusetts
3 advisors
BOSTON, Massachusetts
1 advisor

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Data sourced from SEC Form ADV filings. GREAT ELM CAPITAL MANAGEMENT, LLC (CRD# 284304) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.