GREAT ELM CAPITAL MANAGEMENT, LLC

PALM BEACH GARDENS, Florida·1 registered advisor·CRD# 284304
SEC# 801-1082281561-214-7901
01

Firm Overview

AUM
$288M
Regulatory assets under management
Employees
17
Total firm employees
Advisors
1
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

1 registered advisor
Matthew Dov Kaplan
PALM BEACH GARDENS, Florida
CFA
05

Office Locations

PALM BEACH GARDENS, Florida
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.