GREAT ELM CAPITAL MANAGEMENT, LLC
Firm details
- Headquarters
- PALM BEACH GARDENS, Florida
- CRD number
- 284304
- Registered since
- September 1, 2016
- Website
- www.greatelmcc.com
- 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
FINTRXOverview
Great Elm Capital Management, LLC operates as a hedge fund manager focused on institutional mandates and pooled investment vehicles. The firm, SEC-registered since 2016, acts as portfolio manager for both investment companies and pooled funds and serves as sponsor/GP and managing member for the vehicles it runs. Its fee schedule includes both a percentage-of-assets component and performance-based fees, reflecting a typical hedge fund alignment with investor performance. Investment activity centers on credit and real-asset oriented strategies alongside energy and commodity exposure. The firm does not position itself as an ESG-focused investor. Given its role as sponsor and GP, Great Elm structures and manages its own funds rather than acting primarily as an allocator to third-party managers.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3MATTHEW KAPLAN
President, CEOCRD 5172853
KERI DAVIS
Chief Financial OfficerCRD 7092138
NICHOLE MILZ
Chief Operating OfficerCRD 4495802
Contacts
2 of 2ADAM KLEINMAN
PresidentCRD 5658279
PAUL ALOTTA
Senior Vice PresidentCRD 1663195
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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