PALM BEACH GARDENS, FLCRD 284304Latest ADV March 24, 2026
Great Elm Capital Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Palm Beach Gardens, FL. Its latest Form ADV filing, dated March 24, 2026, reports $346M in regulatory assets under management, 21 employees, 1 office, and 3 accounts.
Assets Under Management
$346M
Employees
21
Offices
1 office
Total Clients
<5
Primary office
PALM BEACH GARDENS, FL
3801 PGA BOULEVARD, SUITE 603, PALM BEACH GARDENS, FL, United States
Portfolio management for pooled investment vehicles
Fee models offered
3 types reported
Asset based fees
Other fee arrangements
Performance-based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentPooled Investment Vehicles represent 66.7% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
66.7%
2
2
BDCs
33.3%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$346Mas of March 24, 2026
Discretionary100.0%
$346M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$346M
Total Accounts3
10Y AUM Change+$134M (+62.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees21
Clients per Employee0:1
10Y Employee Change+7 (+50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.