GREAT ELM CAPITAL MANAGEMENT, LLC

3801 Pga Boulevard
Suite 603
Palm Beach Gardens, Florida 33410
Tel: 561-214-7901

About GREAT ELM CAPITAL MANAGEMENT, LLC

GREAT ELM CAPITAL MANAGEMENT, LLC, formally registered with the SEC as GREAT ELM CAPITAL MANAGEMENT, LLC. The firm was established in 09/01/2016. They have over 2 offices throughout the country.

GREAT ELM CAPITAL MANAGEMENT, LLC is a Palm Beach Gardens, Florida based Financial Planning firm with nearly $288,430,348 assets under management, offering retirement planning & investment advisory services to 4 clients. The firm is staffed with 17 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	284304
SEC#	801-108228
Assets Managed by Firm	$288,430,348
No. of Clients	4
No. of Advisors	17

Fee Structure

A percentage of AUM
Performance Based
Other (REIMBURSEMENT OF ADMINISTRATION COSTS AND OVERHEAD)

Advisory Services Provided

Portfolio management for investment companies
Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	4	$288,430,348

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