# GREAT ELM CAPITAL MANAGEMENT, LLC

GREAT ELM CAPITAL MANAGEMENT, LLC of PALM BEACH GARDENS, FL is an SEC-registered investment adviser.

## Registration

- CRD: 284304
- Type: SEC-registered investment adviser
- SEC file number: 801-108228
- Location: 3801 PGA BOULEVARD, SUITE 603, PALM BEACH GARDENS, FL, 33410
- Phone: 561-214-7901
- Latest filing: 2026-03-24
- Regulatory AUM: $346.1M
- Discretionary AUM: $346.1M
- Clients: 21
- Accounts: 3

## Business model

- Compensation: % of AUM, Performance, Other
- Clients served: Investment cos

## Officers, owners & control persons (14)

| Name | Role | Location |
| --- | --- | --- |
| Keri Davis | CHIEF FINANICAL OFFICER | Palm Beach Gardens, FL |
| Adam Kleinman | CHIEF COMPLIANCE OFFICER AND GENERAL COUNSEL | Palm Beach Gardens, FL |
| Nichole Painter Milz | CHIEF OPERATING OFFICER | — |
| Matthew Dov Kaplan | PRESIDENT | — |
| REED NICHOLAS ANDREW | CHIEF INVESTMENT OFFICER | — |
| WILSON MARIA NMN | CHIEF COMPLIANCE OFFICER | — |
| KLEINMAN ADAM | CHIEF COMPLIANCE OFFICER AND GENERAL COUNSEL; CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER AND GENERAL COUNSEL; MANAGING DIRECTOR | — |
| EHLINGER JOHN STANLEY | MANAGING DIRECTOR; PORTFOLIO MANAGER | — |
| WILSON ROBERT | CHIEF COMPLIANCE OFFICER | — |
| CHERNICOFF RICHARD | MANAGING DIRECTOR | — |
| Yates Adam Wallace | PORTFOLIO MANAGER | — |
| DAVIS KERI | CHIEF FINANICAL OFFICER | — |
| MILZ NICHOLE PAINTER | CHIEF OPERATING OFFICER | — |
| KAPLAN MATTHEW DOV | PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/284304/brochure
- Similar advisers: https://search.stillhousedata.com/firm/284304/similar
- Related entities: https://search.stillhousedata.com/firm/284304/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/284304

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.