2.15
-1.38%
Close of 9 Nov 2026, in USD
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About Great Elm Group
From its filings with the US Securities and Exchange Commission
Great Elm Group is based in Palm Beach Gardens, Florida and is incorporated in Delaware. Its shares trade on Nasdaq under the ticker GEG. The SEC classifies its business as prepackaged software. In the fiscal year to 30 June 2026, it reported revenue of $27.8m. At that date it held total assets of $113.7m and shareholders' equity of $40.8m.
GEG is a publicly-traded alternative asset management company focused on growing a scalable and diversified portfolio of long-duration and permanent capital vehicles across credit, real estate, specialty finance, and other alternative strategies.
We decided to invest in the asset management business because of our assessment of its ability to generate recurring free cash flows, its growth prospects and our Board of Directors’ (our Board) and employees’ industry expertise. GECM, our wholly-owned registered investment adviser subsidiary, is an investment adviser providing investment management services to GECC, as well as other private funds. MCRE, another wholly-owned subsidiary, provides investment management services to Monomoy UpREIT. The combined assets under management of these entities at June 30, 2026 was approximately $770.6 million.
GECC was established in 2016 and it elected to be treated as a business development company (BDC) under the Investment Company Act of 1940, as amended (the Investment Company Act). We own approximately 9.8% of GECC’s shares as of June 30, 2026. We earn dividends from these shares and may sell them to redeploy our capital in higher yielding opportunities.
Quoted from its 10-K, filed 26 Aug 2026. Read the filing on SEC.gov ↗
Company facts
- Sector
- Health Care
- Industry
- Health Care Providers & Services
- Listed since
- 11 Jun 1999
- Employees
- 24
- Website
- greatelmgroup.com ↗
- Head office
- 3801 PGA BOULEVARD, PALM BEACH GARDENS, FL, 33410
- Incorporated in
- DE
- Classification
- Services-Prepackaged Software
- Filer status
- Non-accelerated filer<br>Smaller reporting company
Leadership
Pay as last reported
- Mr. Jason ReeseExecutive Chairman of the Board, Chief Executive Officer, since 2023$1.5m
- Mr. Adam KleinmanPresident$738,291
- Ms. Keri DavisChief Financial Officer, Chief Accounting Officer
- Mrs. Nichole MilzChief Operating Officer$675,791
- Mr. Matthew DrapkinIndependent Director$312,500
- Mr. James HugarIndependent Director$160,000
- Mr. David MatterIndependent Director$140,000
- Mr. Lloyd NathanIndependent Director
- Mr. James ParmeleeIndependent Director$150,000
- Mr. Eric ScheyerIndependent Director$150,000
- Mr. Booker SmithIndependent Director
Environmental, social and governance
Scores out of 100, from our data supplier
- Overall
- 0
- Environment
- 0
- Social
- 0
- Governance
- 0
SWOT analysis
AI-generated by our data supplier. Not written or checked by our editors.
Strengths
- The company operates as a holding company with a diversified portfolio across corporate credit, specialty finance, real estate, and other asset classes.
- It manages subsidiaries including a business development company and a real estate investment trust.
- The firm has a long history with an IPO in 1999 and a headquarters in Waltham, Massachusetts.
Weaknesses
- The company employs only 24 full-time employees, indicating a small operational scale.
- The firm's subsidiaries manage multiple entities, which may complicate governance and operations.
- The company's focus on long-duration capital vehicles may limit flexibility in market changes.
Opportunities
- Expanding its portfolio into new asset classes could enhance diversification and growth.
- Growing demand for specialty finance and real estate investment vehicles presents market potential.
- The company's existing subsidiaries could be leveraged to attract additional capital.
Threats
- The small employee count may hinder the ability to respond to market demands or crises.
- Regulatory changes in the financial sector could impact the firm's operations.
- Competition from larger financial firms may challenge the company's market position.
Sources and methodology
- Data on this tab
- Our data supplier
- Chart on the Overview
- TradingView
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