Great Elm Group, Inc.
Close on Oct 19, 2026
- Market cap
- $64.08M
- P/E (TTM)
- –
- Dividend yield
- –
About Great Elm
Services-Prepackaged Software, SIC 7372
Great Elm Group, Inc. operates as an alternative asset management firm focusing on investment strategies across credit, real estate, and specialty finance. Through its wholly-owned subsidiaries, the company provides investment management services to a business development company as well as a private real estate investment trust focused on single-tenant industrial outdoor storage and warehouse properties. Additionally, the firm conducts build-to-suit development initiatives through commercial leasing arrangements and provides integrated construction and consulting services. Its client and customer base includes investment vehicles, managed private funds, property tenants, and construction consulting clients.
The company operates primarily within the United States, maintaining office leases and development activities across states including Florida, Massachusetts, and South Carolina. It employed fifty-two people as of mid-2026. Great Elm Group is headquartered in Palm Beach Gardens, Florida.
Summary of the business section of Great Elm's latest annual report, written by StockData.
Company profile
Company
- Legal name
- Great Elm Group, Inc.
- Headquarters
- Palm Beach Gardens, FL
- Address
- 3801 Pga Boulevard, Suite 603 33410
- Phone
- (617) 375-3006
- Website
- greatelmgroup.com
- Employees
- 52, Jun 30, 2026
- Industry
- Services-Prepackaged Software
- Incorporated in
- Delaware
- Fiscal year ends
- June 30
- Auditor
- Deloitte & Touche LLP, Boston, Massachusetts
Stock & identifiers
- Ticker
- GEG
- Other tickers
- GEGGL
- Exchange
- Nasdaq
- IPO date
- Jun 11, 1999
- Shares outstanding
- 31M, Aug 20, 2026
- Public float
- $30.27M, Dec 31, 2025
- Filer category
- Non-accelerated filer<br>Smaller reporting company
- Stock splits
- 1-for-12 reverse, Jan 6, 2016; 1-for-3 reverse, Oct 22, 2003; 2-for-1, Nov 15, 1999
- SEC CIK
- 1831096
- CUSIP
- 39037G109
- ISIN
- US39037G1094
- LEI
- 549300EGSCCDHJ89P871
Executives and directors
Officers and directors who filed ownership reports (Forms 3, 4, 5) in the last two years
| Name | Position | Shares owned |
|---|---|---|
| Jason W. Reese | See remarks, Director | 7,383,973 |
| Keri Davis | Chief Financial Officer | 55,846 |
| Adam M. Kleinman | President | 625,498 |
| Nichole Milz | Chief Operating Officer | 243,582 |
| Lloyd Nathan | Director | 49,348 |
| James P. Parmelee | Director | 464,462 |
| David Matter | Director | 508,765 |
| David W. Schwartz | Director | 626,531 |
| Booker Smith | Director | 43,601 |
| Matthew A. Drapkin | Director | 3,034,758 |
| Eric J. Scheyer | Director | 478,862 |
| James H. Hugar | Director | 343,067 |
CEO pay and shareholder return
Pay versus performance table from the proxy statement
| Fiscal year | CEO total pay | CEO pay actually paid | Other executives (avg) | Value of $100 invested | Peer group |
|---|---|---|---|---|---|
| FY2025 Jason WReese | $1.25M | $1.06M | $741.93K | $96 | – |
| FY2025 Peter AReed | $0 | $0 | $741.93K | $96 | – |
| FY2024 Jason WReese | $1.53M | $1.34M | $707.04K | $84 | – |
| FY2024 Peter AReed | $0 | $0 | $707.04K | $84 | – |
| FY2023 Jason WReese | $1.47M | $1.73M | $698.34K | $95 | – |
| FY2023 Peter AReed | $693.90K | $609.15K | $698.34K | $95 | – |
“Actually paid” adjusts reported pay for changes in the value of equity awards. Shareholder return assumes $100 invested at the start of the measurement period, as disclosed by the company.
Employees
Headcount reported in annual reports
“We had 52 employees as of June 30, 2026.”
Corporate history
Events identified from SEC filings
| Date | Event | Details |
|---|---|---|
| Sep 16, 2024 | Auditor change | Change in certifying accountant (8-K Item 4.01) |
| Jan 3, 2023 | Acquisition / sale | Completion of acquisition or disposition of assets (8-K Item 2.01) |
| Jun 17, 2022 | Listing | Registration of securities on an exchange (Form 8-A) |
| May 5, 2022 | Acquisition / sale | Completion of acquisition or disposition of assets (8-K Item 2.01) |
| Jun 24, 2021 | Acquisition / sale | Completion of acquisition or disposition of assets (8-K Item 2.01) |