Great Elm Group, Inc. Stock: price and directors' dealings · United States · SEC (Form 4)

About Great Elm Group, Inc.

Great Elm Group, Inc. is a United States-based alternative asset manager listed on the NASDAQ in the United States. The company operates from Palm Beach Gardens, Florida, with additional offices in Boston and Charleston. Its current form reflects a broader corporate reorganization and name change completed in December 2020, when the former Great Elm Capital Group structure was reorganized into Great Elm Group. ([sec.gov](https://www.sec.gov/Archives/edgar/data/0001831096/000119312525194119/geg-20250630.htm)) From a business model perspective, Great Elm is focused on building a scalable portfolio of long-duration and permanent-capital vehicles across credit, real estate, specialty finance, and other alternative strategies. In its latest annual filing, the company describes itself as a single operating segment centered on asset management and related services. Its platform includes management of Great Elm Capital Corp. (GECC), a publicly traded business development company, and Monomoy Properties REIT, an industrial outdoor storage (IOS)-focused real estate investment trust. The group also supports a growing real estate services stack through Monomoy CRE, MBTS, and Monomoy Construction Services. ([sec.gov](https://www.sec.gov/Archives/edgar/data/0001831096/000119312525194119/geg-20250630.htm)) Great Elm’s competitive position is that of a niche, specialized public alternative manager rather than a broad-based asset gatherer. The company appears to compete by combining recurring fee streams with vertically integrated real estate capabilities and exposure to less crowded investment themes such as IOS. That strategy is intended to provide both income visibility and optionality for growth, while limiting dependence on any single product line. The company also maintains investment management operations through wholly owned advisory subsidiaries, which helps reinforce its platform economics. ([sec.gov](https://www.sec.gov/Archives/edgar/data/0001831096/000119312525194119/geg-20250630.htm)) Recent developments have been material. In July 2025, Great Elm announced a strategic partnership with Kennedy Lewis Investment Management (KLIM), including KLIM’s purchase of 4.9% of Great Elm’s common stock and a $150 million debt investment in Monomoy Properties REIT to accelerate the IOS platform. In February 2025, the company acquired the assets of Greenfield CRE and formed Monomoy Construction Services, expanding its integrated construction and development capabilities. In its fiscal second-quarter 2026 update, issued in February 2026, Great Elm reported approximately $561 million of fee-paying AUM and $740 million of total AUM, alongside a share repurchase program and continued development progress in its real estate platform. ([greatelmgroup.com](https://www.greatelmgroup.com/press-releases/press-release-details/2025/Great-Elm-Group-Announces-Strategic-Partnership-with-Kennedy-Lewis-Investment-Management/default.aspx?utm_source=openai))