Great Elm

Private Equity Exempt reporting adviser

Legal name: Great Elm, LLC

AUM

$53.5M
Private fund assets

Private funds

3
Private Equity 3

Private fund assets

$53.5M
Gross asset value

Employees

—

Last Form D raise

Dec 2025
Most recent fund filing

From SEC Form ADV filing (filed Jun 23, 2026). View on SEC

People(1)

Owners and executive officers named on the firm's SEC Form ADV.

Funds(3)

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
Arbour Way Investors Holdco, LLCPrivate Equity$42.9M$16.6M9Dec 2025Warm
Awi Parallel, LLCPrivate Equity$7.0M———
Awi Holdco 1, LLCPrivate Equity$3.6M———

Board seats

Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.

No board seats matched from SEC filings yet.

Regulatory identifiers

CRD number
333969
SEC file number
802-131635

Sources