Capital Flow Monitor · Sponsors · CIK 1831096

Great Elm Group, Inc.

3801 PGA BOULEVARD, PALM BEACH GARDENS, FL, 33410 · 617-375-3006

Investing · Corporation· inc. DELAWARE true 2020

Fit score

Offering

$9.0M

Sold

$9.0M

% sold

100.0%

Investors

1

Min investment

$0

Exemption

506(b)

Filing history

FiledFormRuleOfferingSold% soldInvestors
2025-08-28 D ·current 506(b) $9.0M $9.0M 100.0% 1 EDGAR ↗
2025-08-01 D 506(b) $2.9M $2.9M 100.0% 4 EDGAR ↗

Related persons

Executive officers, directors and promoters, as filed.

  • Jason Reese — Executive Officer / Director, Palm Beach Gardens, FL
  • James Hugar — Director, Palm Beach Gardens, FL
  • David Matter — Director, Palm Beach Gardens, FL
  • Eric Scheyer — Director, Palm Beach Gardens, FL
  • Matthew Drapkin — Director, Palm Beach Gardens, FL
  • James Parmelee — Director, Palm Beach Gardens, FL
  • Lloyd Nathan — Director, Palm Beach Gardens, FL
  • Booker Smith — Director, Palm Beach Gardens, FL
  • Keri Davis — Executive Officer, Palm Beach Gardens, FL
  • Nichole Milz — Executive Officer, Palm Beach Gardens, FL
  • Adam Kleinman — Executive Officer, Palm Beach Gardens, FL

Placement agents

Source: SEC EDGAR Form D. Self-reported by the issuer. Not investment advice.