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Chief Operating Officer · Great Elm Capital Management, LLC

Nichole P. Milz

CRD 4495802 · Named on Form ADV at one SEC-registered adviser

At a glance

Great Elm Capital Management, LLC, an SEC-registered asset manager based in Palm Beach Gardens, FL with $346 million in regulatory assets, lists Nichole P. Milz on its Form ADV as Chief Operating Officer, a control person.

Firms and roles

AtlasMembers

Nichole’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Adam KleinmanChief Compliance Officer and General Counsel, Great Elm Capital Management, LLC
  • Keri DavisChief Finanical Officer, Great Elm Capital Management, LLC
  • Matthew D. KaplanPresident, Great Elm Capital Management, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Nichole’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.