Great Elm Group Raises $250 Million and Reports Growth in Assets Under Management

Reuters
2025/11/13
<a href="https://laohu8.com/S/GECC">Great Elm</a> Group Raises $250 Million and Reports Growth in Assets Under Management

Great Elm Group Inc. reported its fiscal 2026 first quarter financial results, highlighting nearly $250 million in recent capital raises for the company and its credit and real estate vehicles. As of September 30, 2025, pro forma fee-paying assets under management (AUM) grew 10% year-over-year, while total AUM increased 7% year-over-year. The company's real estate segment completed the sale of its second Monomoy build-to-suit development property for $7.4 million in September. During the quarter, Great Elm announced a strategic partnership with Kennedy Lewis Investment Management, which included the purchase of approximately 1.4 million shares of Great Elm common stock at $2.11 per share, a private placement of 1.3 million shares to an affiliate of Booker Smith for $15 million, the issuance of 1.1 million shares via an at-the-market program for $13 million, and the issuance of $57.5 million of 7.75% notes due 2030. The company's private credit strategy delivered a net return of approximately 15.2% calendar year-to-date through September 30, 2025.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Great Elm Group Inc. published the original content used to generate this news brief via EDGAR, the Electronic Data Gathering, Analysis, and Retrieval system operated by the U.S. Securities and Exchange Commission (Ref. ID: 0001193125-25-277632), on November 12, 2025, and is solely responsible for the information contained therein.

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