Paul Alotta
Investment adviser representative at Great Elm Capital Management, LLC
12 yearsExperience
1 stateRegistered in
$346.1MFirm assets
10 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
12 years in the industry.
- Great Elm Capital Management, Inc.May 2022 to now
- Imperial Capital Asset Management, LLCSep 2017 to May 2022
- North Ridge Securities CorpDec 2014 to Aug 2017
- Landau, Arnold, LauferJan 2014 to Sep 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (MA).
Great Elm Capital Management, LLC
$346.1MAssets managed
3Clients
1Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1663195
- Firm CRD
- 284304