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| Keyboard |
| BC Advisors LLC
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|---|---|
| CRD # | 142982 |
| SEC # | 801-67595 |
| CIK # | 0001349003 |
| AUM | 4,734.9 M (2026-03-26) |
| Employees | 7 (86% Investors, 100% Brokers) |
| Fees | |
| Minimum | |
| Phone | 856-793-5000 |
| Address | 102 Gaither Drive Mt Laurel, NJ 08054 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 100 | 4.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 0.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 102 | 4.7 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 102 | 4.7 |
| Total | 102 | 4.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.7 | |
| Total | 102 | 4.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 3 | [0001349003] | |
| 4 | [0001349003] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
|
Great Elm Group Inc GEG
Common Stock
|
2025-07-14 | Other | 207,570 | $2.07 | 429,670 |
|
Great Elm Group Inc GEG
Common Stock
|
2025-07-14 | Other | 207,570 | $2.07 | 429,670 |
|
Great Elm Group Inc GEG
5.0% Convertible Senior PIK Note due 2030 · derivative
|
2025-07-14 | Other | $100.00 | ||
|
Great Elm Group Inc GEG
5.0% Convertible Senior PIK Note due 2030 · derivative
|
2025-07-14 | Other | $100.00 | ||
|
Great Elm Group Inc GEG
Common Stock
|
2025-01-13 | Other | 409,577 | $0.00 | |
|
Great Elm Group Inc GEG
5.0% Convertible Senior PIK Note due 2030 · derivative
|
2025-01-13 | Other | $0.00 | ||
|
Great Elm Group Inc GEG
Common Stock
|
2024-05-23 | Buy | 5,015 | $1.75 | 8,776 |
|
Great Elm Group Inc GEG
Common Stock
|
2024-05-22 | Buy | 20,001 | $1.76 | 35,202 |
|
Great Elm Group Inc GEG
Common Stock
|
2024-05-21 | Buy | 24,984 | $1.77 | 44,222 |
|
Great Elm Group Inc GEG
Common Stock
|
2023-11-15 | Buy | 23,384 | $1.99 | 46,534 |
|
Great Elm Group Inc GEG
Common Stock
|
2023-11-14 | Buy | 185,562 | $1.99 | 369,268 |
|
Great Elm Group Inc GEG
Common Stock
|
2023-11-13 | Buy | 14,438 | $1.95 | 28,154 |
|
Great Elm Group Inc GEG
Common Stock
|
2023-06-06 | Buy | 2,970 | $2.10 | 6,237 |
|
Great Elm Group Inc GEG
Common Stock
|
2023-06-05 | Buy | 8,850 | $2.08 | 18,408 |
|
Great Elm Group Inc GEG
Common Stock
|
2023-06-02 | Buy | 3,005 | $2.10 | 6,310 |
|
Great Elm Group Inc GEG
Common Stock
|
2023-05-31 | Buy | 4,678 | $2.06 | 9,637 |
|
Great Elm Group Inc GEG
Common Stock
|
2023-05-26 | Buy | 4,491 | $2.05 | 9,207 |
|
Great Elm Group Inc GEG
Common Stock
|
2023-05-22 | Buy | 2,612 | $2.06 | 5,381 |
|
Great Elm Group Inc GEG
Common Stock
|
2023-05-19 | Buy | 243,991 | $2.00 | 487,982 |
|
Great Elm Group Inc GEG
Common Stock
|
2023-05-18 | Buy | 50,000 | $1.97 | 98,500 |
| showing 20 of 200 most recent transactions | |||||
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