GAGNONLEE MANAGEMENT

C14
CRD 161696·SEC 802-74515·NEW YORK, NY
AUM
Est. Revenue
@ 1% on AUM
Est. EBITDA
@ 30% margin
Est. Deal Value
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
GAGNONLEE MANAGEMENT
CRD
161696
SEC file #
802-74515
EIN
DBA names
Gagnonlee ManagementGagnonlee Management, Llc

Economics

AUM
AUM band
AUM trajectory
Client mix

Operations

Employees (total)
Advisory staff (per ADV)
Advisory staff (5-yr trend)
Primary office
NEW YORK NY
Branches

Custodian & Brokerage

Primary custodian
JPMorganlow confidence
Services offered
Fee basis

Filings

Latest ADV filing
ADV-W filed at
Website

Compliance

Disclosures (firm)
1
Trademark
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
LEE ASSOCIATES LLC
Top Owner Pct
62.5
Top Owner Entity Kind
DE
Owner Count
6
Control Persons
LEE ASSOCIATES LLC
GAGNON ADMINISTRATIVE SERVICES LLC
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (5)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Jpmorgan3