SourcingSourcing

GREAT NORTHERN ASSET MANAGEMENT, INC.

B64
CRD 166788·SEC 801-77614·WINTER PARK, FL
AUM
$73.1M
$25M-$100M
Est. Revenue
$731K
@ 1% on AUM
Est. EBITDA
$219K
@ 30% margin
Est. Deal Value
$1.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
GREAT NORTHERN ASSET MANAGEMENT, INC.
CRD
166788
SEC file #
801-77614
EIN
000000000
DBA names
Lyons Investment Management

Economics

AUM
$73.1M
AUM band
$25M-$100M
AUM trajectory
'21'26
$85.1M → $73.1M▼ -14%
Client mix
Individuals Other15
Individuals High Net Worth14
Pension Profit Sharing Plans2
Corporations2
Other2

Operations

Employees (total)
5
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
2 advisors → 2 advisors▬ 0%
Primary office
WINTER PARK FL
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — businesses
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/25/2026
ADV-W filed at
—
Website
gnci.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
GNAM ACQUISITION CORP.
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
2
Control Persons
GNAM ACQUISITION CORP.
ZAVANELLI, MARK, DAVID
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
GNCI.COM
Rdap Domain Creation Date
1998-09-26T04:00:00Z
Rdap Firm Age Years
28
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001384277
Edgar Registered
Yes
Edgar Filing Count
30
Edgar First Filing Date
2007-01-03
Edgar Last Filing Date
2013-02-13
Edgar 13f Count
30
Edgar 13f Latest AUM Estimate
Filing Date2013-02-13
Accession0001144204-13-008261

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

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
1
Bc Firm IAR Count
1
Custodian Candidates
Full
E*trade4
U.s. Bank1
Morgan Stanley1
Edgar Addresses
Mailing
332 MINNESOTA STREETSUITE W2900MINNEAPOLIS, MN 55101
Business
332 MINNESOTA STREETSUITE W2900MINNEAPOLIS, MN 55101
Edgar EIN
000000000
Edgar Recent Filings
13F-HR2013-02-13 · 0001144204-13-008261
13F-HR2012-11-09 · 0001144204-12-060753
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2029-09-25T04:00:00Z
Rdap Domain Last Changed
2024-07-16T14:07:12Z
Rdap Nameservers
Ns1.justhost.comNs2.justhost.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Trust Company Affiliate
Yes

People (1)

1
ZAVANELLI, MARK, DAVID
IAR · Executive Officer · 2.5%
2957965