Great Northern Asset Management, Inc.
- Regulatory AUM
- $73.1M
- Discretionary
- $73.1M
- Clients
- 35
- Avg AUM / client
- $2.1M
- Accounts
- 61
- Employees
- 5
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 25, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 15 | $6.4M | 8.8% |
| High net worth individuals | 14 | $49.4M | 67.6% |
| Pension and profit sharing plans | 2 | $3.2M | 4.4% |
| Corporations and other businesses | 2 | $10.6M | 14.4% |
| Other | 2 | $3.5M | 4.77% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Mark David Zavanelli | Owner | CFA | Dec 2012 (14y) | ≈ 37.5% – 75% via Gnam Acquisition Corp. |
| Alexander Read | Shareholder | Oct 2019 (7y) | ≈ 18.75% – 50% via Gnam Acquisition Corp. |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Gnam Acquisition Corp. | Owner | Dec 2012 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Mark David Zavanelli: 50% – 75% of Gnam Acquisition Corp. × 75% – 100% direct ≈ 37.5% – 75% of the firm
- Alexander Read: 25% – 50% of Gnam Acquisition Corp. × 75% – 100% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/25/2026 | 1.09 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- U.S. Bank $58.2M (80% of AUM) Mar 2026
- State Street $14.6M (16% of AUM) Sep 2021
- Comerica Inc. $13.7M (19% of AUM) Nov 2023
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 25, 2026.
View current Form ADV (SEC/IAPD) ↗