CNL Residential Credit Manager

RIASEC RegisteredEst. 2025
Total AUM
$48M
Discretionary
$48M
100% of AUM
Avg account
$48M
Accounts
1
Employees
5
Advisory reps
4

Firm details

Headquarters
Orlando, Florida
CRD number
335786
Registered since
May 9, 2025
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%

Firm profile

FINTRX

Overview

CNL Residential Credit Manager is organized as an LLC and operates as an institutional Registered Investment Adviser. The firm is SEC-registered as of 2025 and identifies its client base as institutional. Ownership is listed as a combination of a domestic entity and an individual, and the adviser is marked as related to other adviser entities, indicating it sits inside a broader operating group. Fee arrangements combine a percentage-of-assets model with performance-based fees, consistent with active management of specialized strategies. The firm is not flagged as an active ESG investor, is not a multi-state adviser, and is not positioned as a pension consultant. Industry affiliations show a broader set of roles beyond pure advisory work: the firm is connected with broker-dealer activity and functions as a sponsor, general partner, or managing member of pooled investment vehicles, as well as a sponsor of limited partnerships (excluding pooled investment vehicles).

Assets & Accounts

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • Tammy Tipton

    Tammy Tipton

    Chief Financial OfficerCRD 1912968

  • Chirag Bhavsar

    Chirag Bhavsar

    Co-ceoCRD 6759337

Contacts

2 of 2
  • Julie Eason

    Julie Eason

    Senior Vice PresidentCRD 7112108

  • Bradley Yochum

    Bradley Yochum

    CCOCRD 6232818

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Orlando, FL

Orange

Location

Orlando, FL

Headquartered in Orlando, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.

Metro area
Orlando-Lakeland-Deltona, FL
Region
South
County
Orange
Address
450 S Orange Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth