CNL RESIDENTIAL CREDIT MANAGER
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
FINTRXOverview
CNL Residential Credit Manager is a limited liability company that operates as an institutional-focused investment adviser. Registered with the SEC in 2025, the firm positions itself around residential credit investment strategies and works as a related adviser within a broader corporate grouping. It reports a client base made up of institutional investors and charges a mix of percentage-of-assets-under-management and performance-based fees. The firm maintains a set of industry affiliations that extend beyond pure advisory work: it has roles tied to broker-dealer activity and to sponsoring or acting as general partner/managing member of private pooled vehicles and limited partnerships. CNL Residential Credit Manager is not classified as a capital allocator, it does not identify as an active ESG investor, and it does not operate as a multi-state adviser or pension consultant.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2TAMMY TIPTON
Chief Financial OfficerCRD 1912968
CHIRAG BHAVSAR
Co-CEOCRD 6759337
Contacts
2 of 2Julie Eason
Senior Vice PresidentCRD 7112108
BRADLEY YOCHUM
CCOCRD 6232818
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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