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 LLC is an SEC-registered adviser (registration noted in 2025) that serves institutional clients. The firm charges both a percentage-of-assets fee and can earn performance-based fees. It does not identify as an active ESG investor, is not registered as a multi-state adviser, and is not positioned as a pension consultant. The firm is flagged as a related adviser and indicates it does not act as a capital allocator. Firm filings and disclosures list a range of industry roles: the entity is affiliated with broker-dealer activity, operates as an investment adviser, and serves as a sponsor and manager in pooled investment vehicles as well as sponsor of limited partnerships (excluding pooled vehicles). Those affiliations suggest the firm is involved on both the sponsor/GP side of sponsored funds and in advisory capacities to institutional mandates.

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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