CNL RESIDENTIAL CREDIT MANAGER

RIASEC RegisteredEst. 2025
Total AUM
$23.5M
Discretionary
$23.5M
100% of AUM
Avg account
$23.5M
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 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

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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

    Chief Financial OfficerCRD 1912968

  • CHIRAG BHAVSAR

    Co-CEOCRD 6759337

Contacts

2 of 2
  • Julie Eason

    Senior Vice PresidentCRD 7112108

  • 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