CNL Strategic Capital Management, LLC

Overview

CNL Strategic Capital Management, LLC is an institutional registered investment adviser organized as an LLC and registered with the SEC in 2017. The firm charges asset-based fees and can receive performance-based compensation, and it does not position itself as an ESG-focused manager. Its ownership is listed as a domestic entity/individual and it is not registered as a multi-state adviser. The firm’s regulatory filings and disclosures show a mix of roles beyond traditional advisory activity: it has affiliations as a broker-dealer, an additional investment adviser, a sponsor of limited partnerships (excluding pooled investment vehicles), and as sponsor/GP/managing member of pooled investment vehicles. Those sponsor and GP roles indicate the firm both advises and can structure or run pooled investment vehicles alongside its advisory business.

Assets & Accounts

Investments & Alternatives