CNL Strategic Capital Management, LLC

Overview

CNL Strategic Capital Management, LLC is a limited liability company that has been SEC-registered since 2017. Ownership appears to include both a domestic entity and an individual. The firm operates as an advisory and sponsor-type business, with affiliations that extend into broker-dealer activity and roles as sponsor, general partner, or managing member of pooled investment vehicles. It charges clients a mix of percentage-of-AUM fees and performance-based fees and does not identify as an active ESG investor. Regulatory and operational descriptors indicate the firm is not a multi-state adviser and is not positioned as a pension consultant or related adviser. The adviser reports being unclassified in FINTRX’s taxonomy and is not identified as a capital allocator.

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Location & Offices