CNL STRATEGIC CAPITAL MANAGEMENT, LLC
Firm details
- Headquarters
- ORLANDO, Florida
- CRD number
- 286342
- Registered since
- March 2, 2017
- Website
- www.cnlstrategiccapital.com
- Custodians
- VALLEY NATIONAL BANK
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Other100%
Firm profile
FINTRXOverview
CNL Strategic Capital Management, LLC is an SEC-registered advisory LLC formed in 2017 that operates with a mix of percentage-of-AUM and performance-based fee arrangements. The firm is designated as a domestic entity and individual owner type and is not classified into a standard advisory category in the provided data. It is not an active ESG investor, is not registered as a multi-state adviser, and does not present itself as a capital allocator or pension consultant. The firm’s activities and affiliations indicate involvement across multiple parts of the investment value chain: it has roles as a broker-dealer and as another type of investment adviser, and it sponsors limited partnerships and pooled investment vehicles. It also serves as sponsor, general partner, or managing member of pooled vehicles, which aligns with its use of externally managed alternative funds.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Other94%
- Cash & Cash Equivalents6%
Owners & executives
2 of 2CHIRAG BHAVSAR
Co-CEOCRD 6759337
TAMMY TIPTON
Chief Financial OfficerCRD 1912968
Contacts
2 of 2BRADLEY YOCHUM
CCOCRD 6232818
Julie Eason
Senior Vice PresidentCRD 7112108
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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