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⚲
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| CNL Strategic Asset Management LLC
✚
| |
|---|---|
| CRD # | 312215 |
| SEC # | 801-120227 |
| CIK # | |
| AUM | $4.4 MM (2024-03-29) |
| Employees | 5 (40% Investors, 40% Brokers) |
| Phone | 407-650-1000 |
| Address | 450 South Orange Avenue Orlando, FL 32801 |
| Source | [IAPD] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 4.4 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1 | 4.4 |
| By Discretionary | ||
| Discretionary | 1 | 4.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1 | 4.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.4 | |
| Total | 1 | 4.4 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
M3Sixty Capital LLC
✚
|
KS | 0.0 |
|
CQL Capital Management
✚
|
MO | 0.0 |
|
Teucrium Investment Advisors LLC
✚
|
VT | 0.0 |
|
Volt Equity LLC
✚
|
CA | 0.0 |
|
Adler Asset Management LLC
✚
|
NY | 0.0 |
|
Alpha Blue Capital Management LP
✚
|
CA | 0.0 |
|
Kaiju ETF Advisors
✚
|
NJ | 0.0 |
|
KURV Investment Management LLC
✚
|
CA | 0.0 |
|
Distribution Cognizant LLC
✚
|
CA | 0.0 |
|
Brendan Wood Topgun Partnerships Inc
✚
|
0.0 |