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| CNL Strategic Capital Management LLC
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| |
|---|---|
| CRD # | 286342 |
| SEC # | 801-110050 |
| CIK # | 0001684682 |
| AUM | $1.0 BB (2024-03-29) |
| Employees | 8 (38% Investors, 25% Brokers) |
| Phone | 407-650-1000 |
| Address | 450 S Orange Ave Orlando, FL 32801 |
| Source | [IAPD] [EDGAR] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 1 | 1,013.1 |
| Total | 1 | 1,013.1 |
| By Discretionary | ||
| Discretionary | 1 | 1,013.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1 | 1,013.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,013.1 | |
| Total | 1 | 1,013.1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 10-K | [0001684682] | |
| 10-Q | [0001684682] | |
| 3 | [0001684682] | |
| 4 | [0001684682] | |
| 8-K | [0001684682] | |
| D | [0001684682] |
| Related Firms | State | AUM ($BB) |
|---|---|---|
|
CNL Strategic Capital Management LLC
✚
|
FL | 1.0 |
|
CNL Educational Institute LLC
✚
|
FL | 0.0 |
|
CNL Fund Advisors Company
✚
|
FL | 0.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Cherry Hill Mortgage Management LLC
✚
|
NJ | 1.4 |
|
Hermes GPE USA Inc
✚
|
NY | 1.3 |
|
Petiole USA Limited
✚
|
NY | 1.1 |
|
325 Fillmore LLC
✚
|
CO | 1.0 |
|
Levine Leichtman Strategic Capital LLC
✚
|
CA | 1.0 |
|
CornerStone Trust Management Services LLC
✚
|
FL | 1.0 |
|
Mortgage Industry Advisory Corporation
✚
|
NY | 0.9 |
|
Oak Thistle LLC
✚
|
NY | 0.8 |
|
Innovative Capital Advisors LLC
✚
|
IL | 0.7 |
|
Invictus Fiduciary Services LLC
✚
|
TN | 0.6 |