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CNL Strategic Capital Management LLC
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CRD # | 286342 |
SEC # | 801-110050 |
CIK # | 0001684682 |
AUM | $732.5 MM (2023-03-29) |
Employees | 8 (38% Investors, 25% Brokers) |
Phone | 407-650-1000 |
Address | 450 S Orange Ave Orlando, FL 32801 |
Source | [IAPD] [EDGAR] |
Total AUM ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 0 | 0.0 |
(b) Individuals (high net worth individuals) | 0 | 0.0 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 1 | 732.5 |
Total | 1 | 732.5 |
By Discretionary | ||
Discretionary | 1 | 732.5 |
Non-Discretionary | 0 | 0.0 |
Total | 1 | 732.5 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 732.5 | |
Total | 1 | 732.5 |
EDGAR Form | CIK | 2011 - 2023 |
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10-K | [0001684682] | |
10-Q | [0001684682] | |
3 | [0001684682] | |
4 | [0001684682] | |
8-K | [0001684682] | |
D | [0001684682] |
Related Firms | State | AUM ($BB) |
---|---|---|
CNL Strategic Capital Management LLC
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|
FL | 0.7 |
CNL Educational Institute LLC
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|
FL | 0.0 |
CNL Fund Advisors Company
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|
FL | 0.0 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Petiole USA Limited
✚
|
NY | 1.0 |
Morgan Properties Special Situations II LLC
✚
|
PA | 1.0 |
CornerStone Trust Management Services LLC
✚
|
PA | 1.0 |
Lion Capital Americas Inc
✚
|
CA | 0.9 |
Levine Leichtman Strategic Capital LLC
✚
|
CA | 0.7 |
Innovative Capital Advisors LLC
✚
|
IL | 0.7 |
Invictus Fiduciary Services LLC
✚
|
TN | 0.6 |
Icon Infrastructure North America Inc
✚
|
0.6 | |
Fund Direct Advisors Inc
✚
|
NC | 0.5 |
DRI Capital US Inc
✚
|
NY | 0.4 |