CNL Strategic Capital Management reports 1 other client. Of its assets, 100.0% ($1.54B across 1 account) are managed with discretion. It advised 1 client without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Other | 100% | 100% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Other | 1 | $1.54B | 100.0% | $1.54B |
| Total | 1 | $1.54B | 100% | $1.54B |
- Clients
- 1
- Regulatory AUM
- $1.54B
- AUM share
- 100.0%
- Avg. per client
- $1.54B
Total
- Clients
- 1
- Regulatory AUM
- $1.54B
- AUM share
- 100%
- Avg. per client
- $1.54B
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 1
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
CNL Strategic Capital Management is paid through a percentage of assets under management and performance-based fees; its fees and minimums are set out in its brochures on the SEC website.
CFG Xvi, Inc. owns 75% or more of CNL Strategic Capital Management and is in turn owned by CNL Financial Group, LLC (75% or more). Chirag Bhavsar is CEO; the leadership team includes Chief Financial Officer Tammy Tipton and Chief Compliance Officer Julie Eason. It has 7 employees, 3 of them in advisory roles.
Leadership
- Chirag BhavsarChief Executive Officer
- Tammy TiptonChief Financial Officer and Treasurer
- Julie EasonChief Compliance Officer
- Chirag BhavsarManager of Managing Member
- Bradley YochumSecretary
Staff
- 7 employees
- 3 in advisory functions
- 2 state-registered reps
- 2 broker-dealer reps
- Owns 75% or more of CNL Strategic Capital Management, LLC
CFG Xvi, Inc.
Control person · since August 2016
- Owns 75% or more of CFG Xvi, Inc.
CNL Financial Group, LLC
Control person · since August 2016
- Owns 75% or more of CNL Financial Group, LLC
CNL Holdings, LLC
Control person · since November 2008
- Owns 75% or more of CNL Holdings, LLC
James Seneff
Control person · since November 2008
CNL Strategic Capital Management’s regulatory assets grew 4.9× from $314M (March 2021) to $1.54B (August 2026); clients were 1 in both filings and employees fell from 8 to 7.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| August 2026 | $1.54B | 1 | 7 | 1 |
| March 2025 | $1.29B | 1 | 8 | 1 |
| March 2024 | $1.01B | 1 | 8 | 1 |
| March 2023 | $733M | 1 | 8 | 1 |
| March 2022 | $515M | 1 | 8 | 1 |
| March 2021 | $314M | 1 | 8 | 1 |
Besides its headquarters, CNL Strategic Capital Management has 0 offices, with 1 listed address in Florida.
Florida · 1 listed address
- 450 S. Orange Ave., Suite 1400, OrlandoHQ
Contact and registration details
- Legal name
- CNL Strategic Capital Management, LLC
- Headquarters
- 450 S. Orange Ave., Suite 1400, Orlando, FL 32801
- Website
- cnlstrategiccapital.com
- Phone
- 407-650-1000
- SEC file
- 801-110050
- Structure
- Delaware LLC
- Fiscal year end
- December
CNL Strategic Capital Management uses Valley National Bank ($61.7M) as custodian for its separately managed accounts. CNL Strategic Capital Management has custody of $1.54B in client assets for 1 client.
- Valley National BankValley National Bank · Wayne, NJ · $61.7M100%
What the accounts hold
- Cash4%
- Other96%
- Debt and equity interest in owned businesses96%
How many clients does CNL Strategic Capital Management have?
CNL Strategic Capital Management has 1 client and manages $1.54 billion for them, as of August 2026. They include 1 other client.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 18 August 2026
Which custodians does CNL Strategic Capital Management use?
CNL Strategic Capital Management’s separately managed account assets are held at Valley National Bank (Wayne, NJ), with $61.7M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 18 August 2026
How many financial advisors does CNL Strategic Capital Management have?
CNL Strategic Capital Management has 2 investment adviser representatives registered with state securities authorities, out of 7 employees, and 3 perform investment advisory functions. 2 employees are registered representatives of a broker-dealer and 0 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does CNL Strategic Capital Management invest in?
At the end of its last fiscal year, CNL Strategic Capital Management’s separately managed accounts held 96% other and 4% cash and equivalents. The 96% other category is described as: Debt and Equity Interest in Owned Businesses.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns CNL Strategic Capital Management?
CNL Strategic Capital Management is owned through a chain of holding companies by James Seneff. Its direct owner is CFG Xvi, Inc. (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 18 August 2026
How does CNL Strategic Capital Management get paid?
CNL Strategic Capital Management is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact CNL Strategic Capital Management?
CNL Strategic Capital Management’s main office is at 450 S. Orange Ave., Suite 1400, Orlando, FL 32801. Its phone number is 407-650-1000. Its website is cnlstrategiccapital.com.