{"url":"https://nivawealth.com/firms/cnl-strategic-capital-management-286342","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/286342","regulatoryAum":1538398057,"crd":"286342","history":[{"filedOn":"2021-03-12","regulatoryAum":314077375,"clients":1,"employees":8,"offices":1},{"filedOn":"2022-03-31","regulatoryAum":514843574,"clients":1,"employees":8,"offices":1},{"filedOn":"2023-03-29","regulatoryAum":732543104,"clients":1,"employees":8,"offices":1},{"filedOn":"2024-03-29","regulatoryAum":1013147000,"clients":1,"employees":8,"offices":1},{"filedOn":"2025-03-27","regulatoryAum":1287650000,"clients":1,"employees":8,"offices":1},{"filedOn":"2026-08-18","regulatoryAum":1538398057,"clients":1,"employees":7,"offices":1}],"secFileNumber":"801-110050","legalName":"CNL Strategic Capital Management, LLC","displayName":"CNL Strategic Capital Management","slug":"cnl-strategic-capital-management-286342","website":"https://cnlstrategiccapital.com/","classification":{"segment":"institutions","segmentLabel":"Institutional","type":"institutional_asset_manager","typeLabel":"Asset manager","feeDisclosure":"payment_only"},"founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"450 S. Orange Ave., Suite 1400","city":"Orlando","state":"FL","stateName":"Florida","country":"United States","postalCode":"32801"},"tradeNames":[],"registration":{"secApproved":"2 March 2017","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":null,"staff":{"employees":7,"advisory":3,"brokerDealerReps":2,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":1538398057,"discretionary":1538398057,"discretionaryAccounts":1,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":1},"clientTypes":[{"label":"Other","clients":1,"regulatoryAum":1538398057}],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[{"name":"Valley National Bank","shortName":"Valley National Bank","location":"Wayne, NJ","smaAssets":61701000}],"custodyNote":"CNL Strategic Capital Management has custody of $1.54B in client assets for 1 client.","otherCustodians":[],"leadership":[{"name":"Chirag Bhavsar","title":"Chief Executive Officer","crd":"6759337"},{"name":"Tammy Tipton","title":"Chief Financial Officer and Treasurer","crd":"1912968"},{"name":"Julie Eason","title":"Chief Compliance Officer","crd":"7112108"},{"name":"Chirag Bhavsar","title":"Manager of Managing Member","crd":"6759337"},{"name":"Bradley Yochum","title":"Secretary","crd":"6232818"}],"ownership":[{"label":"CFG Xvi, Inc.","detail":"Manager in the 75% or more ownership band and a control person, since August 2016."},{"label":"CNL Financial Group, LLC","detail":"Indirect owner: a 100% shareholder of CFG Xvi, Inc. in the 75% or more band and a control person, since August 2016.","parent":"CFG Xvi, Inc."},{"label":"James Seneff","detail":"Indirect owner: a 100% member of CNL Holdings, LLC in the 75% or more band and a control person, since November 2008.","parent":"CNL Holdings, LLC"},{"label":"CNL Holdings, LLC","detail":"Indirect owner: a 100% member of CNL Financial Group, LLC in the 75% or more band and a control person, since November 2008.","parent":"CNL Financial Group, LLC"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Florida","offices":1,"addresses":[{"street":"450 S. Orange Ave., Suite 1400","city":"Orlando","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"407-650-1000","stateRegisteredReps":2,"otherAdviserReps":2,"compensation":["A percentage of assets under management","Performance-based fees"],"activities":["Other"],"financialPlanningClients":"0","assetMix":[{"label":"Cash and cash equivalents","percent":4},{"label":"Other","percent":96,"detail":"Debt and Equity Interest in Owned Businesses"}],"privateFunds":0},"sources":{"adv1FilingDate":"18 August 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/286342/PDF/286342.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-21","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does CNL Strategic Capital Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does CNL Strategic Capital Management use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does CNL Strategic Capital Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does CNL Strategic Capital Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns CNL Strategic Capital Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does CNL Strategic Capital Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact CNL Strategic Capital Management?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 18 August 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}