CNL EDUCATIONAL INSTITUTE, LLC
CRD #175137 SEC #801-81051 ORLANDO, FL 407-540-2541
SEC Registered
Total AUM
--
Discretionary
--
Employees
7
Clients
0
Accounts
--
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 27, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BHAVSAR, CHIRAG, JASHVANTLAL | I | MANAGER OF MANAGING MEMBER | NA | Control |
| BHAVSAR, CHIRAG, JASHVANTLAL | I | MANAGER OF MANAGING MEMBER | NA | Control |
| BHAVSAR, CHIRAG, JASHVANTLAL | I | MANAGER OF MANAGING MEMBER | NA | Control |
| BHAVSAR, CHIRAG, JASHVANTLAL | I | MANAGER OF MANAGING MEMBER | NA | Control |
| BHAVSAR, CHIRAG, JASHVANTLAL | I | MANAGER OF MANAGING MEMBER | NA | Control |
| BHAVSAR, CHIRAG, JASHVANTLAL | I | MANAGER OF MANAGING MEMBER | NA | Control |
| BHAVSAR, CHIRAG, JASHVANTLAL | I | MANAGER OF MANAGING MEMBER | NA | Control |
| BHAVSAR, CHIRAG, JASHVANTLAL | I | MANAGER OF MANAGING MEMBER | NA | Control |
| BHAVSAR, CHIRAG, JASHVANTLAL | I | MANAGER OF MANAGING MEMBER | NA | Control |
| BHAVSAR, CHIRAG, JASHVANTLAL | I | MANAGER OF MANAGING MEMBER | NA | Control |
| BHAVSAR, CHIRAG, JASHVANTLAL | I | MANAGER OF MANAGING MEMBER | NA | Control |
| TERENZIO, SUSAN, LYNN | I | CCO AND SECRETARY | NA | Control |
| TERENZIO, SUSAN, LYNN | I | CCO AND SECRETARY | NA | Control |
| TERENZIO, SUSAN, LYNN | I | CCO AND SECRETARY | NA | Control |
| TERENZIO, SUSAN, LYNN | I | CCO AND SECRETARY | NA | Control |
| TERENZIO, SUSAN, LYNN | I | CCO AND SECRETARY | NA | Control |
| TERENZIO, SUSAN, LYNN | I | CCO | NA | Control |
| TERENZIO, SUSAN, LYNN | I | CCO | NA | Control |
| TERENZIO, SUSAN, LYNN | I | CCO | NA | Control |
| TERENZIO, SUSAN, LYNN | I | CCO | NA | Control |
| TERENZIO, SUSAN, LYNN | I | CCO | NA | Control |
| YOCHUM, BRADLEY, SCOTT | I | CCO | NA | |
| YOCHUM, BRADLEY, SCOTT | I | CCO | NA | |
| YOCHUM, BRADLEY, SCOTT | I | CCO | NA | |
| YOCHUM, BRADLEY, SCOTT | I | CCO | NA | |
| YOCHUM, BRADLEY, SCOTT | I | CCO | NA | |
| YOCHUM, BRADLEY, SCOTT | I | CCO | NA | |
| CFG IX, INC. | DE | OWNER | E | Control |
| CFG IX, INC. | DE | MANAGER | E | Control |
| CFG IX, INC. | DE | MANAGER | E | Control |
| CFG IX, INC. | DE | MANAGER | E | Control |
| CFG IX, INC. | DE | ELECTED MANAGER | E | Control |
| CFG IX, INC. | DE | ELECTED MANAGER | E | Control |
| CFG IX, INC. | DE | ELECTED MANAGER | E | Control |
| CFG IX, INC. | DE | ELECTED MANAGER | E | Control |
| CFG IX, INC. | DE | ELECTED MANAGER | E | Control |
| CFG IX, INC. | DE | ELECTED MANAGER | E | Control |
| CFG IX, INC. | DE | ELECTED MANAGER | E | Control |
| CFG IX, INC. | DE | ELECTED MANAGER | E | Control |
| CFG IX, INC. | DE | ELECTED MANAGER | E | Control |
| CFG IX, INC. | DE | ELECTED MANAGER | E | Control |
| CNL FINANCIAL GROUP INVESTMENT MANAGEMENT, LLC | DE | DIRECT OWNER | E | Control |
| CNL FINANCIAL GROUP INVESTMENT MANAGEMENT, LLC | DE | DIRECT OWNER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| CNL FINANCIAL GROUP, LLC | DE | CFG IX, INC. | F | Control |
| CNL FINANCIAL GROUP, LLC | DE | CFG IX, INC. | F | Control |
| CNL FINANCIAL GROUP, LLC | DE | CFG IX, INC. | F | Control |
| CFGIM HOLDING CORP | DE | CNL FINANCIAL GROUP INVESTMENT MANAGEMENT, LLC | E | Control |
| CNL FINANCIAL GROUP, LLC | DE | CFG IX, INC. | E | Control |
| CNL FINANCIAL GROUP, LLC | DE | CFG IX, INC. | E | Control |
| CNL FINANCIAL GROUP, LLC | DE | CFG IX, INC. | E | Control |
| CNL FINANCIAL GROUP, LLC | DE | CFG IX, INC. | E | Control |
| CNL FINANCIAL GROUP, LLC | DE | CFG IX, INC. | E | Control |
| CNL FINANCIAL GROUP, LLC | DE | CFG IX, INC. | E | Control |
| CNL FINANCIAL GROUP, LLC | DE | CFG IX, INC. | E | Control |
| CNL FINANCIAL GROUP, LLC | DE | CFG IX, INC. | E | Control |
| CNL FINANCIAL GROUP, LLC | DE | CFGIM HOLDING CORP | E | Control |
| CNL HOLDINGS, LLC | DE | CNL FINANCIAL GROUP, LLC | E | Control |
| CNL HOLDINGS, LLC | DE | CNL FINANCIAL GROUP, LLC | E | Control |
| CNL HOLDINGS, LLC | DE | CNL FINANCIAL GROUP, LLC | E | Control |
| CNL HOLDINGS, LLC | DE | CNL FINANCIAL GROUP, LLC | E | Control |
| CNL HOLDINGS, LLC | DE | CNL FINANCIAL GROUP, LLC | E | Control |
| CNL HOLDINGS, LLC | DE | CNL FINANCIAL GROUP, LLC | E | Control |
| CNL HOLDINGS, LLC | DE | CNL FINANCIAL GROUP, LLC | E | Control |
| CNL HOLDINGS, LLC | DE | CNL FINANCIAL GROUP, LLC | E | Control |
| CNL HOLDINGS, LLC | DE | CNL FINANCIAL GROUP, LLC | E | Control |
| CNL HOLDINGS, LLC | DE | CNL FINANCIAL GROUP, LLC | E | Control |
| CNL HOLDINGS, LLC | DE | CNL FINANCIAL GROUP, LLC | E | Control |
| CNL HOLDINGS, LLC | DE | CNL FINANCIAL GROUP, LLC | E | Control |
| CNL HOLDINGS, LLC | DE | CNL FINANCIAL GROUP, LLC | E | Control |
| CNL HOLDINGS, LLC | DE | CNL FINANCIAL GROUP, LLC | E | Control |
| SENEFF, DAYLE, LYNN | I | DLHS HOLDINGS, LLC | E | Control |
| SENEFF, DAYLE, LYNN | I | DLHS HOLDINGS, LLC | E | Control |
| SENEFF, DAYLE, LYNN | I | DLHS HOLDINGS, LLC | E | Control |
| SENEFF, JAMES, MONROE | I | CNL HOLDINGS, LLC | E | Control |
| SENEFF, JAMES, MONROE | I | CNL HOLDINGS, LLC | E | Control |
| SENEFF, JAMES, MONROE | I | CNL HOLDINGS, LLC | E | Control |
| SENEFF, JAMES, MONROE | I | CNL HOLDINGS, LLC | E | Control |
| SENEFF, JAMES, MONROE | I | CNL HOLDINGS, LLC | E | Control |
| SENEFF, JAMES, MONROE | I | CNL HOLDINGS, LLC | E | Control |
| SENEFF, JAMES, MONROE | I | CNL HOLDINGS, LLC | E | Control |
| SENEFF, JAMES, MONROE | I | CNL HOLDINGS, LLC | E | Control |
| SENEFF, JAMES, MONROE | I | CNL HOLDINGS, LLC | E | Control |
| SENEFF, JAMES, MONROE | I | CNL HOLDINGS, LLC | E | Control |
| SENEFF, JAMES, MONROE | I | CNL HOLDINGS, LLC | E | Control |
| SENEFF, JAMES, MONROE | I | CNL HOLDINGS, LLC | E | Control |
| SENEFF, JAMES, MONROE | I | CNL HOLDINGS, LLC | E | Control |
| SENEFF, JAMES, MONROE | I | CNL HOLDINGS, LLC | E | Control |
| SENEFF, JAMES, MONROE | I | CNL HOLDINGS, LLC | E | Control |
| CNL FINANCIAL GROUP, LLC | DE | CFG IX, INC. | D | Control |
| CNL FINANCIAL GROUP, LLC | DE | CFG IX, INC. | D | Control |
| CNL FINANCIAL GROUP, LLC | DE | CFG IX, INC. | D | Control |
| CNL HOLDINGS, LLC | DE | CNL FINANCIAL GROUP, LLC | D | Control |
| DLHS HOLDINGS, LLC | DE | CFG IX, INC. | D | |
| DLHS HOLDINGS, LLC | DE | CFG IX, INC. | D | |
| DLHS HOLDINGS, LLC | DE | CFG IX, INC. | D |
Registrations
Federal
IA
Mar 27, 2025 REGISTERED
Notice Filings (2)
DE FL
Address
450 S. ORANGE AVE.SUITE 1400
ORLANDO, FL 32801
United States
Phone: 407-540-2541