CNL STRATEGIC CAPITAL MANAGEMENT, LLC
CRD #286342 SEC #801-110050 ORLANDO, FL 407-650-1000
SEC Registered
Total AUM
$1.3B
Discretionary
$1.3B
Employees
8
Clients
10
Accounts
1
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 | CHIEF EXECUTIVE OFFICER | NA | Control |
| BHAVSAR, CHIRAG, JASHVANTLAL | I | MANAGER OF MANAGING MEMBER | NA | Control |
| BHAVSAR, CHIRAG, JASHVANTLAL | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BHAVSAR, CHIRAG, JASHVANTLAL | I | MANAGER OF MANAGING MEMBER | NA | Control |
| BHAVSAR, CHIRAG, JASHVANTLAL | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BHAVSAR, CHIRAG, JASHVANTLAL | I | MANAGER OF MANAGING MEMBER | NA | Control |
| BHAVSAR, CHIRAG, JASHVANTLAL | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BHAVSAR, CHIRAG, JASHVANTLAL | I | MANAGER OF MANAGING MEMBER | NA | Control |
| BHAVSAR, CHIRAG, JASHVANTLAL | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BHAVSAR, CHIRAG, JASHVANTLAL | I | MANAGER OF MANAGING MEMBER | NA | Control |
| BHAVSAR, CHIRAG, JASHVANTLAL | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BHAVSAR, CHIRAG, JASHVANTLAL | I | MANAGER OF MANAGING MEMBER | NA | Control |
| BHAVSAR, CHIRAG, JASHVANTLAL | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BHAVSAR, CHIRAG, JASHVANTLAL | I | MANAGER OF MANAGING MEMBER | NA | Control |
| BHAVSAR, CHIRAG, JASHVANTLAL | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BHAVSAR, CHIRAG, JASHVANTLAL | I | MANAGER OF MANAGING MEMBER | NA | Control |
| BHAVSAR, CHIRAG, JASHVANTLAL | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BHAVSAR, CHIRAG, JASHVANTLAL | I | MANAGER OF MANAGING MEMBER | NA | Control |
| BHAVSAR, CHIRAG, JASHVANTLAL | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BHAVSAR, CHIRAG, JASHVANTLAL | I | MANAGER OF MANAGING MEMBER | NA | Control |
| BHAVSAR, CHIRAG, JASHVANTLAL | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| Eason, Julie, Lynn | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Eason, Julie, Lynn | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Eason, Julie, Lynn | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Eason, Julie, Lynn | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Eason, Julie, Lynn | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHMIDT, TRACY, GENE | I | CHIEF EXECUTIVE OFFICER AND PRESIDENT | NA | Control |
| SCHMIDT, TRACY, GENE | I | CHIEF EXECUTIVE OFFICER AND PRESIDENT | NA | Control |
| SITTEMA, THOMAS, KENT | I | ELECTED MANAGER | NA | Control |
| SITTEMA, THOMAS, KENT | I | ELECTED MANAGER | NA | Control |
| SITTEMA, THOMAS, KENT | I | MANAGER | NA | Control |
| Schmidt, Tracy, G. | I | CHIEF EXECUTIVE OFFICER AND PRESIDENT | NA | Control |
| TERENZIO, SUSAN, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TERENZIO, SUSAN, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TERENZIO, SUSAN, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TERENZIO, SUSAN, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TERENZIO, SUSAN, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TERENZIO, SUSAN, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TERENZIO, SUSAN, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TIPTON, TAMMY, JO | I | CHIEF FINANCIAL OFFICER AND TREASURER | NA | Control |
| TIPTON, TAMMY, JO | I | CHIEF FINANCIAL OFFICER AND TREASURER | NA | Control |
| TIPTON, TAMMY, JO | I | CHIEF FINANCIAL OFFICER AND TREASURER | NA | Control |
| TIPTON, TAMMY, JO | I | CHIEF FINANCIAL OFFICER AND TREASURER | NA | Control |
| TIPTON, TAMMY, JO | I | CHIEF FINANCIAL OFFICER AND TREASURER | NA | Control |
| TIPTON, TAMMY, JO | I | CHIEF FINANCIAL OFFICER AND TREASURER | NA | Control |
| TIPTON, TAMMY, JO | I | CHIEF FINANCIAL OFFICER AND TREASURER | NA | Control |
| TIPTON, TAMMY, JO | I | CHIEF FINANCIAL OFFICER AND TREASURER | NA | Control |
| TIPTON, TAMMY, JO | I | CHIEF FINANCIAL OFFICER AND TREASURER | NA | Control |
| TIPTON, TAMMY, JO | I | CHIEF FINANCIAL OFFICER AND TREASURER | NA | Control |
| TIPTON, TAMMY, JO | I | CHIEF FINANCIAL OFFICER AND TREASURER | NA | Control |
| TIPTON, TAMMY, JO | I | CHIEF FINANCIAL OFFICER AND TREASURER | NA | Control |
| TIPTON, TAMMY, JO | I | CHIEF FINANCIAL OFFICER AND TREASURER | NA | Control |
| TIPTON, TAMMY, JO | I | CHIEF FINANCIAL OFFICER AND TREASURER | NA | Control |
| YOCHUM, BRADLEY, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| YOCHUM, BRADLEY, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CFG XVI, INC. | DE | MANAGER | E | Control |
| CFG XVI, INC. | DE | MANAGER | E | Control |
| CFG XVI, INC. | DE | MANAGER | E | Control |
| CFG XVI, INC. | DE | MANAGER | E | Control |
| CFG XVI, INC. | DE | MANAGER | E | Control |
| CFG XVI, INC. | DE | MANAGER | E | Control |
| CFG XVI, INC. | DE | MANAGER | E | Control |
| CFG XVI, INC. | DE | MANAGER | E | Control |
| CFG XVI, INC. | DE | MANAGER | E | Control |
| CFG XVI, INC. | DE | MANAGER | E | Control |
| CFG XVI, INC. | DE | MANAGER | E | Control |
| CFG XVI, INC. | DE | MANAGER | E | Control |
| CFG XVI, INC. | DE | MANAGER | E | Control |
| CFG XVI, INC. | DE | MANAGER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| CNL FINANCIAL GROUP, LLC | DE | CFG XVI, INC. | E | Control |
| CNL FINANCIAL GROUP, LLC | DE | CFG XVI, INC. | E | Control |
| CNL FINANCIAL GROUP, LLC | DE | CFG XVI, INC. | E | Control |
| CNL FINANCIAL GROUP, LLC | DE | CFG XVI, INC. | E | Control |
| CNL FINANCIAL GROUP, LLC | DE | CFG XVI, INC. | E | Control |
| CNL FINANCIAL GROUP, LLC | DE | CFG XVI, INC. | E | Control |
| CNL FINANCIAL GROUP, LLC | DE | CFG XVI, INC. | E | Control |
| CNL FINANCIAL GROUP, LLC | DE | CFG XVI, INC. | E | Control |
| CNL FINANCIAL GROUP, LLC | DE | CFG XVI, INC. | 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, 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 |
| CNL FINANCIAL GROUP, LLC | DE | CFG XVI, INC. | D | Control |
| CNL FINANCIAL GROUP, LLC | DE | CFG XVI, INC. | D | Control |
| CNL FINANCIAL GROUP, LLC | DE | CFG XVI, INC. | D | Control |
| CNL FINANCIAL GROUP, LLC | DE | CFG XVI, INC. | D | Control |
| DLHS HOLDINGS, LLC | DE | CFG XVI, INC. | D | |
| DLHS HOLDINGS, LLC | DE | CFG XVI, INC. | D | |
| DLHS HOLDINGS, LLC | DE | CFG XVI, INC. | D | |
| DLHS HOLDINGS, LLC | DE | CFG XVI, 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: 407-650-1000