CNL STRATEGIC ASSET MANAGEMENT, LLC
CRD #312215 SEC #801-120227 ORLANDO, FL 407-650-1000
SEC Registered
Total AUM
$4.4M
Discretionary
$4.4M
Employees
5
Clients
1
Accounts
1
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 29, 2024
- 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 |
|---|---|---|---|---|
| HYLTIN, ANDREW, ASHTON | I | CHIEF EXECUTIVE OFFICER | NA | |
| HYLTIN, ANDREW, ASHTON | I | CHIEF EXECUTIVE OFFICER | NA | |
| HYLTIN, ANDREW, ASHTON | I | CHIEF EXECUTIVE OFFICER | NA | |
| TIPTON, TAMMY, JO | I | CHIEF FINANCIAL OFFICER | NA | Control |
| TIPTON, TAMMY, JO | I | CHIEF FINANCIAL OFFICER | NA | Control |
| TIPTON, TAMMY, JO | I | CHIEF FINANCIAL OFFICER | NA | Control |
| TIPTON, TAMMY, JO | I | CHIEF FINANCIAL OFFICER | NA | Control |
| TIPTON, TAMMY, JO | I | CHIEF FINANCIAL OFFICER | NA | Control |
| YOCHUM, BRADLEY, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| YOCHUM, BRADLEY, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| YOCHUM, BRADLEY, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| YOCHUM, BRADLEY, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| YOCHUM, BRADLEY, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CFG XVII, INC. | DE | MANAGER | E | Control |
| CFG XVII, INC. | DE | MANAGER | E | Control |
| CFG XVII, INC. | DE | MANAGER | E | Control |
| CFG XVII, INC. | DE | MANAGER | E | Control |
| CFG XVII, INC. | DE | MANAGER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| CNL FINANCIAL GROUP, LLC | DE | CFG XVII, INC. | E | Control |
| CNL FINANCIAL GROUP, LLC | DE | CFG XVII, INC. | E | Control |
| CNL FINANCIAL GROUP, LLC | DE | CFG XVII, INC. | E | Control |
| CNL FINANCIAL GROUP, LLC | DE | CFG XVII, INC. | E | Control |
| CNL FINANCIAL GROUP, LLC | DE | CFG XVII, 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 |
| 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 |
Registrations
Federal
IA
Mar 29, 2024 REGISTERED
Notice Filings (2)
DE FL
Address
450 SOUTH ORANGE AVENUESUITE 1400
ORLANDO, FL 32801
United States
Phone: 407-650-1000