CNL FUND ADVISORS COMPANY
Adviser information for CNL FUND ADVISORS COMPANY last updated from Form ADV on March 28th, 2023. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Corporation |
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Fiscal Year End | DECEMBER |
Legal Location | Florida, United States |
Employees
Total Number of Employees | 2 |
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Investment Advisory/Research | 0 |
Registered Broker-Dealer Representatives | 1 |
Registered State Investment Advisers | 1 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | No |
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Clients
Type | Number | RAUM |
---|---|---|
Individuals | 0 | $0 |
HNW Individuals | 0 | $0 |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | 0 | $0 |
Charitable organizations | 0 | $0 |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 0 | $0 |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 0 |
No. of Financial Planning Clients | 0 |
Services
Advisory Services | NONE AT THIS TIME |
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Compensation | NONE AT THIS TIME |
Principal Office
450 SOUTH ORANGE AVENUESUITE 1400
ORLANDO
FL
United States
Monday - Friday, 8:30 AM - 5:30 PM
Tel: 407-540-2739, Fax: 407-641-8394
Chief Compliance Officer
BRADLEY YOCHUM
CCO
450 SOUTH ORANGE AVENUE
ORLANDO
FL
United States
Tel:
4075402541
Fax:
407-641-8394
B*************@******M
(Full email address available in API data)
Industry Affiliates
CNL EDUCATIONAL INSTITUTE, LLC | Other investment adviser, including financial planners |
CNL FINANCIAL GROUP, INC. | Sponsor or syndicator of limited partnerships |
CNL FINANCIAL GROUP, LLC | Sponsor or syndicator of limited partnershipsSponsor, GP, manager of pooled investment vehicles |
CNL FUND ADVISORS II, LLC | Other investment adviser, including financial planners |
CNL GROWTH PROPERTIES III MEMBER, LLC | Sponsor, GP, manager of pooled investment vehicles |
CNL HEALTHCARE CORP. | Other investment adviser, including financial planners |
CNL SECURITIES CORP. | Broker-dealer, municipal securities dealer, or gov securities broker or dealer |
CNL STRATEGIC ASSET MANAGEMENT, LLC | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor |
CNL STRATEGIC CAPITAL MANAGEMENT, LLC | Other investment adviser, including financial planners |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
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None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
SENEFF, JAMES, MONROE | Individual | CNL HOLDINGS, LLC | 100% MEMBER | 11/2008 | > 75% |
CNL HOLDINGS, LLC | Domestic Entity | CNL FINANCIAL GROUP, LLC | 100% MEMBER | 11/2008 | > 75% |
CNL FINANCIAL GROUP, LLC | Domestic Entity | – | DIRECT OWNER - VOTING | 12/2010 | 50-75% |
DLHS HOLDINGS, LLC | Domestic Entity | – | DIRECT OWNER - NON-VOTING | 03/2016 | 50-75% |
SENEFF, DAYLE, LYNN | Individual | DLHS HOLDINGS, LLC | 100% MEMBER | 03/2016 | > 75% |
BHAVSAR, CHIRAG, JASHVANTLAL | Individual | – | CEO, CFO, COO | 01/2017 | < 5% |
BHAVSAR, CHIRAG, JASHVANTLAL | Individual | – | DIRECTOR | 12/2017 | < 5% |
YOCHUM, BRADLEY, SCOTT | Individual | – | CHIEF COMPLIANCE OFFICER | 01/2021 | < 5% |