CNL Fund Advisors II is an investment advisor in Orlando.
Company profile
Employees
Incorporated
Location
Fiscal year end
SEC CIK
SEC advisor number
801-80917
FINRA CRD number
174178
Employees
2
Address
CNL Fund Advisors II
450 SO. ORANGE AVENUE
ORLANDO
FL 32801
450 SO. ORANGE AVENUE
ORLANDO
FL 32801
Office hours
Monday - Friday, 8:30 AM - 5:30 PM
Phone
407-650-1000
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
CNL Financial Group, LLC | 100% Shareholder (99% Non-voting; 1% Voting) | 03/2016 | > 75% |
CNL Holdings, LLC | 100% Member | 11/2008 | > 75% |
Seneff, James, Monroe | 100% Member | 11/2008 | > 75% |
Bhavsar, Chirag, Jashvantlal | Chief Financial Officer, Chief Operating Officer | 01/2017 | < 5% |
Bhavsar, Chirag, Jashvantlal | Manager of Managing Member | 01/2018 | < 5% |
CNL Financial Group Investment Management, LLC | Direct Owner - Voting | 12/2018 | > 75% |
CNL Healthcare Corp. | Class a Shareholder - Less Than 25% | 12/2018 | |
Cfgim Holding Corp. | Class a Shareholder - Less Than 25% | 12/2018 | |
CFG I, Inc. | 100% Shareholder | 12/2018 | > 75% |
CNL Financial Group, LLC | 100% Shareholder 99% Non Voting 1 % Voting | 12/2018 | > 75% |
CNL Financial Group, LLC | 100% Shareholder (99% Non-voting; 1% Voting) | 12/2018 | > 75% |
CNL Financial Group, LLC | 100% Shareholder (99% Non-voting; 1% Voting) | 12/2018 | > 75% |
CNL Strategic Capital Management, LLC | Class a Shareholder - Less Than 25% | 12/2018 | |
CFG XVI, Inc. | 100% Shareholder | 12/2018 | > 75% |
CNL Financial Group, LLC | 100% Shareholder (99% Non-voting; 1% Voting) | 12/2018 | > 75% |
Yochum, Bradley, Scott | Chief Compliance Officer | 07/2019 | < 5% |
CNL Strategic Asset Management, LLC | Class a Shareholder-less Than 25% | 01/2021 | |
CFG XVII, Inc. | 100% Shareholder | 09/2020 | > 75% |
CNL Financial Group Inc | Class a Shareholder-less Than 25% | 12/2018 |
Latest filings (excl ownership)
No filings