Chief Financial Officer and Treasurer · CNL Strategic Capital Management, LLC
Tammy J. Tipton
CRD 1912968 · Named on Form ADV at 3 SEC-registered advisers
At a glance
CNL Strategic Capital Management, LLC, an SEC-registered asset manager based in Orlando, FL with $1.5 billion in regulatory assets, lists Tammy J. Tipton on its Form ADV as Chief Financial Officer and Treasurer, a control person. The SEC filings also name Tammy at 2 other registered advisers.
Firms and roles
- CNL Strategic Capital Management, LLCChief Financial Officer and TreasurerAsset manager · Orlando, FL · $1.5B in regulatory assets
- CNL Residential Credit ManagerChief Financial OfficerPrivate fund adviser · Orlando, FL · $48M in regulatory assets
- CNL Fund Advisors II, LLCCheif Financial OfficerPrivate fund adviser · Orlando, FL · $20M in regulatory assets
AtlasMembers
Tammy’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 3 firmsLocked
- Control-person status
- 3 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Chirag J. BhavsarManager of Managing Member, CNL Strategic Capital Management, LLC
- Julie L. EasonChief Compliance Officer, CNL Strategic Capital Management, LLC
- Bradley S. YochumSecretary, CNL Strategic Capital Management, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Tammy’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.