Private fund adviser · Orlando, FL
CNL Residential Credit Manager
CNL Residential Credit Manager, LLC · SEC-registered investment adviser · CRD 335786 · SEC 801-132747
At a glance
CNL Residential Credit Manager is an SEC-registered investment adviser based in Orlando, Florida, with $48 million in regulatory assets under management as of its Form ADV filed June 15, 2026. Its largest client group by assets is pooled investment vehicles. By Form ADV it is a private fund adviser, ranked 4,586th of 4,686 private fund advisers and 15,927th of 17,210 SEC-registered advisers by assets.
Main office 407-650-1000As filed on Form ADV
- Regulatory AUM
- $48M
- Rank among private fund advisers
- #4,586 of 4,686
- Rank among all SEC RIAs
- #15,927 of 17,210
- Rank in Florida
- #1,007 of 1,090
- Clients
- 1
- Accounts
- 1
- Discretionary
- 100% of AUM
- Employees
- 5
- Advisory staff
- 3
- Offices
- 1
Owners and executives on its Form ADV
- Tammy J. TiptonChief Financial Officer
- Chirag J. BhavsarChief Executive Officer
- Chirag J. BhavsarManager of Manging Member
- Julie L. EasonChief Compliance Officer
- Bradley S. YochumSecretary
Custody and brokerage
Custodian
CNL Residential Credit Manager’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Broker-dealer
Hybrid RIA
CNL Residential Credit Manager is a hybrid RIA: 2 of its employees are also registered representatives of a broker-dealer. It names an affiliated broker-dealer: CNL Securities Corp..
- CNL Securities Corp. ↗CRD 10356
It doesn’t hold client accounts or customer funds itself. Its annual audited report filed with the SEC, February 2026
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pooled investment vehicles | 1 | $48M | 100% |
Disciplinary disclosures
CNL Residential Credit Manager reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Other services
How it’s paid
- A percentage of assets under management
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗
AtlasMembers
The full record on CNL Residential Credit Manager
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 1 years of filings
- Locked
- Growth over one, three and five years
- Locked
- Rank against 326 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 5 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does CNL Residential Credit Manager manage?
CNL Residential Credit Manager reports $48 million in regulatory assets under management across 1 accounts, 100% of it on a discretionary basis, on its Form ADV filed June 15, 2026.
What kind of firm is CNL Residential Credit Manager?
CNL Residential Credit Manager is a private fund adviser by its Form ADV answers. Private funds are at least half of its business by assets.
Who are CNL Residential Credit Manager’s clients?
By assets, its largest client types are pooled investment vehicles ($48 million, 1 clients).
Does CNL Residential Credit Manager have any disciplinary history?
CNL Residential Credit Manager reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is CNL Residential Credit Manager’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-06-15), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →