SourcingSourcing

CNL RESIDENTIAL CREDIT MANAGER, LLC

C33
CRD 335786·SEC 801-132747·ORLANDO, FL
AUM
$23.5M
<$25M
Est. Revenue
$235K
@ 1% on AUM
Est. EBITDA
$70K
@ 30% margin
Est. Deal Value
$564K
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CNL RESIDENTIAL CREDIT MANAGER, LLC
CRD
335786
SEC file #
801-132747
EIN
—
DBA names
Cnl Residential Credit Manager

Economics

AUM
$23.5M
AUM band
<$25M
AUM trajectory
'25'26
$200K → $23.5M▲ +11646%
Client mix
Pooled Investment Vehicles1

Operations

Employees (total)
5
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'25'26
3 advisors → 3 advisors▬ 0%
Primary office
ORLANDO FL
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Other Advisory Services
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CFG XIX, INC.
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
5
Control Persons
CFG XIX, INC.
BHAVSAR, CHIRAG, JASHVANTLAL
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002066337
Edgar Registered
Yes
Edgar Filing Count
34
Edgar First Filing Date
2025-06-02
Edgar Last Filing Date
2026-05-14
Edgar Form D Count
3
Edgar Form D Offerings
2026-03-122026-03-12 · 0001999371-26-005725
2025-09-292025-09-29 · 0001999371-25-014121
Edgar Xbrl Assets Latest
Value Usd271,825
Fiscal Year End2025-12-31
Edgar Xbrl Revenue Latest
Value Usd3,463
Fiscal Year End2025-12-31
ConceptRevenues
Edgar Sic Description
Real Estate Investment Trusts

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Edgar Addresses
Mailing
450 SOUTH ORANGE AVESUITE 1400ORLANDO, FL 32801
Business
450 SOUTH ORANGE AVESUITE 1400ORLANDO, FL 32801
Edgar EIN
333001463
Edgar Recent Filings
10-Q2026-05-14 · 0001999371-26-010741
8-K2026-04-28 · 0001999371-26-009265
Edgar Sic
6798
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
No

People (4)

4
BHAVSAR, CHIRAG, JASHVANTLAL
Executive Officer · 2.5%
6759337
Eason, Julie, Lynn
Executive Officer · 2.5%
7112108
TAMMY JO TIPTON
Executive Officer · 2.5%
1912968
YOCHUM, BRADLEY, SCOTT
Executive Officer · 2.5%
6232818