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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM none

CNL FUND ADVISORS COMPANY

CRD 107117

ORLANDO, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:041df054-149c-e1d7-ad31-cf6d4d91ee9b

Data as of Mar 28, 2023 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 10:23 PM UTC and rebuilt at most every 15 minutes.

Relationships: 16
Dated events: 2
On other graphs: 0
Observed: Mar 29, 2012 to Mar 28, 2023
17 observations

Across DFX

name candidates only

Private Creditcandidate

CNL FUND ADVISORS COMPANY

Credit provider · name unique adv

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Advisors on IAPD: 0
Employees: 2
Advisory employees: 0
Offices: 0Schedule D 1.F, beyond the principal office
SEC number: 801-39197
CRD: 107117
Filings on the tape: 17
First filed: Mar 29, 2012
Latest filed: Mar 28, 2023
Organised: Corporation, Florida

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BHAVSAR, CHIRAG, JASHVANTLAL	Director	Na	yes	12/2017	Mar 30, 2017	Mar 28, 2023
CNL FINANCIAL GROUP, LLC	DIRECT OWNER - VOTING	D	yes	12/2010	Mar 29, 2012	Mar 28, 2023
CNL HOLDINGS, LLC	100% MEMBER	E	yes	11/2008	Mar 29, 2012	Mar 28, 2023
SENEFF, DAYLE, LYNN	100% MEMBER	E	yes	03/2016	Apr 7, 2016	Mar 28, 2023
SENEFF, JAMES, MONROE	100% MEMBER	E	yes	11/2008	Mar 29, 2012	Mar 28, 2023
YOCHUM, BRADLEY, SCOTT	CHIEF COMPLIANCE OFFICER	Na	yes	01/2021	Mar 26, 2021	Mar 28, 2023
DLHS HOLDINGS, LLC	DIRECT OWNER - NON-VOTING	D	no	03/2016	Apr 7, 2016	Mar 28, 2023

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
CNL STRATEGIC CAPITAL MANAGEMENT, LLC	n/a	Other adviser	$1.5B	N	yes	n/a
CNL FUND ADVISORS II, LLC	n/a	Asset manager	$19.9M	N	yes	n/a
CNL STRATEGIC ASSET MANAGEMENT, LLC	n/a	Former SEC adviser	$4.4M	N	yes	n/a
CNL EDUCATIONAL INSTITUTE, LLC	n/a	No RAUM reported	$0	N	yes	n/a
CNL FINANCIAL GROUP, INC.	n/a	n/a	n/a	N	yes	n/a
CNL FINANCIAL GROUP, LLC	n/a	n/a	n/a	Y	yes	n/a
CNL GROWTH PROPERTIES III MEMBER, LLC	n/a	n/a	n/a	N	yes	n/a
CNL HEALTHCARE CORP.	n/a	n/a	n/a	N	yes	n/a
CNL SECURITIES CORP.	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2022	Mar 28, 2023	n/a	n/a	2	0	0	n/a	n/a
2021	Mar 31, 2022	n/a	n/a	2	0	0	n/a	n/a
2020	Mar 26, 2021	n/a	n/a	1	0	0	n/a	n/a
2018	Mar 28, 2019	n/a	n/a	5	0	0	n/a	n/a
2017	Mar 29, 2018	n/a	n/a	5	0	0	n/a	n/a
2016	Mar 30, 2017	$4.3B	$4.3B	22	4	n/a	n/a	n/a
2015	Mar 31, 2016	$4.0M	$4.0M	18	6	n/a	n/a	n/a
2014	Jan 16, 2015	$3.0B	$3.0B	23	6	n/a	n/a	n/a
2013	Mar 26, 2014	$2.2B	$2.2B	25	5	n/a	n/a	n/a
2012	Mar 28, 2013	$845M	$845M	13	4	n/a	n/a	n/a
2011	Mar 29, 2012	$116M	$116M	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2022	n/a	n/a	n/a	n/a	n/a	2	2	0	0

Relationships

Affiliated with (6)

← CNL FUND ADVISORS II, LLCRegistered adviserother investment adviser, common control
factForm ADV
← CNL STRATEGIC ASSET MANAGEMENT, LLCRegistered adviserother investment adviser, common control
factForm ADV
→ CNL FUND ADVISORS II, LLCRegistered adviserother investment adviser, common control
factForm ADV
→ CNL EDUCATIONAL INSTITUTE, LLCRegistered adviserother investment adviser, common control
factForm ADV
→ CNL STRATEGIC CAPITAL MANAGEMENT, LLCRegistered adviserother investment adviser, common control
factForm ADV
→ CNL STRATEGIC ASSET MANAGEMENT, LLCRegistered adviserother investment adviser, bank, common control
factForm ADV

Controls (6)

← SENEFF, DAYLE, LYNNOwner100% MEMBER, ownership code E, individual
Apr 7, 2016 to presentfactForm ADV
← YOCHUM, BRADLEY, SCOTTOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 26, 2021 to presentfactForm ADV
← BHAVSAR, CHIRAG, JASHVANTLALOwnerDIRECTOR, ownership code NA, individual
Mar 30, 2017 to presentfactForm ADV
← SENEFF, JAMES, MONROEOwner100% MEMBER, ownership code E, individual
Mar 29, 2012 to presentfactForm ADV
← CNL FINANCIAL GROUP, LLCOwnerDIRECT OWNER - VOTING, ownership code D, domestic entity
Mar 29, 2012 to presentfactForm ADV
← CNL HOLDINGS, LLCOwner100% MEMBER, ownership code E, domestic entity
Mar 29, 2012 to presentfactForm ADV

Owns (1)

← DLHS HOLDINGS, LLCOwnerDIRECT OWNER - NON-VOTING, ownership code D, domestic entity
Apr 7, 2016 to presentfactForm ADV

Registered with (3)

← KEVIN MICHAEL MAYOAdvisorregistration: previous registration
Sep 16, 2013 to Jul 25, 2019factForm ADV
← Bradford Ritter BraceyAdvisorregistration: previous registration
Sep 11, 2013 to May 4, 2015factForm ADV
← CHARLES EDWARD KIRVENAdvisorregistration: previous registration
Oct 8, 2012 to Mar 26, 2014factForm ADV

Dated events

Occurred
Mar 26, 2021
Control person joined
Scott Bradley Yochum (Chief Compliance Officer) appeared on Schedule A of Cnl Fund Advisors Company
Form ADVobserved 3 days ago
Occurred
Mar 26, 2021
Control person left
Lynn Susan Terenzio (Chief Compliance Officer) no longer on Schedule A of Cnl Fund Advisors Company (listed 2019-07-25, absent 2021-03-26)
Form ADVobserved 3 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:041df054-149c-e1d7-ad31-cf6d4d91ee9b
First observed: Mar 29, 2012
Last observed: Mar 28, 2023 42 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

CNL FUND ADVISORS COMPANY

CRD 107117

ORLANDO, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:041df054-149c-e1d7-ad31-cf6d4d91ee9b

Data as of Mar 28, 2023 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 10:23 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BHAVSAR, CHIRAG, JASHVANTLAL

Director

yes

12/2017

Mar 30, 2017

Mar 28, 2023

CNL FINANCIAL GROUP, LLC

DIRECT OWNER - VOTING

yes

12/2010

Mar 29, 2012

Mar 28, 2023

CNL HOLDINGS, LLC

100% MEMBER

yes

11/2008

Mar 29, 2012

Mar 28, 2023

SENEFF, DAYLE, LYNN

100% MEMBER

yes

03/2016

Apr 7, 2016

Mar 28, 2023

SENEFF, JAMES, MONROE

100% MEMBER

yes

11/2008

Mar 29, 2012

Mar 28, 2023

YOCHUM, BRADLEY, SCOTT

CHIEF COMPLIANCE OFFICER

yes

01/2021

Mar 26, 2021

Mar 28, 2023

DLHS HOLDINGS, LLC

DIRECT OWNER - NON-VOTING

03/2016

Apr 7, 2016

Mar 28, 2023

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

CNL STRATEGIC CAPITAL MANAGEMENT, LLC

n/a

Other adviser

$1.5B

yes

n/a

CNL FUND ADVISORS II, LLC

n/a

Asset manager

$19.9M

yes

n/a

CNL STRATEGIC ASSET MANAGEMENT, LLC

n/a

Former SEC adviser

$4.4M

yes

n/a

CNL EDUCATIONAL INSTITUTE, LLC

n/a

No RAUM reported

yes

n/a

CNL FINANCIAL GROUP, INC.

n/a

yes

n/a

CNL FINANCIAL GROUP, LLC

n/a

yes

n/a

CNL GROWTH PROPERTIES III MEMBER, LLC

n/a

yes

n/a

CNL HEALTHCARE CORP.

n/a

yes

n/a

CNL SECURITIES CORP.

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2022

Mar 28, 2023

n/a

2021

Mar 31, 2022

n/a

2020

Mar 26, 2021

n/a

2018

Mar 28, 2019

n/a

2017

Mar 29, 2018

n/a

2016

Mar 30, 2017

$4.3B

n/a

2015

Mar 31, 2016

$4.0M

n/a

2014

Jan 16, 2015

$3.0B

n/a

2013

Mar 26, 2014

$2.2B

n/a

2012

Mar 28, 2013

$845M

n/a

2011

Mar 29, 2012

$116M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2022

n/a