IPO registrations (S-1, F-1) · Registrants
CNL Strategic Capital, LLC
- SEC CIK
- 1684682 · filings on EDGAR ↗
- Registration
- Form S-1, first filed 2018-02-12, last 2024-10-29; 3 initial registrations, 7 amendments
- Outcome
- Declared effective 2018-03-07
- Industry (SIC)
- Investment Advice 6282
- Incorporated in
- DE
- Business address
- P.O. BOX 4920, Orlando, FL 32802
- EIN
- 32-0503849
- EDGAR entity type
- operating
- Insiders and CEO pay
- CNL Strategic Capital, LLC on the corporate pages
Offering terms
- Shares offered
- 32,664,408
Read from the cover pages of the filings listed under “Prospectus pages read” below; check the document for anything that matters.
On this site
- Business registration: CNL STRATEGIC CAPITAL, LLC Fuzzy (name and state)
- Form D issuer: CNL Strategic Capital, LLC EXACT (CIK (EXACT))
- SEC filer: CNL Strategic Capital, LLC EXACT (CIK (EXACT))
- Person page: Tracey B Bracco Fuzzy (officer, director or 10% owner on the company's Forms 3, 4 and 5 (Officer))
Filings 20
| Filed | Form | What it is | Name as filed | EDGAR |
|---|---|---|---|---|
| 2018-02-12 | S-1 | S-1 (registration) | CNL Strategic Capital, LLC | 0001387131-18-000560 ↗ |
| 2018-03-01 | S-1/A | S-1/A (amendment) | CNL Strategic Capital, LLC | 0001387131-18-000873 ↗ |
| 2018-03-07 | EFFECT | EFFECT (declared effective) | CNL Strategic Capital, LLC | 9999999995-18-000549 ↗ |
| 2019-03-22 | EFFECT | EFFECT (declared effective) | CNL Strategic Capital, LLC | 9999999995-19-000494 ↗ |
| 2019-04-15 | EFFECT | EFFECT (declared effective) | CNL Strategic Capital, LLC | 9999999995-19-000705 ↗ |
| 2020-03-30 | EFFECT | EFFECT (declared effective) | CNL Strategic Capital, LLC | 9999999995-20-000628 ↗ |
| 2020-04-14 | EFFECT | EFFECT (declared effective) | CNL Strategic Capital, LLC | 9999999995-20-000742 ↗ |
| 2021-02-19 | S-1 | S-1 (registration) | CNL Strategic Capital, LLC | 0001387131-21-002691 ↗ |
| 2021-04-14 | EFFECT | EFFECT (declared effective) | CNL Strategic Capital, LLC | 9999999995-21-001416 ↗ |
| 2021-07-14 | S-1/A | S-1/A (amendment) | CNL Strategic Capital, LLC | 0001387131-21-007325 ↗ |
| 2021-09-17 | S-1/A | S-1/A (amendment) | CNL Strategic Capital, LLC | 0001387131-21-009514 ↗ |
| 2021-10-22 | S-1/A | S-1/A (amendment) | CNL Strategic Capital, LLC | 0001387131-21-010192 ↗ |
| 2021-11-01 | EFFECT | EFFECT (declared effective) | CNL Strategic Capital, LLC | 9999999995-21-004108 ↗ |
| 2022-04-14 | EFFECT | EFFECT (declared effective) | CNL Strategic Capital, LLC | 9999999995-22-000974 ↗ |
| 2023-04-21 | EFFECT | EFFECT (declared effective) | CNL Strategic Capital, LLC | 9999999995-23-001000 ↗ |
| 2024-02-15 | S-1 | S-1 (registration) | CNL Strategic Capital, LLC | 0001999371-24-002410 ↗ |
| 2024-05-23 | S-1/A | S-1/A (amendment) | CNL Strategic Capital, LLC | 0001999371-24-006479 ↗ |
| 2024-09-30 | S-1/A | S-1/A (amendment) | CNL Strategic Capital, LLC | 0001999371-24-012612 ↗ |
| 2024-10-29 | S-1/A | S-1/A (amendment) | CNL Strategic Capital, LLC | 0001999371-24-014112 ↗ |
| 2024-11-01 | EFFECT | EFFECT (declared effective) | CNL Strategic Capital, LLC | 9999999995-24-003339 ↗ |
Prospectus pages read 1
| Filed | Form | Read as | Range | Price | Shares | Proceeds | Listing | Underwriters | What was found | Document |
|---|---|---|---|---|---|---|---|---|---|---|
| 2024-10-29 | S-1/A | registration statement | 32,664,408 | - | 0 | primary document; shares headline | document ↗ |
Officers, directors and large holders Forms 3, 4 and 5
| Insider | Role | Title | Filings | Years | On this site |
|---|---|---|---|---|---|
| BHAVSAR CHIRAG J | Officer | Chief Executive Officer | 2 | 2020–2021 | |
| Bracco Tracey B. | Officer | General Counsel and Secretary | 1 | 2020 | person page Fuzzy |
| LEVINE ARTHUR E | Director | 1 | 2020 | ||
| Linsz Mark D. | Director | 1 | 2020 | ||
| POSEN BENJAMIN A | Director | 1 | 2020 | ||
| SCHLEMOVITZ BRETT A | Officer | Chief Operating Officer | 2 | 2020–2021 | |
| SENEFF JAMES M JR | Director | 8 | 2020–2023 | ||
| Tipton Tammy | Officer | Chief Financial Officer | 3 | 2020–2022 | |
| Woody Robert J | Director | 1 | 2020 | ||
| SUBASI SAFAK | Officer | Senior Vice President | 3 | 2022–2023 | |
| Drury Paul W | Officer | Senior Managing Director | 3 | 2022–2024 | |
| Schwartz Andrew M. | Director | 1 | 2025 | ||
| Yochum Bradley Scott | Officer | General Counsel and Secretary | 1 | 2025 |
Everyone who filed an insider report for this company, from the SEC’s Insider Transactions Data Sets (2006 on). Person pages are matched by name and state only.
Private offerings before or after (Form D)
| First filed | Issuer | Industry | Offering | Sold | Investors | Filings |
|---|---|---|---|---|---|---|
| 2020-02-27 | CNL Strategic Capital, LLC | Manufacturing | $50,000,000 | $0 | 0 | 1 |
| 2019-07-24 | CNL Strategic Capital, LLC | Manufacturing | $50,000,000 | $0 | 0 | 1 |
| 2019-05-20 | CNL Strategic Capital, LLC | Manufacturing | $50,000,000 | $0 | 0 | 1 |
| 2017-08-03 | CNL Strategic Capital, LLC | Manufacturing | $200,000,000 | $0 | 0 | 1 |
Data: SEC EDGAR. The quarterly full index (every S-1, S-1/A, F-1 and F-1/A since 1993, with the pricing prospectus, notice of effectiveness and withdrawal request of each registrant) and the company submissions data (SIC, state of incorporation, address, EIN, tickers, former names). Company details are what EDGAR holds today, not at the time of the filing.
Also on this site Fuzzy
| Record | Name as filed | Where | Dataset | Matched by |
|---|---|---|---|---|
| Business registration | CNL STRATEGIC CAPITAL, LLC | FL | State business registries | name and state |
| Form D issuer | CNL Strategic Capital, LLC | FL | Form D private offerings | CIK (EXACT) |
| SEC filer | CNL Strategic Capital, LLC | SEC filers (EDGAR) | CIK (EXACT) | |
| Person page | Tracey B Bracco | People (Form 990 officers, directors and employees) | officer, director or 10% owner on the company's Forms 3, 4 and 5 (Officer) |
Matched by an identifier (EIN, CIK, CRD), by name and state or city, or by street address; a shared name or address is not proof of the same person or organization. Every link says how it was made; how the cross-referencing works.
Others with the same interests
SIC industry Investment Advice, FL first:
- AFFILIATED MANAGERS GROUP, INC. FL
- Abacus Global Management, Inc. FL
- Dynasty Financial Partners Inc. FL
- FEDERATED HERMES, INC. PA
- BlackRock Holdco 2, Inc. NY
- NEUBERGER BERMAN INC NY
- HENNESSY ADVISORS INC CA
- Ares Management Corp CA
- Wright Investors Service Holdings, Inc. NY
- COHEN & STEERS, INC. NY
In other datasets, the same topic (Finance) in FL:
- Form D issuer: Aeterna Opes NH Fund I LP (Form D private offerings)
- Lobbying client: 777 PARTNERS LLC (Federal lobbying (LDA))
Interests: Investment Advice · Finance