← 栏目首页 | 数据源：SEC Form ADV Part 1（FOIA 全量数据包）· 该机构最新一次申报（03/29/2024）
CNL FUND ADVISORS II, LLC · 所有者与执行高管（CRD 174178）
机构事实页：CNL FUND ADVISORS II, LLC 事实页 → | 官方原文：IAPD firm-summary/174178
Schedule A · 直接所有者（4 条）
| 名称 | 类型 | 职务 / 身份 | 控制人 | 持股方式 |
|---|---|---|---|---|
| CNL FINANCIAL GROUP INVESTMENT MANAGEMENT, LLC | 境内实体 | DIRECT OWNER - VOTING | 是 | E |
| BHAVSAR, CHIRAG, JASHVANTLAL | 个人 | CHIEF FINANCIAL OFFICER, CHIEF OPERATING OFFICER | 是 | NA |
| BHAVSAR, CHIRAG, JASHVANTLAL | 个人 | MANAGER OF MANAGING MEMBER | 是 | NA |
| YOCHUM, BRADLEY, SCOTT | 个人 | CHIEF COMPLIANCE OFFICER | 是 | NA |
Schedule B · 执行高管（13 条）
| 名称 | 职务 | 控制人 |
|---|---|---|
| CNL FINANCIAL GROUP, LLC | 100% SHAREHOLDER (99% NON-VOTING; 1% VOTING) | 是 |
| CNL HOLDINGS, LLC | 100% MEMBER | 是 |
| SENEFF, JAMES, MONROE | 100% MEMBER | 是 |
| CNL HEALTHCARE CORP. | CLASS A SHAREHOLDER - LESS THAN 25% | — |
| CFGIM HOLDING CORP. | CLASS A SHAREHOLDER - LESS THAN 25% | — |
| CFG I, INC. | 100% SHAREHOLDER | 是 |
| CNL FINANCIAL GROUP, LLC | 100% SHAREHOLDER 99% NON VOTING 1 % VOTING | 是 |
| CNL STRATEGIC CAPITAL MANAGEMENT, LLC | CLASS A SHAREHOLDER - LESS THAN 25% | — |
| CFG XVI, INC. | 100% SHAREHOLDER | 是 |
| CNL FINANCIAL GROUP, LLC | 100% SHAREHOLDER (99% NON-VOTING; 1% VOTING) | 是 |
| CNL STRATEGIC ASSET MANAGEMENT, LLC | CLASS A SHAREHOLDER-LESS THAN 25% | — |
| CFG XVII, INC. | 100% SHAREHOLDER | 是 |
| CNL FINANCIAL GROUP INC | CLASS A SHAREHOLDER-LESS THAN 25% | — |
口径：Form ADV 为投资顾问向 SEC/IARD 的申报，所有者与高管为机构自报；本库取该机构在数据区间内的最新一次申报快照（官方数据包截至 2024-12-31），此后的人事变化不在本页反映。持股方式为 ADV 原始代码。
