Contact Us Visit CNL Securities Overview Investment Strategy Performance Management Investor Resources News Investor Resources Forms & Literature To view a copy of any of the literature or forms associated with CNL Strategic Capital, please click on the documents linked below. Viewing the documents within this section requires Adobe Reader, which you can download for free. To view CNL Strategic Capital's Subscription Agreement, please visit cnlsecurities.com. Literature Prospectus Risk Factors Overview Brochure Partner Profile Fact Card Portfolio Overview Schedule K-1 Update Share Repurchase Program Forms Investor Change Form Transfer Form Transfer Form for Secondary Sales Transfer on Death Beneficiary Registration Form Distribution Reinvestment Plan Form Share Repurchase Form Annual Reports 2020 Annual Report 2019 Annual Report 2018 Annual Report Videos CNL Strategic Capital: Watch & Learn Investor Resources Distributions Declared Corporate Governance SEC Filings Tax Reporting Current Investor Login Quick Links: Home Prospectus Risk Factors Corporate Governance Privacy Policy Terms of Use Contact Us Site Map COVID-19 has had a limited impact on CNL Strategic Capital to date, yet the pandemic may have an adverse impact on the portfolio. Further, the spread of COVID-19 has caused severe disruptions in the U.S. and global economy and financial markets causing issues of unknown magnitude and duration. This is not an offer to sell nor a solicitation of an offer to buy shares of CNL Strategic Capital. Only the prospectus makes such an offer. This piece must be read in conjunction with the prospectus in order to understand fully all the objectives, risks, charges and expenses associated with an investment and must not be relied upon to make a decision. Please read the prospectus, including the Risk Factors section, for full details. Neither the U.S. Securities and Exchange Commission, the Attorney General of the State of New York nor any other state regulator has passed on or endorsed the merits of this offering. Any representation to the contrary is unlawful. An investment in CNL Strategic Capital, LLC is considered speculative and involves a high degree of risk, including the loss of all or a substantial amount of your investment. This offering is not suitable for everyone; investors are expected to meet the following: minimum financial suitability standards, time horizon, and risk tolerance to name a few. See your firm’s policies and the Suitability Standards section of the prospectus for details. An investment in CNL Strategic Capital is illiquid. Shares sold in this offering will not be listed on an exchange or quoted through a quotation system for the foreseeable future, if ever. If investors are able to sell their shares, they will likely receive less than their purchase price. Distributions paid are not solely based upon performance. Distributions are not guaranteed in frequency or amount. Distributions will be paid from net investment income, offering proceeds, borrowings or reimbursable expense support; the latter three will reduce future cash available for distributions and be dilutive to future shareholders. CNL Strategic Capital commenced operations in February 2018 and has a limited operating history. It may be unable to successfully implement its business and acquisition strategies or meet its investment objectives. Investors will not have the opportunity to evaluate businesses prior to acquisition. If CNL Strategic Capital is unable to raise substantially more funds, it will be limited in the number of businesses it acquires, which reduces diversification and increases the potential for volatility. CNL Strategic Capital is managed by CNL Strategic Capital Management, LLC and sub-managed by Levine Leichtman Strategic Capital, LLC, which are affiliates of CNL Financial Group and Levine Leichtman Capital Partners, respectively. Each managing entity is an investment adviser registered with the U.S. Securities and Exchange Commission. CNL Strategic Capital is regulated as a direct participation program (DPP). Managing dealer of CNL Strategic Capital is CNL Securities Corp., member FINRA/SIPC. CNL Securities cannot provide investment advice for any individual or any individual situation, and is not acting in a fiduciary capacity to any investor. Please speak with your financial professional regarding what share class may be best for your investment strategy. © 2021 CNL Strategic Capital Management, LLC. All Rights Reserved. CNL® and the Squares Within Squares design trademarks are used under license from CNL Intellectual Properties, LLC. Not for use in NJ. Our website uses cookies to help us better understand how our site is used and to tailor advertising. By clicking OK and continuing to use this website, you are consenting to the use of cookies. View privacy policy There are significant risks and investment costs associated with an investment in CNL Strategic Capital. This investment is considered speculative and is not suitable for all investors. To view a summary of these risks and costs, see the Risk Factors below. This material must be read in conjunction with the prospectus to fully understand the implications and risks involved in this offering. Carefully read the prospectus before investing. Prospectus [PDF] » Risk Factors » OKCancel