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How To Invest

Thank you for your interest in our alternative investment solutions. Prospective investors are encouraged to contact their financial advisor to find out if investing in a CNL Securities sponsored product is suitable for them.

CNL products are exclusively available through select selling firms. Financial advisors signed on to sell a CNL product, should review the prospectus and any accompanying supplements related to the investment product(s) being considered.

If your selling firm is not signed on to any of our products, please contact our key accounts team at 855-209-5235 for more information.

To subscribe to shares:

1Confirm

Confirm that your client meets the suitability standards described in the prospectus.

2Complete

Complete and execute the subscription agreement.

3Submit

Submit the signed executed subscription agreement with a check for the full purchase price of the shares.

Financial Suitability Standards:

  • $250,000 net worth (excluding home, furnishing and personal automobiles)
  • Or $70,000 net worth and $70,000 annual gross income.  Some states may have additional standards.  These states include but are not limited to AL, CA, IA, ID, KS, KY, MA, ME, MI, ND, NE, NJ, NM, OH, OK, TN, TX and VT. See the suitability standards in the prospectus.

Please see the prospectus for a complete list of defined terms and discussion of the risks associated with the offering.

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