Hedge Fund Database

TORTOISEECOFIN INVESTMENTS PARTNERS, LLC

Adviser information for TORTOISEECOFIN INVESTMENTS PARTNERS, LLC last updated from Form ADV on November 14th, 2023. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Delaware, United States

Employees

Total Number of Employees 16
Investment Advisory/Research 16
Registered Broker-Dealer Representatives 16
Registered State Investment Advisers 16
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios No

Clients

Type Number RAUM
Individuals 0 $0
HNW Individuals 0 $0
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 35 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 35
No. of Non-U.S. Clients 0

Services

Advisory Services SOLICITATION FOR OTHER AFFILIATED INVESTMENT ADVISERS
Compensation REVENUE-BASED SOLICITATION/REFERRAL FEE

Identifiers

SEC RIA File Number 801-108410
SEC ERA File Number 801-108410
SEC CIK Numbers None
SEC CRD Numbers 285213
Legal Entity Identifier None

Principal Office

6363 COLLEGE BOULEVARD
SUITE 100A
OVERLAND PARK
KS
United States
Monday - Friday, 8-5
Tel: 913-981-1020, Fax: 913-981-1021

Websites

podcasts.ecofininvest.com cef.ecofininvest.com podcasts.tortoiseecofin.com instagram.com/ecofininvest www.linkedin.com/company/tortoiseecofin www.facebook.com/tortoise-capital-advisors-206140182826200/ www.linkedin.com/company/tortoise-capital-advisors youtube.com/user/tortoisecapitaltv ucits.ecofininvest.com intervalfunds.ecofininvest.com oef.tortoiseecofin.com cef.tortoiseecofin.com etp.tortoiseecofin.com tortoisespac.com www.tortoiseecofin.com ecofininvest.com etp.ecofininvest.com www.linkedin.com/company/ecofin/ twitter.com/ecofininvest twitter.com/tortoiseecofin www.instagram.com/tortoiseecofin www.facebook.com/ecofininvest vimeo.com/user195742134 vimeo.com/user38568788 oef.ecofininvest.com uk.ecofininvest.com

Chief Compliance Officer

DIANE BONO
6363 COLLEGE BOULEVARD
SUITE 100A
OVERLAND PARK
KS
United States
Tel: 913-530-0993
Fax: 913-981-1021
(Full email address available in API data)

Industry Affiliates

ECOFIN ADVISORS LIMITED Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor
ECOFIN ADVISORS, LLC Other investment adviser, including financial planners
ECOFIN EC GP, LLC Sponsor, GP, manager of pooled investment vehicles
ECOFIN ETA GP, LLC Sponsor, GP, manager of pooled investment vehicles
ECOFIN MANAGEMENT, LLC Sponsor, GP, manager of pooled investment vehicles
ECOFIN NORTH AMERICAN GENERAL PARTNER LIMITED Sponsor, GP, manager of pooled investment vehicles
TIS ADVISORS Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor
TORTOISE CAPITAL ADVISORS, L.L.C. Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor
TORTOISE DIRECT OPPORTUNITIES GP II LLC Sponsor, GP, manager of pooled investment vehicles
TORTOISE MANAGEMENT, LLC Sponsor, GP, manager of pooled investment vehicles
TORTOISEECOFIN DSIF II GP, LLC Sponsor, GP, manager of pooled investment vehicles
TORTOISEECOFIN DSIF III GP, LLC Sponsor, GP, manager of pooled investment vehicles
TORTOISEECOFIN EOF GP, LLC Sponsor, GP, manager of pooled investment vehicles
TORTOISEECOFIN MUNICIPAL CREDIT GP, LLC Sponsor, GP, manager of pooled investment vehicles
TORTOISEECOFIN SECURITIES, LLC Broker-dealer, municipal securities dealer, or gov securities broker or dealer

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
BONO, DIANE, MARIE Individual – CHIEF COMPLIANCE OFFICER 08/2016 < 5%
BIRZER, HAROLD, KEVIN Individual TORTOISEECOFIN BORROWER LLC (FORMERLY TORTOISE BORROWER LLC) CHIEF EXECUTIVE OFFICER 01/2018
HENSON, GARY, PAUL Individual TORTOISEECOFIN BORROWER LLC (FORMERLY TORTOISE BORROWER LLC) PRESIDENT 01/2018
TORTOISEECOFIN BORROWER LLC (FORMERLY TORTOISE BORROWER LLC) Domestic Entity – MEMBER 01/2018 > 75%
SALLEE, MATTHEW, GREGORY PRESTON Individual – DIRECTOR 01/2018 < 5%
TORTOISEECOFIN PARENT HOLDCO LLC (FORMERLY TORTOISE PARENT HOLDCO LLC) Domestic Entity TORTOISEECOFIN BORROWER LLC (FORMERLY TORTOISE BORROWER LLC) SOLE MEMBER 01/2018 > 75%
TORTOISEECOFIN INVESTMENTS, LLC (FORMERLY TORTOISE INVESTMENTS, LLC) Domestic Entity TORTOISEECOFIN PARENT HOLDCO LLC (FORMERLY TORTOISE PARENT HOLDCO LLC) MEMBER 01/2018 > 75%
LM TORTOISE HOLDINGS LLC Domestic Entity TORTOISEECOFIN INVESTMENTS, LLC (FORMERLY TORTOISE INVESTMENTS, LLC) MEMBER 01/2018 50-75%
LM TORTOISE INVESTMENT HOLDINGS IV CO-INVESTMENT LLC Domestic Entity LM TORTOISE HOLDINGS LLC MEMBER 01/2018 50-75%
LM TORTOISE HOLDINGS CO-INVESTMENT LLC Domestic Entity LM TORTOISE HOLDINGS LLC MEMBER 01/2018 25-50%
HCF4 HOLDINGS LLC Domestic Entity LM TORTOISE HOLDINGS CO-INVESTMENT LLC MEMBER 01/2018 25-50%
LM TORTOISE INVESTMENT HOLDINGS IV LLC Domestic Entity LM TORTOISE INVESTMENT HOLDINGS IV CO-INVESTMENT LLC MANAGING MEMBER 01/2018 50-75%
LOVELL MINNICK EQUITY PARTNERS IV LP Domestic Entity LM TORTOISE INVESTMENT HOLDINGS IV LLC MEMBER 01/2018 50-75%
LM TORTOISE INVESTMENT HOLDINGS IV-A INC. Domestic Entity LM TORTOISE INVESTMENT HOLDINGS IV LLC MEMBER 01/2018 25-50%
LOVELL MINNICK EQUITY PARTNERS IV-A LP Domestic Entity LM TORTOISE INVESTMENT HOLDINGS IV-A INC. OWNER 01/2018 > 75%
LOVELL MINNICK EQUITY ADVISORS IV LP Domestic Entity LOVELL MINNICK EQUITY PARTNERS IV LP GENERAL PARTNER 01/2014
LOVELL MINNICK EQUITY ADVISORS IV LP Domestic Entity LOVELL MINNICK EQUITY PARTNERS IV-A LP GENERAL PARTNER 01/2014
FUND IV UGP LLC Domestic Entity LOVELL MINNICK EQUITY ADVISORS IV LP GENERAL PARTNER 01/2014
LOVELL MINNICK PARTNERS LLC Domestic Entity FUND IV UGP LLC MANAGING MEMBER 01/2014 > 75%
Behrens, Brent, Wayne Individual – DIRECTOR 11/2023 < 5%
KESSENS, BRIAN, ALAN Individual – DIRECTOR 11/2023 < 5%
THUMMEL, ROBERT, JOSEPH Individual – DIRECTOR 11/2023 < 5%

No. Employees, Historic

4020020192020202120222023202433 on 12/16/201933 on 1/9/202024 on 3/30/202024 on 4/16/202024 on 8/6/202024 on 1/14/202123 on 3/31/202123 on 5/25/202123 on 7/6/202123 on 7/8/202123 on 8/6/202118 on 3/30/202216 on 3/30/202316 on 11/14/2023

No. Clients, Historic

1005002019202020212022202320240 on 12/16/20190 on 1/9/202099 on 3/30/202099 on 4/16/202099 on 8/6/202099 on 1/14/202151 on 3/31/202151 on 5/25/202151 on 7/6/202151 on 7/8/202151 on 8/6/202137 on 3/30/202235 on 3/30/202335 on 11/14/2023