Hedge Fund Database

TORTOISE CAPITAL ADVISORS, L.L.C.

Adviser information for TORTOISE CAPITAL ADVISORS, L.L.C. last updated from Form ADV on March 30th, 2024. 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 54
Investment Advisory/Research 23
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 4
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 359 $6.9B
Non-Discretionary 0 $0
Total 359 $6.9B

Clients

Type Number RAUM
Individuals 3 $515,852
HNW Individuals 256 $399.2M
Banking or thrift institutions 0 $0
Investment companies 10 $4.3B
Business development companies 0 $0
Pooled investment vehicles 2 $76.6M
Pension and profit sharing plans 1 $9.4M
Charitable organizations 16 $189.1M
State or municipal gov entities 14 $1.5B
Other investment advisers 0 $0
Insurance companies 6 $221.3M
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 47 $152.6M
Other 4 $705,855
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0

Services

Advisory Services Portfolio management for individuals and/or small businessesPortfolio management for investment companiesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clients
Compensation % of AUMPerformance-based fees
Other Business Activities Commodity pool operator or commodity trading advisor

Wrap Fee Program

Offers Wrap Fee Program Yes
Acting As RAUM
Sponsor 0
Portfolio Manager 250.1M
Both for Same 0
Portfolio Manager to Program Sponsor
CONSULTING AND EVALUATION SERVICES (CES) MORGAN STANLEY
ROBERT W. BAIRD DUAL CONTRACT PROGRAM ROBERT W. BAIRD & CO. INCORPORATED
STIFEL CONNECT PROGRAM STIFEL, NICOLAUS & COMPANY, INCORPORATED
GLOBAL MANAGER STRATEGIES SEPARATE ACCOUNT PROGRAM GOLDMAN SACHS & CO. LLC
MANAGED ACCOUNT MARKETPLACE CHARLES SCHWAB & CO., INC.
INVESTMENT MANAGEMENT SERVICES (IMS) MORGAN STANLEY
MERRILL LYNCH STRATEGIC PORTFOLIO ADVISOR SERVICE MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
MANAGED ACCOUNTS CONSULTING UBS FINANCIAL SERVICES INC.

Identifiers

SEC RIA File Number 801-61622
SEC ERA File Number 801-61622
SEC CIK Numbers 1280965, 1355673
SEC CRD Numbers 123711
Legal Entity Identifier 2549002CGOZK5RQVXG26

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

www.facebook.com/tortoise-capital-advisors-206140182826200/ www.linkedin.com/company/tortoiseecofin www.instagram.com/tortoiseecofin twitter.com/tortoiseecofin www.linkedin.com/company/tortoise-capital-advisors oef.ecofininvest.com www.tortoiseecofin.com podcasts.tortoiseecofin.com cef.ecofininvest.com youtube.com/user/tortoisecapitaltv intervalfunds.ecofininvest.com www.tortoiseadvisors.com

Chief Compliance Officer

DIANE BONO
MANAGING DIRECTOR
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 DSIF IV GP LLC Sponsor, GP, manager of pooled investment vehicles
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
TIS ADVISORS 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

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
TORTOISE COMMINGLED MLP FUND, LLC COMMINGLED LLC $77.1M $0.1M 53
TORTOISE DIRECT OPPORTUNITIES FUND II, LP Hedge Fund $8.1M $1.0M 65

Control Persons

Name Type Entity Title Since Ownership
BONO, DIANE, MARIE Individual – CHIEF COMPLIANCE OFFICER 06/2006 < 5%
TORTOISEECOFIN BORROWER LLC (FORMERLY TORTOISE BORROWER LLC) Domestic Entity – MANAGING MEMBER 01/2018 > 75%
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%
FLORENCE, THOMAS, IBBERSON Individual TORTOISEECOFIN BORROWER LLC (FORMERLY TORTOISE BORROWER LLC) CHIEF EXECUTIVE OFFICER 04/2024
KRUSKE, JEFFREY, SCOTT Individual TORTOISEECOFIN BORROWER LLC (FORMERLY TORTOISE BORROWER LLC) GENERAL COUNSEL 04/2024
Behrens, Brent, Wayne Individual TORTOISEECOFIN BORROWER LLC (FORMERLY TORTOISE BORROWER LLC) CHIEF FINANCIAL OFFICER 04/2024
FLORENCE, THOMAS, IBBERSON Individual – CHIEF EXECUTIVE OFFICER 04/2024 < 5%
KRUSKE, JEFFREY, SCOTT Individual – GENERAL COUNSEL 04/2024 < 5%

No. Employees, Historic

2001000201920202021202220232024202595 on 9/27/201995 on 12/2/201995 on 1/9/2020102 on 3/30/2020102 on 6/29/2020102 on 8/7/2020102 on 9/3/2020102 on 1/13/2021102 on 1/13/202191 on 3/31/202191 on 4/20/202191 on 5/25/202191 on 7/6/202191 on 7/7/202191 on 8/5/202191 on 11/12/202185 on 3/30/202285 on 8/25/202285 on 11/3/202285 on 12/16/202285 on 1/26/202371 on 3/30/202371 on 8/7/202371 on 11/14/202371 on 1/31/202454 on 3/30/2024

RAUM, Historic

20B10B0201920202021202220232024202514544545399 on 9/27/201914544545399 on 12/2/201914544545399 on 1/9/202017517314335 on 3/30/202017517314335 on 6/29/202017517314335 on 8/7/202017517314335 on 9/3/202017517314335 on 1/13/202117517314335 on 1/13/20216344484208 on 3/31/20216344484208 on 4/20/20216344484208 on 5/25/20216344484208 on 7/6/20216344484208 on 7/7/20216344484208 on 8/5/20216344484208 on 11/12/20217095461456 on 3/30/20227095461456 on 8/25/20227095461456 on 11/3/20227095461456 on 12/16/20227095461456 on 1/26/20237253089278 on 3/30/20237253089278 on 8/7/20237253089278 on 11/14/20237253089278 on 1/31/20246906161911 on 3/30/2024

No. Clients, Historic

1,00050002019202020212022202320242025933 on 9/27/2019933 on 12/2/2019933 on 1/9/2020978 on 3/30/2020978 on 6/29/2020978 on 8/7/2020978 on 9/3/2020978 on 1/13/2021978 on 1/13/2021524 on 3/31/2021524 on 4/20/2021524 on 5/25/2021524 on 7/6/2021524 on 7/7/2021524 on 8/5/2021524 on 11/12/2021416 on 3/30/2022416 on 8/25/2022416 on 11/3/2022416 on 12/16/2022416 on 1/26/2023384 on 3/30/2023384 on 8/7/2023384 on 11/14/2023384 on 1/31/2024359 on 3/30/2024

Holdings

From latest 13F, filed August 5th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
AES CORP COM cs 12M 708K –
AES CORP COM cs 6M 334K Ecofin Advisors Ltd
ALLIANT ENERGY CORP COM cs 7M 134K Ecofin Advisors Ltd
Ameren Corporation cs 7M 103K –
Ameren Corporation cs 1M 20K Ecofin Advisors Ltd
Ameren Corporation cs 7M 104K Ecofin Advisors Ltd
AMERICAN ELEC PWR CO INC COM cs 256K 3K –
AMERICAN ELEC PWR CO INC COM cs 6M 64K Ecofin Advisors Ltd
AMERICAN ELEC PWR CO INC COM cs 14M 160K Ecofin Advisors Ltd
AMERICAN WTR WKS CO INC NEW CO cs 3K 25 –
AMERICAN WTR WKS CO INC NEW CO cs 3M 22K Ecofin Advisors Ltd
Antero Midstream Corporation cs 82M 6M –
Aptiv PLC cs 5M 77K Ecofin Advisors Ltd
ATLANTICA SUSTAINABLE INFR PLC cs 6M 286K –
ATLANTICA SUSTAINABLE INFR PLC cs 4M 164K Ecofin Advisors Ltd
ATLANTICA SUSTAINABLE INFR PLC cs 7M 313K Ecofin Advisors Ltd
AUTODESK INC cs 4M 15K Ecofin Advisors Ltd
Avista Corp cs 12M 333K Ecofin Advisors Ltd
Avista Corp cs 12M 359K Ecofin Advisors Ltd
Baker Hughes Co cs 1M 39K –
Cheniere Energy Inc. cs 567M 3M –
Cheniere Energy Partners LP lp 30M 607K –
Chevron Corp cs 3M 20K –
Clearway Energy, Inc. cs 36M 1M –
Clearway Energy, Inc. cs 14M 578K Ecofin Advisors Ltd
Clearway Energy, Inc. cs 18M 724K Ecofin Advisors Ltd
Cms Energy Corp Com cs 15M 251K –
ConocoPhillips cs 21M 186K –
CONSTELLATION ENERGY CORP COM cs 27M 137K –
CONSTELLATION ENERGY CORP COM cs 2M 11K Ecofin Advisors Ltd
CONSTELLATION ENERGY CORP COM cs 31M 154K Ecofin Advisors Ltd
Coterra Energy Inc. cs 13M 483K –
Devon Energy Corporation cs 12M 244K –
Diamondback Energy Inc cs 20M 100K –
DOMINION ENERGY INC COM cs 15M 316K Ecofin Advisors Ltd
DOMINION ENERGY INC COM cs 20M 401K Ecofin Advisors Ltd
DT Midstream Inc cs 73M 1M –
DTE ENERGY CO COM cs 8M 73K –
DTE ENERGY CO COM cs 8M 74K Ecofin Advisors Ltd
Ecofin Sustainable and Social com sh ben int 223K 19K –
EDISON INTL COM cs 14M 199K Ecofin Advisors Ltd
EDISON INTL COM cs 32M 450K Ecofin Advisors Ltd
Enbridge Inc cs 161M 5M –
Energy Transfer LP lp 595M 37M –
Enlink Midstream, LLC lp 198M 14M –
Enterprise Products Partners L lp 470M 16M –
EOG Resources Inc cs 3M 24K –
EQT Corp cs 22M 593K –
Equitrans Midstream Corporatio cs 85M 7M –
Essential Utilities Inc cs 3K 92 –
Essential Utilities Inc cs 2M 58K Ecofin Advisors Ltd
Essential Utilities Inc cs 102K 3K Ecofin Advisors Ltd
Excelerate Energy Inc. cs 15M 814K –
EXELON CORP COM cs 15M 420K Ecofin Advisors Ltd
EXELON CORP COM cs 33M 964K Ecofin Advisors Ltd
Exxon Mobil Corp cs 15M 128K –
Genesis Energy L.P. lp 12M 856K –
Global Partners LP lp 1M 24K –
Hess Midstream LP lp 271M 7M –
Hubbell Inc cs 26M 70K Ecofin Advisors Ltd
Kinder Morgan Inc cs 214M 11M –
Kinetik Holdings Inc cs 23M 544K –
Kodiak Gas Services Inc cs 29M 1M –
Mach Natural Resources LP lp 501K 26K –
Marathon Oil Corp cs 2M 82K –
MPLX LP lp 631M 15M –
New Fortress Energy Inc. cs 6M 286K –
NextDecade Corporation cs 23M 3M –
NEXTERA ENERGY INC COM cs 20M 288K –
NEXTERA ENERGY INC COM cs 15M 206K Ecofin Advisors Ltd
NEXTERA ENERGY INC COM cs 55M 770K Ecofin Advisors Ltd
NEXTERA ENERGY PARTNERS LP COM lp 15M 558K –
NEXTERA ENERGY PARTNERS LP COM lp 15M 536K Ecofin Advisors Ltd
NEXTERA ENERGY PARTNERS LP COM lp 23M 847K Ecofin Advisors Ltd
NGL Energy Partners LP lp 345K 68K –
NXP Semiconductors NV cs 16M 58K Ecofin Advisors Ltd
Occidental Petroleum Corp cs 3M 45K –
ONEOK, Inc cs 554M 7M –
Ovintiv Inc. cs 9M 187K –
PBF Energy Inc. cs 381K 8K –
Pembina Pipeline Corp cs 126M 3M –
Pembina Pipeline Corporation cs 43M 1M –
Phillips 66 cs 10M 71K –
Plains All American Pipeline, lp 337M 19M –
Plains GP Holdings, L.P. cs 220M 12M –
PUBLIC SVC ENTERPRISE GRP INC cs 5M 72K Ecofin Advisors Ltd
PUBLIC SVC ENTERPRISE GRP INC cs 12M 167K Ecofin Advisors Ltd
RENEW ENERGY GLOBAL PLC CL A S cs 14M 2M Ecofin Advisors Ltd
RENEW ENERGY GLOBAL PLC CL A S cs 21M 3M Ecofin Advisors Ltd
Sempra Energy cs 56M 735K –
SolarEdge Technologies Inc cs 3M 100K Ecofin Advisors Ltd
SOUTHERN CO cs 9M 121K Ecofin Advisors Ltd
Suncor Energy Inc cs 2M 41K –
Sunoco LP lp 76M 1M –
SUNRUN INC COM cs 12M 991K Ecofin Advisors Ltd
Targa Resources Corp. cs 805M 6M –
TC Energy Corp. cs 83M 2M –
TE CONNECTIVITY LTD cs 26M 170K Ecofin Advisors Ltd
Teck Resources Ltd cs 14M 297K Ecofin Advisors Ltd
TRANE TECHNOLOGIES PLC COM STK cs 502K 2K Ecofin Advisors Ltd
TXO Partners LP lp 1M 50K –
Vistra Energy Corp. cs 23M 267K –
Vistra Energy Corp. cs 4M 41K Ecofin Advisors Ltd
Vistra Energy Corp. cs 11M 124K Ecofin Advisors Ltd
Western Midstream Partners LP lp 339M 9M –
Westlake Chemical Partners LP lp 3M 133K –
WILLIAMS COS INC COM cs 538M 13M –
Xcel Energy cs 9M 174K Ecofin Advisors Ltd
Xylem Inc. cs 7K 53 –
Xylem Inc. cs 215K 2K Ecofin Advisors Ltd