Hedge Fund Database

TIS ADVISORS

TORTOISE INDEX SOLUTIONS, LLC Legal Name

Adviser information for TIS ADVISORS 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 2
Investment Advisory/Research 1
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 0
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 2 $592.4M
Non-Discretionary 0 $0
Total 2 $592.4M

Clients

Type Number RAUM
Individuals 0 $0
HNW Individuals 0 $0
Banking or thrift institutions 0 $0
Investment companies 2 $592.4M
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 0 $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 0
No. of Non-U.S. Clients 0

Services

Advisory Services Portfolio management for investment companies
Compensation % of AUM
Other Business Activities Commodity pool operator or commodity trading advisor

Identifiers

SEC RIA File Number 801-96272
SEC ERA File Number 801-96272
SEC CIK Numbers 1650373
SEC CRD Numbers 213515
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

etp.tortoiseecofin.com etp.tortoiseadvisors.com etp.ecofininvest.com

Chief Compliance Officer

DIANE BONO
6363 COLLEGE BOULEVARD
SUITE 100A
OVERLAND PARK
KS
United States
Tel: 913-890-2150
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
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

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 02/2015 < 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 – CHIEF FINANCIAL OFFICER 04/2024 < 5%
FLORENCE, THOMAS, IBBERSON Individual – CHIEF EXECUTIVE OFFICER 04/2024 < 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
KRUSKE, JEFFREY, SCOTT Individual – GENERAL COUNSEL 04/2024 < 5%

No. Employees, Historic

105020192020202120222023202420254 on 12/16/20194 on 1/8/20202 on 3/27/20202 on 8/6/20202 on 1/13/20212 on 3/30/20212 on 5/25/20212 on 7/6/20212 on 8/6/20212 on 3/30/20222 on 3/29/20232 on 11/14/20232 on 1/31/20242 on 3/30/2024

RAUM, Historic

700M350M02019202020212022202320242025298798579 on 12/16/2019298798579 on 1/8/2020522808678 on 3/27/2020522808678 on 8/6/2020522808678 on 1/13/2021405435916 on 3/30/2021405435916 on 5/25/2021405435916 on 7/6/2021405435916 on 8/6/2021579730444 on 3/30/2022639320312 on 3/29/2023639320312 on 11/14/2023639320312 on 1/31/2024592358635 on 3/30/2024

No. Clients, Historic

105020192020202120222023202420252 on 12/16/20192 on 1/8/20203 on 3/27/20203 on 8/6/20203 on 1/13/20213 on 3/30/20213 on 5/25/20213 on 7/6/20213 on 8/6/20213 on 3/30/20222 on 3/29/20232 on 11/14/20232 on 1/31/20242 on 3/30/2024

Holdings

From latest 13F, filed May 10th, 2024 for period ending March 31st, 2024
Name Class Value $USD # Shares Private Fund
A O SMITH cs 2M 24K –
Advanced Drainage Systems Inc cs 2M 13K –
AMERICAN WTR WKS CO INC NEW CO cs 3M 27K –
Antero Midstream Corporation cs 8M 570K –
Archrock, Inc. cs 5M 230K –
Atmos Energy Corp cs 19M 163K –
Badger Meter, Inc. cs 931K 6K –
California Water Service Group cs 526K 11K –
Cheniere Energy Inc. cs 35M 216K –
Chesapeake Utilities Corporati cs 4M 37K –
Core & Main Inc cs 2M 33K –
DT Midstream Inc cs 6M 101K –
Ecolab Inc. cs 4M 17K –
Enbridge Inc cs 36M 1M –
Energy Recovery Inc cs 175K 11K –
Equitrans Midstream Corporatio cs 9M 725K –
Essential Utilities Inc cs 2M 49K –
Excelerate Energy Inc. cs 297K 19K –
Franklin Electric Co Inc cs 831K 8K –
IDEX Corporation cs 2M 9K –
Kinder Morgan Inc cs 33M 2M –
Kinetik Holdings Inc cs 2M 58K –
Kodiak Gas Services Inc cs 461K 17K –
Lindsay Corporation cs 254K 2K –
Montrose Environmental Group cs 213K 5K –
Mueller Water Products, Inc. cs 493K 31K –
National Fuel Gas Co cs 8M 154K –
New Fortress Energy Inc. cs 3M 110K –
New Jersey Resources Corporati cs 7M 165K –
Nisource Inc cs 19M 692K –
Northwest Natural Holding Co. cs 2M 62K –
ONE Gas, Inc. cs 6M 93K –
ONEOK, Inc cs 36M 453K –
PENTAIR INC cs 2M 26K –
Plains GP Holdings, L.P. cs 4M 204K –
Select Water Solutions Inc. cs 147K 16K –
Sjw Corp cs 322K 6K –
Southwest Gas Corporation cs 8M 101K –
Spire Inc cs 6M 92K –
Targa Resources Corp. cs 20M 180K –
TC Energy Corp. cs 35M 878K –
Tetra Tech, Inc. cs 2M 10K –
Veralto Corp cs 3M 31K –
Watts Water Technologies, Inc. cs 1M 5K –
WILLIAMS COS INC COM cs 38M 963K –
Xylem Inc. cs 4M 31K –
Zurn Elkay Water Solutions Cor cs 925K 28K –
Pembina Pipeline Corp cs 19M 534K –
Stantec Inc. cs 2M 22K –
Cheniere Energy Partners LP lp 2M 39K –
CrossAmerica Partners LP lp 431K 19K –
Delek Logistics Partners LP lp 371K 9K –
Energy Transfer LP lp 19M 1M –
Enlink Midstream, LLC lp 5M 398K –
Enterprise Products Partners L lp 20M 670K –
Genesis Energy L.P. lp 1M 116K –
Global Partners LP lp 1M 29K –
Hess Midstream LP lp 3M 83K –
MPLX LP lp 15M 363K –
NuStar Energy L.P. lp 3M 117K –
Plains All American Pipeline, lp 8M 472K –
Sunoco LP lp 3M 58K –
USA Compression Partners LP lp 2M 61K –
Western Midstream Partners LP lp 7M 197K –