Ecofin Advisors LLC

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Assets, Funds, Holdings

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Ecofin Advisors LLC
CRD #309902
SEC #801-119181
CIK #0001824572, 0001387869
AUM $601.4 MM (2024-03-30)
Employees 35 (51% Investors, 3% Brokers)
Phone913-981-1020
Address6363 College Boulevard
Overland Park, KS 66211-1938
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram]
Total AUM ($MM)
70056042028014002009201420192025
Sector Form 13F Holdings Cap ($BB) Value ($BB)
TRGP 14.2 0.8
MPLX 29.8 0.6
ET 31.9 0.6
LNG 34.3 0.6
OKE 25.4 0.6
WMB 38.7 0.5
EPD 54.0 0.5
WES 9.9 0.3
PAA 7.1 0.3
HESM 1.3 0.3
View All
Holdings by Sector ($BB)
2016128402013201720212025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 3 61.5
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 2 158.7
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 5 337.5
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 1 5.5
Total 11 563.1
By Discretionary
Discretionary 10 557.7
Non-Discretionary 1 5.5
Total 11 563.1
By Non-United States Persons
Non-United States Persons 130.8
United States Persons 432.3
Total 11 563.1
EDGAR Form CIK 2011 - 2024
13F-HR [0001387869]
13F-NT [0001387869]
3 [0001387869]
4 [0001387869]
SC 13G [0001387869]
3 [0001824572]
Form 13D/13G Filer Form 13D/13G Subject Filed
Ecofin Ltd NRG Yield Inc [2016-04-06]
Ecofin Ltd Rubicon Technology Inc [2016-04-06]
Form 3/4/5 Subject 2011 - 2024
Ecofin Advisors, LLC
Ecofin Tax-Exempt Private Credit Fund, Inc.
Ecofin Advisors Ltd
Ecofin Sustainable & Social Impact Term Fund
Lonestar Resources US Inc.
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