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Ecofin Advisors LLC
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CRD # | 309902 |
SEC # | 801-119181 |
CIK # | 0001824572, 0001387869 |
AUM | $601.4 MM (2024-03-30) |
Employees | 35 (51% Investors, 3% Brokers) |
Phone | 913-981-1020 |
Address | 6363 College Boulevard Overland Park, KS 66211-1938 |
Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
Total AUM ($MM) |
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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 ($BB) |
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AUM Breakdown | Accounts | AUM ($MM) |
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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 |
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13F-HR | [0001387869] | |
13F-NT | [0001387869] | |
3 | [0001387869] | |
4 | [0001387869] | |
SC 13G | [0001387869] | |
3 | [0001824572] |
Form 13D/13G Filer | Form 13D/13G Subject | Filed |
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Ecofin Ltd | NRG Yield Inc | [2016-04-06] |
Ecofin Ltd | Rubicon Technology Inc | [2016-04-06] |
Form 3/4/5 Subject | 2011 - 2024 |
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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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