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| Happy Holidays!! thanks for using AUM13F!! |
| Ecofin Advisors LLC
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| CRD # | 309902 |
| SEC # | 801-119181 |
| CIK # | 0001824572, 0001387869 |
| AUM | $94.5 M (2025-03-27) |
| Employees | 24 (75% Investors, 0% Brokers) |
| Phone | 913-981-1020 |
| Address | 5901 College Boulevard Overland Park, KS 66211-1861 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Targa Resources Corp | 0.7 | ||
| MPLX LP | 0.6 | ||
| Energy Transfer Equity LP | 0.6 | ||
| Oneok Inc /New/ | 0.6 | ||
| Cheniere Energy Inc | 0.6 | ||
| Williams Companies Inc | 0.6 | ||
| Enterprise Products Partners L P | 0.5 | ||
| Transcanada Corp | 0.4 | ||
| Western Gas Equity Partners LP | 0.3 | ||
| Hess Midstream LP | 0.3 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 4 | 124.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 122.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 6 | 349.4 |
| (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 | 12 | 601.4 |
| By Discretionary | ||
| Discretionary | 11 | 595.9 |
| Non-Discretionary | 1 | 5.5 |
| Total | 12 | 601.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 118.5 | |
| United States Persons | 482.9 | |
| Total | 12 | 601.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 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 - 2025 |
|---|---|
| Tax-Exempt Private Credit Fund, Inc. | |
| Ecofin Advisors, LLC | |
| Tortoise Sustainable & Social Impact Term Fund | |
| Ecofin Advisors Ltd | |
| Lonestar Resources US Inc. |
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