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 $94.5 M (2025-03-27)
Employees 24 (75% Investors, 0% Brokers)
Phone913-981-1020
Address5901 College Boulevard
Overland Park, KS 66211-1861
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram]
Total AUM ($M)
70056042028014002011201620212026
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)
2016128402012201620212026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 4 124.5
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 1 122.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 6 349.4
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 1 5.5
Total 12 601.4
By Discretionary
Discretionary 11 595.9
Non-Discretionary 1 5.5
Total 12 601.4
By Non-United States Persons
Non-United States Persons 118.5
United States Persons 482.9
Total 12 601.4
EDGAR Form CIK 2011 - 2025
13F-HR [0001387869]
13F-NT [0001387869]
3 [0001387869]
4 [0001387869]
SC 13G [0001387869]
3 [0001824572]
Form 13D/13G Filer Form 13D/13G Subject Filed
Ecofin Ltd NRG Yield Inc [2016-04-06]
Ecofin Ltd Rubicon Technology Inc [2016-04-06]
Form 3/4/5 Subject 2011 - 2025
Tax-Exempt Private Credit Fund, Inc.
Ecofin Advisors, LLC
Tortoise Sustainable & Social Impact Term Fund
Ecofin Advisors Ltd
Lonestar Resources US Inc.
Comparable Firms State AUM ($B)
Heirloom Investment Management LLC
0.1
Heritage Wealth Management Inc
MA 0.1
Gordon Asset Management LLC
TX 0.1
Pope Asset Management LLC
TN 0.1
RGA Investment Advisors LLC
NY 0.1
Sumnicht & Associates LLC
WI 0.1
Ortelius Capital Partners LLC
NY 0.1
BRS Financial LLC
AR 0.1
Schmidt Advisory Services Inc
IL 0.1
Hudson Park Management LLC
NY 0.1
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