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| Tortoise Capital Advisors LLC
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|
|---|---|
| CRD # | 123711 |
| SEC # | 801-61622 |
| CIK # | 0001280965 |
| AUM | $7.3 BB (2023-03-30) |
| Employees | 85 (38% Investors, 7% Brokers) |
| Phone | 913-981-1020 |
| Address | 6363 College Boulevard Overland Park, KS 66211-1938 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| TRGP | 14.2 | 0.6 | |
| LNG | 34.3 | 0.6 | |
| ET | 31.9 | 0.5 | |
| MPLX | 29.8 | 0.4 | |
| OKE | 25.4 | 0.4 | |
| WMB | 38.7 | 0.4 | |
| WES | 9.9 | 0.3 | |
| EPD | 54.0 | 0.3 | |
| KMI | 39.0 | 0.3 | |
| PAA | 7.1 | 0.2 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| HF | Tortoise TALF Opportunities Fund LP | [2021-03-31] | 97.6 | 0.0 |
| HF | Tortoise Direct Opportunities Fund II LP | [2018-03-29] | 60.0 | 27.0 |
| HF | Tortoise Direct Opportunities Fund LP | [2017-03-30] | 0.0 | 0.0 |
| Other | US Energy I LLC | 2016-03-30 | 108.4 | |
| Other | Tortoise Commingled MLP Fund LLC | [2015-03-30] | 671.6 | 65.2 |
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 6 | 0.0 |
| (b) Individuals (high net worth individuals) | 270 | 0.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 13 | 4.5 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 5 | 0.1 |
| (g) Pension and profit sharing plans | 3 | 0.0 |
| (h) Charitable organizations | 14 | 0.1 |
| (i) State or municipal government entities | 20 | 1.6 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 10 | 0.2 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 69 | 0.2 |
| (n) Other | 6 | 0.0 |
| Total | 416 | 7.1 |
| By Discretionary | ||
| Discretionary | 416 | 7.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 416 | 7.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 7.1 | |
| Total | 416 | 7.1 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 | |
|---|---|---|---|---|
| Michelle Johnston | 6 | |||
| Michelle Kelly | 6 | |||
| Connie Savage | 5 | |||
| Tortoise Capital Advisors LLC | 4 | |||
| Kevin Birzer | 2 | |||
| Vesta Marks | 2 | |||
| Jeremy Goff | 2 | |||
| Kyle Krueger | 2 | |||
| Tortoise Management Fund LLC | 1 | |||
| Tortoise Management LLC | 1 | |||
| View All | ||||
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001280965] | |
| 3 | [0001280965] | |
| 4 | [0001280965] | |
| SC 13D | [0001280965] | |
| SC 13G | [0001280965] |
| Related Firms | State | AUM ($BB) |
|---|---|---|
|
Tortoise Capital Advisors LLC
✚
|
KS | 7.3 |
|
Tortoise Credit Strategies LLC
✚
|
KS | 0.0 |
|
Tortoiseecofin Investments Partners LLC
✚
|
KS | 0.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
TAG Associates LLC
✚
|
NY | 8.1 |
|
Cercano Management LLC
✚
|
WA | 8.0 |
|
Mill Creek Capital Advisors LLC
✚
|
PA | 7.9 |
|
Montrusco Bolton Investments Inc
✚
|
7.6 | |
|
Tolleson Private Wealth Management LP
✚
|
TX | 7.6 |
|
TIAA Kaspick LLC
✚
|
MA | 7.3 |
|
Aetos Alternatives Management LP
✚
|
NY | 7.1 |
|
Modera Wealth Management LLC
✚
|
NJ | 6.8 |
|
1888 Investments LLC
✚
|
CO | 6.7 |
|
Signature Financial Management Inc
✚
|
VA | 6.6 |