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| Tortoise Capital Advisors LLC
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| CRD # | 123711 |
| SEC # | 801-61622 |
| CIK # | 0001280965, 0001355673 |
| AUM | 8,928.6 M (2026-04-30) |
| Employees | 34 (44% Investors, 0% Brokers) |
| Phone | 913-981-1020 |
| Address | 5901 College Boulevard Overland Park, KS 66211-1861 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Targa Resources Corp | 0.9 | ||
| Williams Companies Inc | 0.8 | ||
| Energy Transfer Equity LP | 0.8 | ||
| MPLX LP | 0.8 | ||
| Cheniere Energy Inc | 0.7 | ||
| Enterprise Products Partners L P | 0.6 | ||
| Oneok Inc /New/ | 0.6 | ||
| Transcanada Corp | 0.5 | ||
| DT Midstream Inc | 0.4 | ||
| Enbridge Inc | 0.4 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| HF | Tortoise TALF Opportunities Fund LP | [2021-03-31] | 97.6 M | |
| Filed 2020-06-26 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| HF | Tortoise Direct Opportunities Fund II LP | [2018-03-29] | 60.0 M | 3.2 M |
| Filed 2018-03-26 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| HF | Tortoise Direct Opportunities Fund LP | [2017-03-30] | ||
| Filed 2016-06-21 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| Other | US Energy I LLC | 2016-03-30 | 108.4 M | |
| Other | Tortoise Commingled MLP Fund LLC | [2015-03-30] | 675.4 M | |
| Filed 2025-04-02 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $150,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 5 | 0.0 |
| (b) Individuals (high net worth individuals) | 259 | 0.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 9 | 5.9 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 10 | 0.1 |
| (i) State or municipal government entities | 14 | 1.9 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 5 | 0.2 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 38 | 0.2 |
| (n) Other | 4 | 0.0 |
| Total | 344 | 8.9 |
| By Discretionary | ||
| Discretionary | 344 | 8.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 344 | 8.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 8.9 | |
| Total | 344 | 8.9 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Michelle Johnston | Director, Executive Officer | 6 | 3 | |
| Michelle Kelly | Director, Executive Officer | 6 | 3 | |
| Connie Savage | Director, Executive Officer | 5 | 2 | |
| Tortoise Capital Advisors LLC | Promoter | 4 | 2 | |
| Kyle Krueger | Director | 3 | 2 | |
| Kevin Birzer | Executive Officer | 2 | 2 | |
| Vesta Marks | Executive Officer | 2 | 2 | |
| Jeremy Goff | Executive Officer | 2 | 2 | |
| Tortoise Management Fund LLC | Promoter | 1 | 1 | |
| Tortoise Management LLC | Promoter | 1 | 1 | |
| View All | ||||
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001280965] | |
| 3 | [0001280965] | |
| 4 | [0001280965] | |
| SC 13D | [0001280965] | |
| SC 13G | [0001280965] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $8.2B |
| Serves | Institutional, Retail |
| Fund Types | Hedge Fund, Private Equity |
| LEI | 2549002CGOZK5RQVXG26 |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
|
Tortoise Sustainable & Social Impact Term Fund TEAF
Common Shares
|
2019-12-04 | Buy | 600 | $15.61 | 9,366 |
|
Tortoise Sustainable & Social Impact Term Fund TEAF
Common Shares
|
2019-12-04 | Buy | 200 | $15.65 | 3,130 |
|
Tortoise Sustainable & Social Impact Term Fund TEAF
Common Shares
|
2019-12-04 | Buy | 100 | $15.63 | 1,563 |
|
Tortoise Sustainable & Social Impact Term Fund TEAF
Common Shares
|
2019-12-04 | Buy | 300 | $15.62 | 4,686 |
|
Tortoise Sustainable & Social Impact Term Fund TEAF
Common Shares
|
2019-12-04 | Buy | 100 | $15.60 | 1,560 |
|
Tortoise Sustainable & Social Impact Term Fund TEAF
Common Shares
|
2019-12-04 | Buy | 100 | $15.68 | 1,568 |
|
Tortoise Sustainable & Social Impact Term Fund TEAF
Common Shares
|
2019-12-04 | Buy | 200 | $15.56 | 3,112 |
|
Tortoise Sustainable & Social Impact Term Fund TEAF
Common Shares
|
2019-12-03 | Buy | 100 | $15.50 | 1,550 |
|
Tortoise Sustainable & Social Impact Term Fund TEAF
Common Shares
|
2019-12-03 | Buy | 100 | $15.47 | 1,547 |
|
Tortoise Sustainable & Social Impact Term Fund TEAF
Common Shares
|
2019-12-03 | Buy | 200 | $15.46 | 3,092 |
|
Tortoise Sustainable & Social Impact Term Fund TEAF
Common Shares
|
2019-12-03 | Buy | 100 | $15.60 | 1,560 |
|
Tortoise Sustainable & Social Impact Term Fund TEAF
Common Shares
|
2019-12-03 | Buy | 200 | $15.51 | 3,102 |
|
Tortoise Sustainable & Social Impact Term Fund TEAF
Common Shares
|
2019-12-03 | Buy | 100 | $15.36 | 1,536 |
|
Tortoise Sustainable & Social Impact Term Fund TEAF
Common Shares
|
2019-12-03 | Buy | 100 | $15.43 | 1,543 |
|
Tortoise Sustainable & Social Impact Term Fund TEAF
Common Shares
|
2019-12-03 | Buy | 100 | $15.42 | 1,542 |
|
Tortoise Sustainable & Social Impact Term Fund TEAF
Common Shares
|
2019-12-03 | Buy | 100 | $15.41 | 1,541 |
|
Tortoise Sustainable & Social Impact Term Fund TEAF
Common Shares
|
2019-12-03 | Buy | 200 | $15.40 | 3,080 |
|
Tortoise Sustainable & Social Impact Term Fund TEAF
Common Shares
|
2019-12-03 | Buy | 300 | $15.55 | 4,665 |
|
Tortoise Sustainable & Social Impact Term Fund TEAF
Common Shares
|
2019-11-27 | Buy | 100 | $15.85 | 1,585 |
|
Tortoise Sustainable & Social Impact Term Fund TEAF
Common Shares
|
2019-11-27 | Buy | 200 | $15.60 | 3,120 |
| showing 20 of 43 most recent transactions | |||||
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|---|---|---|
|
Tortoise Capital Advisors LLC
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KS | 8,928.6 M |
|
Tortoise Credit Strategies LLC
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|
KS | |
|
Tortoiseecofin Investments Partners LLC
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|
KS |
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