⚲
|
Tortoise Capital Advisors LLC
✚
|
|
---|---|
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) |
---|
CIK | Period |
---|---|
0001280965 | |
/ |
Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
---|---|---|---|
Targa Resources Corp | 14.2 | 0.6 | |
Cheniere Energy Inc | 34.3 | 0.6 | |
Energy Transfer Equity LP | 31.9 | 0.5 | |
MPLX LP | 29.8 | 0.4 | |
Oneok Inc /New/ | 25.4 | 0.4 | |
Williams Companies Inc | 38.7 | 0.4 | |
Western Gas Equity Partners LP | 9.9 | 0.3 | |
Enterprise Products Partners L P | 54.0 | 0.3 | |
Kinder Morgan Inc | 39.0 | 0.3 | |
Plains All American Pipeline LP | 7.1 | 0.2 | |
DCP Midstream Partners LP | 6.4 | 0.2 | |
Enbridge Inc | 86.2 | 0.2 | |
Magellan Midstream Partners LP | 10.3 | 0.2 | |
EnLink Midstream LLC | 4.3 | 0.2 | |
Plains GP Holdings LP | 2.1 | 0.2 | |
Pembina Pipeline Corp | 19.9 | 0.2 | |
FPL Group Inc | 150.2 | 0.1 | |
Nextera Energy Partners LP | 6.3 | 0.1 | |
NRG Yield Inc | 4.1 | 0.1 | |
Transcanada Corp | 52.7 | 0.1 | |
Inergy L P | 2.5 | 0.1 | |
Atlantica Yield PLC | 3.7 | 0.1 | |
Nustar Energy LP | 1.5 | 0.1 | |
Hess Midstream LP | 1.3 | 0.1 | |
Sempra Energy | 47.5 | 0.0 | |
DT Midstream Inc | 4.9 | 0.0 | |
Equitrans Midstream Corp | 2.9 | 0.0 | |
AES Corp | 14.2 | 0.0 | |
American Electric Power Co Inc | 48.8 | 0.0 | |
Prev | Page 1 | Next |
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 ($BB) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 6 | 0.0 |
(b) Individuals (high net worth individuals) | 270 | 0.3 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 13 | 4.5 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 5 | 0.1 |
(g) Pension and profit sharing plans | 3 | 0.0 |
(h) Charitable organizations | 14 | 0.1 |
(i) State or municipal government entities | 20 | 1.6 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 10 | 0.2 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 69 | 0.2 |
(n) Other | 6 | 0.0 |
Total | 416 | 7.1 |
By Discretionary | ||
Discretionary | 416 | 7.1 |
Non-Discretionary | 0 | 0.0 |
Total | 416 | 7.1 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 7.1 | |
Total | 416 | 7.1 |
Form D Directors | # Filings | # Firms | 2011 - 2023 | |
---|---|---|---|---|
Michelle Johnston | 6 | |||
Michelle Kelly | 6 | |||
Connie Savage | 5 | |||
Tortoise Capital Advisors LLC | 4 | |||
Kevin Birzer | 2 | |||
Vesta Marks | 2 | |||
Jeremy Goff | 2 | |||
Kyle Krueger | 2 | |||
Tortoise Management Fund LLC | 1 | |||
Tortoise Management LLC | 1 | |||
View All |
EDGAR Form | CIK | 2011 - 2023 |
---|---|---|
13F-HR | [0001280965] | |
3 | [0001280965] | |
4 | [0001280965] | |
SC 13D | [0001280965] | |
SC 13G | [0001280965] |
Related Firms | State | AUM ($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 |