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| Happy Holidays!! thanks for using AUM13F!! |
| Tortoise Capital Advisors LLC
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| CRD # | 123711 |
| SEC # | 801-61622 |
| CIK # | 0001355673, 0001280965 |
| AUM | $8.4 B (2025-04-29) |
| Employees | 36 (53% Investors, 0% Brokers) |
| Phone | 913-981-1020 |
| Address | 5901 College Boulevard Overland Park, KS 66211-1861 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Williams Companies Inc | 0.7 | ||
| MPLX LP | 0.7 | ||
| Energy Transfer Equity LP | 0.7 | ||
| Cheniere Energy Inc | 0.7 | ||
| Targa Resources Corp | 0.5 | ||
| Enterprise Products Partners L P | 0.5 | ||
| Transcanada Corp | 0.4 | ||
| Oneok Inc /New/ | 0.4 | ||
| Enbridge Inc | 0.3 | ||
| Western Gas Equity Partners LP | 0.3 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| 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 | 3.2 |
| 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] | 675.4 | 73.9 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 279 | 0.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 6 | 5.2 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 2 | 0.1 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 12 | 0.2 |
| (i) State or municipal government entities | 14 | 2.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 5 | 0.2 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 23 | 0.1 |
| (n) Other | 3 | 0.0 |
| Total | 344 | 8.4 |
| By Discretionary | ||
| Discretionary | 344 | 8.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 344 | 8.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 8.4 | |
| Total | 344 | 8.4 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 | |
|---|---|---|---|---|
| Michelle Johnston | 6 | |||
| Michelle Kelly | 6 | |||
| Connie Savage | 5 | |||
| Tortoise Capital Advisors LLC | 4 | |||
| Kyle Krueger | 3 | |||
| Kevin Birzer | 2 | |||
| Vesta Marks | 2 | |||
| Jeremy Goff | 2 | |||
| Tortoise Management Fund LLC | 1 | |||
| Tortoise Management LLC | 1 | |||
| View All | ||||
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001280965] | |
| 3 | [0001280965] | |
| 4 | [0001280965] | |
| SC 13D | [0001280965] | |
| SC 13G | [0001280965] |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Tortoise Capital Advisors LLC
✚
|
KS | 8.4 |
|
Tortoise Credit Strategies LLC
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|
KS | 0.0 |
|
Tortoiseecofin Investments Partners LLC
✚
|
KS | 0.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
PT Asset Management LLC
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|
IL | 9.6 |
|
Mill Creek Capital Advisors LLC
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|
PA | 9.2 |
|
Tolleson Private Wealth Management LP
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|
TX | 8.8 |
|
TIAA Kaspick LLC
✚
|
MA | 8.5 |
|
Brown Advisory Investment Solutions Group LLC
✚
|
MD | 8.4 |
|
SignatureFD LLC
✚
|
GA | 8.3 |
|
Procyon Advisors LLC
✚
|
CT | 7.8 |
|
Signature Financial Management Inc
✚
|
VA | 7.3 |
|
AB Private Credit Investors LLC
✚
|
TX | 7.2 |
|
TAG Associates LLC
✚
|
NY | 7.1 |