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| Tortoise Capital Advisors LLC
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| CRD # | 123711 |
| SEC # | 801-61622 |
| CIK # | |
| AUM | 8,928.6 M (2026-04-30) |
| Employees | 34 (44% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 913-981-1020 |
| Address | 5901 College Boulevard Overland Park, KS 66211-1861 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($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 | ||||
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $8.2B |
| Serves | Institutional, Retail |
| Fund Types | Hedge Fund, Private Equity |
| LEI | 2549002CGOZK5RQVXG26 |
| Related Firms | State | AUM |
|---|---|---|
|
Tortoise Capital Advisors LLC
✚
|
KS | 8,928.6 M |
|
Tortoise Credit Strategies LLC
✚
|
KS | |
|
Tortoiseecofin Investments Partners LLC
✚
|
KS |
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