|
⚲
|
| Tortoise Index Solutions LLC
✚
| |
|---|---|
| CRD # | 213515 |
| SEC # | 801-96272 |
| CIK # | 0001650373 |
| AUM | $592.4 MM (2024-03-30) |
| Employees | 2 (50% Investors, 50% Brokers) |
| Phone | 913-981-1020 |
| Address | 6363 College Boulevard Overland Park, KS 66211-1938 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| NVDA | 399.6 | 0.1 | |
| AAPL | 2,382.8 | 0.1 | |
| META | 434.9 | 0.1 | |
| AMZN | 1,093.0 | 0.1 | |
| GOOGL | 1,475.1 | 0.1 | |
| MSFT | 1,918.2 | 0.1 | |
| WMB | 38.7 | 0.0 | |
| OKE | 25.4 | 0.0 | |
| LNG | 34.3 | 0.0 | |
| ENB | 86.2 | 0.0 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 2 | 639.3 |
| (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 | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2 | 639.3 |
| By Discretionary | ||
| Discretionary | 2 | 639.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2 | 639.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 639.3 | |
| Total | 2 | 639.3 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001650373] | |
| 13F-NT | [0001650373] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Infanger Investment Technology LLC
✚
|
CA | 0.6 |
|
Power Sustainable Manager US Inc
✚
|
FL | 0.6 |
|
Darwin Ventures LLC
✚
|
CA | 0.6 |
|
Electra Capital Advisors LLC
✚
|
PA | 0.6 |
|
CIFC Investment Management LLC
✚
|
FL | 0.6 |
|
Bow Capital Management LLC
✚
|
CA | 0.6 |
|
Section Partners Management LLC
✚
|
CA | 0.6 |
|
AECOM Capital Real Estate LLC
✚
|
CA | 0.6 |
|
Stormfield Capital LLC
✚
|
CT | 0.6 |
|
Sculptor Advisors LLC
✚
|
NY | 0.6 |