Tortoise Index Solutions LLC

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Tortoise Index Solutions LLC
CRD #213515
SEC #801-96272
CIK #0001650373
AUM $592.4 MM (2024-03-30)
Employees 2 (50% Investors, 50% Brokers)
Phone913-981-1020
Address6363 College Boulevard
Overland Park, KS 66211-1938
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram]
Total AUM ($MM)
70056042028014002009201420192025
CIK Period
0001650373
/
Sector Form 13F Holdings Cap ($BB) Value ($BB)
Nvidia Corp 399.6 0.1
Apple Inc 2,382.8 0.1
Facebook Inc 434.9 0.1
Amazon Com Inc 1,093.0 0.1
Alphabet Inc 1,475.1 0.1
Microsoft Corp 1,918.2 0.1
Williams Companies Inc 38.7 0.0
Oneok Inc /New/ 25.4 0.0
Cheniere Energy Inc 34.3 0.0
Enbridge Inc 86.2 0.0
Transcanada Corp 52.7 0.0
Kinder Morgan Inc 39.0 0.0
Tesla Motors Inc 723.4 0.0
Qualcomm Inc/DE 147.4 0.0
Roblox Corp 20.5 0.0
Autodesk Inc 38.4 0.0
AT&T Inc 147.5 0.0
Lilly Eli & Co 301.8 0.0
ServiceNow Inc 94.9 0.0
Exxon Mobil Corp 385.5 0.0
Johnson & Johnson 465.6 0.0
Intuitive Surgical Inc 72.5 0.0
Deere & Co 94.5 0.0
HJ Heinz Holding Corp 46.2 0.0
 
 
 
 
 
 
 
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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
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