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| Tortoise Investment Management LLC
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|---|---|
| CRD # | 128723 |
| SEC # | 801-65160 |
| CIK # | 0001730884, 0001857101, 0001599511 |
| AUM | 2,067.9 M (2026-03-27) |
| Employees | 21 (76% Investors, 0% Brokers) |
| Phone | 914-686-0024 |
| Address | 2 Westchester Park Drive White Plains, NY 10604 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| BlackRock Municipal 2030 Target Term Trust | 31.8 | ||
| Global MOFY Metaverse Ltd | 15.8 | ||
| Apple Inc | 12.9 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 144 | 0.1 |
| (b) Individuals (high net worth individuals) | 360 | 2.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (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 | 3,029 | 2.1 |
| By Discretionary | ||
| Discretionary | 3,017 | 2.0 |
| Non-Discretionary | 12 | 0.0 |
| Total | 3,029 | 2.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.1 | |
| Total | 3,029 | 2.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001599511] | |
| SC 13G | [0001599511] | |
| 3 | [0001730884] | |
| 4 | [0001730884] | |
| D | [0001857101] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.5B |
| Serves | Retail |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
|
Volta Inc VLTA
Class B Ordinary Shares · derivative
|
2021-08-26 | Conversion | 8,520,000 | ||
|
Volta Inc VLTA
Class A Common Stock
|
2021-08-26 | Conversion | 8,520,000 | ||
|
TortoiseEcofin Acquisition Corp III TRTL
Class B Ordinary Shares · derivative
|
2021-07-22 | Sell | 1,650,000 | $0.00 | |
|
TortoiseEcofin Acquisition Corp III TRTL
Class B Ordinary Shares · derivative
|
2021-07-19 | Other | 120,000 | $0.00 | |
|
Hyliion Holdings Corp HYLN
Class B Common Stock · derivative
|
2020-10-01 | Conversion | 4,439,605 | ||
|
Hyliion Holdings Corp HYLN
Common Stock
|
2020-10-01 | Conversion | 4,439,605 | ||
|
Hyliion Holdings Corp HYLN
Common Stock
|
2020-10-01 | Other | 894,375 | ||
|
Hyliion Holdings Corp HYLN
Class B Common Stock · derivative
|
2020-10-01 | Other | 894,375 | ||
|
Hyliion Holdings Corp HYLN
Class B Common Stock · derivative
|
2020-10-01 | Conversion | 894,375 | ||
|
Volta Inc SNPR
Class B Ordinary Shares · derivative
|
2020-09-10 | Other | 105,000 | $0.00 | |
|
Hyliion Holdings Corp SHLL
Class B Common Stock · derivative
|
2019-03-07 | Other | 643,520 | ||
|
Hyliion Holdings Corp SHLL
Private Placement Warrants · derivative
|
2019-03-04 | Buy | 6,660,183 | $1.00 | 6,660,183 |
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|---|---|---|
|
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✚
|
IN | 2,107.9 M |
|
Adell Harriman & Carpenter Inc
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|
TX | 2,087.1 M |
|
Adviceone Advisory Services LLC
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|
CT | 2,045.7 M |
|
Minot Deblois Advisors LLC
✚
|
MA | 2,044.1 M |
|
Capwealth Advisors LLC
✚
|
TN | 2,030.8 M |
|
Keebeck Partners LLC
✚
|
IL | 2,027.9 M |
|
Unison Advisors LLC
✚
|
RI | 2,021.0 M |
|
Blackhill Capital Inc
✚
|
NJ | 2,001.2 M |
|
Naples Global Advisors LLC
✚
|
FL | 1,996.8 M |
|
HealthEquity Advisors LLC
✚
|
UT | 1,994.9 M |