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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Tortoise Investment Management LLC
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| CRD # | 128723 |
| SEC # | 801-65160 |
| CIK # | 0001599511, 0001730884, 0001857101 |
| AUM | $1.7 B (2025-03-29) |
| Employees | 18 (89% Investors, 0% Brokers) |
| Phone | 914-686-0024 |
| Address | 2 Westchester Park Drive White Plains, NY 10604 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| BlackRock Municipal 2030 Target Term Trust | 26.0 | ||
| Global MOFY Metaverse Ltd | 13.4 | ||
| Apple Inc | 11.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 151 | 64.1 |
| (b) Individuals (high net worth individuals) | 330 | 1,661.6 |
| (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 | 6.2 |
| (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 | 2,832 | 1,731.8 |
| By Discretionary | ||
| Discretionary | 2,818 | 1,692.1 |
| Non-Discretionary | 14 | 39.7 |
| Total | 2,832 | 1,731.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,731.8 | |
| Total | 2,832 | 1,731.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001599511] | |
| SC 13G | [0001599511] | |
| 3 | [0001730884] | |
| 4 | [0001730884] | |
| D | [0001857101] |
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