Tortoiseecofin Investments Partners LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
New Features
Latest Fund Raises
Related People
Fund Service Providers
Startup & Company Raises
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Keyboard
Tortoiseecofin Investments Partners LLC
CRD #285213
SEC #801-108410
CIK #
AUM
Employees 16 (100% Investors, 100% Brokers)
Fees
Minimum
Phone913-981-1020
Address6363 College Boulevard
Overland Park, KS 66211-1938
Source [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram]
Total AUM ($)
1.00.80.60.40.20.02009201420192025
Account Minimums and Types of Clients — Form ADV Part 2A (3/30/2023) [Brochure]
Item 7. Types of Clients
                                                                   compensation exist, employees are incented to favor
                                                                   products for which they are more highly compensated.
TIP markets the services of its affiliated registered
investment advisers to intermediaries for consideration by
                                                                   Certain intermediaries to whom we market the services of
intermediaries for their clients.
                                                                   our affiliated investment advisers may be solicited by our
                                                                   related persons to invest in investment-related limited
                                                                   partnerships or limited liability companies for which one of
                                                                   our related persons serves as the general partner or

manager and for which an affiliated investment adviser                   Code of Ethics
serves as the investment manager. A conflict of interest                 We have adopted a Code of Ethics (“Code”) for all of our
exists to the extent TIP solicits clients to invest in any private       supervised persons describing our standards of business
funds sponsored by TCA or its affiliates because TCA or the              conduct, and fiduciary duty to our clients. The Code
affiliate receives advisory fees for managing these private              includes provisions relating to the confidentiality of client
funds and the affiliated general partner may own an interest             information, a prohibition on insider trading, restrictions on
in the private fund and receive a carried interest in                    the acceptance of significant gifts and business
distributions by the private fund.                                       entertainment items, and personal securities trading
                                                                         procedures, among other things. All of our supervised
In addition to the above material relationships and                      persons must acknowledge the terms of the Code at least
arrangements with affiliated advisers, we share the                      annually.
premises at our principal office address, as well as certain
personnel, with certain of our affiliated investment advisors.           We permit our employees to engage in personal securities
Accordingly, such persons may need to allocate their time                transactions.    Personal securities transactions by an
and resources across multiple affiliated entities.                       employee raise an actual or potential conflict of interest if an
                                                                         employee trades in a security that is considered for
Broker/Dealer                                                            purchase or sale by a client. Our Code is designed to
                                                                         ensure that our employees who are responsible for
We are under common control with TortoiseEcofin                          developing or implementing our investment advice or who
Securities, LLC (formerly Tortoise Securities, LLC) (CRD                 provide investment advice to clients are not able to act on
No. 285411) (“TortoiseEcofin Securities”), a broker/dealer               such information to the disadvantage of clients. The Code
registered with the SEC and various state jurisdictions, and             further prohibits our employees from using any material
member of the Financial Industry Regulatory Authority                    non-public information in securities trading.
(FINRA). However, no securities transactions for clients
of our affiliated registered advisers are executed through               Under the Code, our employees are prohibited from using
TortoiseEcofin Securities. Certain of our employees are                  knowledge of portfolio transactions made or contemplated
officers or directors of TortoiseEcofin Securities.                      for any client to profit by the market effect of such
                                                                         transactions or otherwise engage in fraudulent conduct in
The majority of our employees are also registered                        connection with the purchase or sale of a security sold or
representatives        of      TortoiseEcofin        Securities.         acquired by a client. Further, employees are prohibited
TortoiseEcofin Securities acts as placement agent for                    from taking advantage of an opportunity of any client for
certain affiliated private funds, and markets the affiliated             personal benefit, or taking any action inconsistent with our
open-end funds and UCITS funds, all managed by the                       fiduciary obligations. Our employees must avoid any actual
affiliated registered investment adviser(s), and receives                or potential conflict of interest or any abuse of their position
compensation from the affiliated registered investment                   of trust and responsibility.
adviser. In addition, certain employees of ours, in their role
as registered representatives of TortoiseEcofin Securities,              Employees must pre-clear all securities transactions with
receive compensation from TortoiseEcofin Securities for the              our Chief Compliance Officer (“CCO”) with certain
sale and marketing of funds that an affiliate manages. This              exceptions. Employees may not purchase or sell any
presents a conflict of interest and gives the affiliated broker-         securities which we are considering for client accounts until
...
AUM Breakdown Accounts AUM ($)
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 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 35 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 0 0.0
By Discretionary
Discretionary 0 0.0
Non-Discretionary 0 0.0
Total 0 0.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 0.0
Total 0 0.0
Firm Profile (Form ADV)
Clients35
Related Firms State AUM
Tortoise Capital Advisors LLC
KS 8,928.6 M
Tortoise Credit Strategies LLC
KS
Tortoiseecofin Investments Partners LLC
KS
Terms | Privacy | Providers | Companies | Guide
tony@aum13f.com