TORTOISE CAPITAL ADVISORS, L.L.C.

RIASEC RegisteredEst. 2002

Total AUM

$8.9B

Discretionary

$8.9B

100% of AUM

Avg account

$26M

Accounts

344

Employees

Advisory reps

Firm details

Headquarters: OVERLAND PARK, Kansas
CRD number: 123711
Registered since: November 22, 2002
Website: tortoisecapital.com
Custodians: THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, THE BANK OF NEW YORK MELLON, STATE STREET BANK AND TRUST COMPANY
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Investment Companies66.6%
State / Municipal Government21.43%
HNWI5.63%
Insurance Companies2.51%
Corporations / Businesses2.36%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Tortoise Capital Advisors, L.L.C. is an SEC‑registered investment adviser organized as an LLC and operating since 2002. The firm serves both individual and family clients as well as institutional investors and combines portfolio management for individuals, pooled vehicles and investment companies with activities as a sponsor/GP/managing member of pooled investment vehicles. Filings identify the firm as a CPO/CTA and note that it charges both percentage‑of‑AUM fees and performance‑based fees. Tortoise also designates itself an active ESG investor, indicating ESG considerations are part of its investment process.