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 that manages capital for both individual/family and institutional clients. The firm operates as a limited liability company and provides portfolio management across individual accounts, pooled vehicles and investment companies; it also acts in sponsor and general partner roles for pooled investment vehicles. Its fee arrangements include asset-based fees and performance-linked compensation. Tortoise identifies as an active ESG investor and is engaged in commodity and energy-related investment activity consistent with its business labeling as a CPO/CTA.