Tortoise Capital Advisors, L.L.C. is a fund manager in Overland Park with $7.10 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Industry
Former names
Tortoise Capital Advisors LLC
SEC CIK
IRS number
223875939
SEC advisor number
801-61622
FINRA CRD number
123711
AUM ?
$7.10 bn
(as of 3 Nov 22)
Accounts
416
(as of 3 Nov 22)
Employees
85
(32 investment advisory or research)
Address
Tortoise Capital Advisors, L.L.C.
5100 W. 115TH PLACE
LEAWOOD
KS 66211
5100 W. 115TH PLACE
LEAWOOD
KS 66211
Office hours
Monday - Friday, 8-5
Phone
913-981-1020
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Birzer, Harold, Kevin | Director | 10/2002 | < 5% |
Birzer, Harold, Kevin | Chief Executive Officer | 01/2018 | |
Bono, Diane, Marie | Chief Compliance Officer | 06/2006 | < 5% |
Henson, Gary, Paul | President | 01/2018 | |
Johnston, Michelle, Ross | Director | 01/2018 | < 5% |
Henson, Gary, Paul | Director | 01/2018 | < 5% |
Sallee, Matthew, Gregory Preston | Director | 01/2018 | < 5% |
Tortoiseecofin Borrower LLC (Formerly Tortoise Borrower LLC) | Member | 01/2018 | > 75% |
Johnston, Michelle, Ross | Chief Financial Officer | 07/2019 | |
Tortoiseecofin Parent Holdco LLC (Formerly Tortoise Parent Holdco LLC) | Sole Member | 01/2018 | > 75% |
Tortoiseecofin Investments, LLC (Formerly Tortoise Investments, LLC) | Sole Member | 01/2018 | > 75% |
LM Tortoise Holdings LLC | Member | 01/2018 | 50-75% |
LM Tortoise Investment Holdings IV Co-investment LLC | Member | 01/2018 | 50-75% |
LM Tortoise Holdings Co-investment LLC | Member | 01/2018 | 25-50% |
HCF4 Holdings LLC | Member | 01/2018 | 25-50% |
LM Tortoise Investment Holdings IV LLC | Managing Member | 01/2018 | 50-75% |
Lovell Minnick Equity Partners IV LP | Member | 01/2018 | 50-75% |
LM Tortoise Investment Holdings Iv-a Inc. | Member | 01/2018 | 25-50% |
Lovell Minnick Equity Partners Iv-a LP | Owner | 01/2018 | > 75% |
Lovell Minnick Equity Advisors IV LP | General Partner | 01/2014 | |
Lovell Minnick Equity Advisors IV LP | General Partner | 01/2014 | |
Newcomb, Brent, Jon | Director | 03/2019 | < 5% |
Fund IV Ugp LLC | General Partner | 01/2014 | |
Lovell Minnick Partners LLC | Managing Member | 01/2014 | > 75% |
Ownership
Fund structure | AUM | Fund type |
---|---|---|
Tortoise Capital Advisors, L.L.C. | $7.10 bn | |
Tortoise Commingled MLP Fund, LLC | $65.20 mm | Other Private Fund |
Tortoise Direct Opportunities Fund II, LP | $26.97 mm | Hedge Fund |
Tortoise Direct Opportunities Fund, LP | Hedge Fund | |
Tortoise Talf Opportunities Fund, LP | Hedge Fund |
Latest filings (excl ownership)
No filings
Latest ownership filings
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Quarterly holdings report by institutional manager
13 Nov 23
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Quarterly holdings report by institutional manager
14 Aug 23
13F-HR
Quarterly holdings report by institutional manager
11 May 23
SC 13G
PLAINS GP HOLDINGS LP
14 Feb 23
SC 13G
NuStar Energy L.P.
13 Feb 23
13F-HR
Quarterly holdings report by institutional manager
13 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22