Tortoise Credit Strategies is a fund manager in Leawood with $3.08 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
SEC advisor number
801-101546
FINRA CRD number
277046
AUM ?
$3.08 bn
(as of 29 Jun 20)
Accounts
589
(as of 29 Jun 20)
Employees
17
(13 investment advisory or research)
Address
Tortoise Credit Strategies
11550 ASH STREET
SUITE 300
LEAWOOD
KS 66211
11550 ASH STREET
SUITE 300
LEAWOOD
KS 66211
Office hours
Monday - Friday, 8:00AM - 5:00PM
Phone
9139811020
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Birzer, Harold, Kevin | Director | 07/2015 | < 5% |
Birzer, Harold, Kevin | Chief Executive Officer | 01/2018 | |
Henson, Gary, Paul | President | 01/2018 | |
Henson, Gary, Paul | Director | 07/2015 | < 5% |
Johnston, Michelle, Ross | Director | 07/2015 | < 5% |
Beman, Bradley, Jay | Chief Investment Officer | 01/2018 | < 5% |
Tortoise Investments, LLC | Sole Member | 01/2018 | > 75% |
Johnston, Michelle, Ross | Chief Financial Officer | 07/2019 | |
Rall, Jason | Chief Compliance Officer | 06/2016 | < 5% |
Tortoise Borrower LLC | Member | 01/2018 | > 75% |
Sallee, Matthew, Gregory Preston | Director | 01/2018 | < 5% |
Tortoise Parent Holdco 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% |
Ownership
Fund structure | AUM | Fund type |
---|---|---|
Tortoise Credit Strategies, LLC | $3.08 bn | |
B&M Clo 2014-1, LTD | $186.78 mm | Securitized Asset Fund |
Latest filings (excl ownership)
No filings