ECOFIN ADVISORS LIMITED
Latest filing: Apr 30, 2024 (442 days ago)
AUM
$1,376,800,252
-4% change vs. 1 year ago
104% change vs. 3 years ago
340% change vs. 5 years ago
-7% change vs. 10 years ago
Employee Count
17
-6% change vs. 1 year ago
-6% change vs. 3 years ago
21% change vs. 5 years ago
-43% change vs. 10 years ago
Main Office
LONDON,
15 BUCKINGHAM STREET, LONDON, , UNITED KINGDOM, WC2N 6DU
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $1.4 |
| Non-Discretionary | $0.0 |
| Total | $1.4 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $1.1 |
| Institutional | $0.2 |
| Total | $1.4 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 0 | $0.0 |
| Average HNW AUM | $0 | |
| Retail Total | 0 | $0.0 |
| Average Retail AUM | $0 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| FIDUCIE DESJARDINS | MONTREAL--CAN | $0.2 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.2 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $0.2 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 96% | $0.2 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 4% | $0.0 |
| Other | 0% | $0.0 |
| Total | 100% | $0.2 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| TORTOISE CAPITAL ADVISORS, L.L.C. | $8.4 | 123711 | |
| TORTOISE INDEX SOLUTIONS, LLC | $0.7 | 213515 | |
| ECOFIN ADVISORS, LLC | $0.1 | 309902 | |
| ECOFIN DSIF IV GP LLC | $0.0 | - | |
| TORTOISEECOFIN DSIF II GP LLC | $0.0 | - | |
| TORTOISEECOFIN MUNICIPAL CREDIT GP LLC | $0.0 | - | |
| ECOFIN EC GP, LLC | $0.0 | - | |
| TORTOISEECOFIN EOF GP, LLC | $0.0 | - | |
| ECOFIN MANAGEMENT, LLC | $0.0 | - | |
| ECOFIN ETA GP, LLC | $0.0 | - | |
| TORTOISE DIRECT OPPORTUNITIES GP II LLC | $0.0 | - | |
| TORTOISE MANAGEMENT LLC | $0.0 | - | |
| TORTOISEECOFIN DSIF III GP, LLC | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
Representatives
| No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT (RIC) PORTFOLIO MANAGEMENT (POOLS) PORTFOLIO MANAGEMENT (SMB) |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV