TORTOISE CAPITAL ADVISORS, L.L.C.
Latest filing: Apr 29, 2025 (78 days ago)
AUM
$8,444,747,246
22% change vs. 1 year ago
19% change vs. 3 years ago
-52% change vs. 5 years ago
-46% change vs. 10 years ago
Employee Count
36
-33% change vs. 1 year ago
-58% change vs. 3 years ago
-65% change vs. 5 years ago
-39% change vs. 10 years ago
Main Office
OVERLAND PARK, KS
5901 COLLEGE BOULEVARD, OVERLAND PARK, KS, UNITED STATES, 66211-1861
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $8.4 |
| Non-Discretionary | $0.0 |
| Total | $8.4 |
| Client | AUM |
|---|---|
| Retail | $0.6 |
| Pooled | $5.3 |
| Institutional | $2.5 |
| Total | $8.4 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 279 | $0.6 |
| Average HNW AUM | $2,197,483 | |
| Retail Total | 279 | $0.6 |
| Average Retail AUM | $2,197,483 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| THE NORTHERN TRUST COMPANY | CHICAGO-IL-USA | $0.9 |
| STATE STREET BANK AND TRUST COMPANY | BOSTON-MA-USA | $0.5 |
| THE BANK OF NEW YORK MELLON | NEW YORK-NY-USA | $0.4 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $3.2 |
| Retail SMA AUM | $0.6 |
| Institutional SMA AUM | $2.5 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 98% | $3.1 |
| 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 | 1% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 1% | $0.0 |
| Other | 0% | $0.0 |
| Total | 100% | $3.2 |
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 |
|---|---|---|---|
| ECOFIN ADVISORS LIMITED | $1.4 | 130824 | |
| TORTOISE INDEX SOLUTIONS, LLC | $0.7 | 213515 | |
| ECOFIN ADVISORS, LLC | $0.1 | 309902 | |
| ECOFIN DSIF IV GP LLC | $0.0 | - | |
| TORTOISEECOFIN MUNICIPAL CREDIT GP, LLC | $0.0 | - | |
| ECOFIN EC GP, LLC | $0.0 | - | |
| TORTOISEECOFIN EOF GP, LLC | $0.0 | - | |
| TORTOISE MANAGEMENT, LLC | $0.0 | - | |
| TORTOISEECOFIN DSIF III GP, LLC | $0.0 | - | |
| ECOFIN ETA GP, LLC | $0.0 | - | |
| ECOFIN MANAGEMENT, LLC | $0.0 | - | |
| TORTOISE DIRECT OPPORTUNITIES GP II LLC | $0.0 | - | |
| TORTOISEECOFIN DSIF II GP, LLC | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
22 active
| Name | Title |
|---|---|
| BONO, DIANE, MARIE | CHIEF COMPLIANCE OFFICER |
| BEHRENS, BRENT, WAYNE | DIRECTOR, CHIEF FINANCIAL OFFICER |
| FLORENCE, THOMAS, IBBERSON | CHIEF EXECUTIVE OFFICER, CHIEF EXECUTIVE OFFICER |
| KRUSKE, JEFFREY, SCOTT | GENERAL COUNSEL, GENERAL COUNSEL |
ADVDB.CO • SOURCE: SEC
Representatives
4 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| ROBERT THUMMEL | OVERLAND PARK | KS | S65|2013-06-13 | ||||||
| JAMES MICK | OVERLAND PARK | KS | CHARTERED FINANCIAL ANALYST | ||||||
| MATTHEW SALLEE | OVERLAND PARK | KS | CHARTERED FINANCIAL ANALYST | ||||||
| BRIAN KESSENS | OVERLAND PARK | KS | S63|2004-10-20 | CHARTERED FINANCIAL ANALYST | |||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-06-02 | $8.4 | $0.0 | 0% | 36 | 0 | 0% |
| 2025-04-21 | $8.4 | $0.0 | 0% | 36 | 0 | 0% |
| 2024-04-02 | $6.9 | $1.5 | 22% | 54 | -18 | -33% |
| 2023-04-04 | $7.3 | $1.2 | 16% | 71 | -35 | -49% |
| 2022-04-01 | $7.1 | $1.3 | 19% | 85 | -49 | -58% |
| 2021-04-05 | $6.3 | $2.1 | 33% | 91 | -55 | -60% |
| 2020-04-01 | $17.5 | -$9.1 | -52% | 102 | -66 | -65% |
| 2019-04-01 | $14.5 | -$6.1 | -42% | 95 | -59 | -62% |
| 2018-04-02 | $15.1 | -$6.7 | -44% | 85 | -49 | -58% |
| 2017-04-01 | $16.5 | -$8.1 | -49% | 79 | -43 | -54% |
| 2016-04-01 | $12.0 | -$3.5 | -30% | 63 | -27 | -43% |
| 2015-04-01 | $15.6 | -$7.1 | -46% | 59 | -23 | -39% |
| 2014-04-01 | $15.1 | -$6.6 | -44% | 48 | -12 | -25% |
| 2013-04-01 | $10.6 | -$2.1 | -20% | 48 | -12 | -25% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| KS, AZ-03/27/2013, CA-03/30/2009, CT-11/04/2011, FL-04/04/2008, GA-03/29/2012, IA-03/31/2014, IL-11/25/2002, KS-11/22/2002, LA-03/30/2016, MA-06/05/2006, MO-11/22/2002, NE-03/30/2011, NH-03/30/2016, NJ-06/20/2006, NY-06/05/2006, OH-03/27/2013, OK-03/27/2013, PA-06/05/2006, TX-07/17/2003, WA-03/29/2012 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (RIC) PORTFOLIO MANAGEMENT (POOLS) PORTFOLIO MANAGEMENT (SMB) |
| OTHER ACTIVITIES |
|
COMMODITY TRADING ADVISOR |
ADVDB.CO • SOURCE: SEC FORM ADV