TORTOISE CAPITAL ADVISORS, L.L.C.

CRD 123711 · SEC 801-61622

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5901 COLLEGE BOULEVARD, SUITE 400, OVERLAND PARK, KS, 66211-1861, United States

Phone

(913) 981-1020

Fax

(913) 981-1021

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$8.93B

Discretionary AUM

$8.93B

Team

34 total employees; 15 advisory reps

Clients

—

Fees

Percentage of AUM; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-04-30

Disciplinary history

Services

Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)

Client types

Type	Clients	AUM
Individuals	5	$3.1M
High net worth individuals	259	$502.9M
Investment companies	9	$5.95B
Charitable organizations	10	$127.8M
State/municipal entities	14	$1.91B
Insurance companies	5	$223.8M
Corporations/business entities	38	$210.9M

States served

CA, CO, DE, IL, KS, MA, NE, NY, OH, OK, PA, MO, TX, CT, FL

All web addresses on file

https://www.linkedin.com/company/tortoise-capital/
https://tortoisecapital.com
https://tortoiseadvisors.com
https://www.youtube.com/@TortoiseCapital

Official SEC filing: View on IAPD