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TORTOISE INVESTMENT MANAGEMENT, LLC

CRD 128723 · SEC 801-65160

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2 WESTCHESTER PARK DRIVE, SUITE 215, WHITE PLAINS, NY, 10604, United States

Phone

914-686-0024

Fax

914-227-9174

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$2.07B

Discretionary AUM

$2.03B

Team

21 total employees; 16 advisory reps

Clients

More than 500

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-03-27

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals144$60.7M
High net worth individuals360$2.01B

States served

CA, DC, IL, MD, MA, NJ, NY, PA, VA, WA, TX, NH, CT, FL

All web addresses on file

Official SEC filing: View on IAPD