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TORTOISE CAPITAL ADVISORS, L.L.C.

5901 College Boulevard
Suite 400
Overland Park, Kansas 66211-1861
Tel: (913) 981-1020

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About TORTOISE CAPITAL ADVISORS, L.L.C.

TORTOISE CAPITAL ADVISORS, LLC, formally registered with the SEC as TORTOISE CAPITAL ADVISORS, LLC. The firm was established in 11/22/2002. They have over 1 offices throughout the country.

TORTOISE CAPITAL ADVISORS, L.L.C. is a Overland Park, Kansas based Financial Planning firm with nearly $6,906,161,911 assets under management, offering retirement planning & investment advisory services to 359 clients. The firm is staffed with 54 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#123711
SEC#801-61622
Assets Managed by Firm$6,906,161,911
No. of Clients359
No. of Advisors54

Fee Structure

  • A percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Firm Client Information

No. of ClientsAUM
Firm Total359$6,906,161,911
Individuals (other than high net worth individuals)3$515,852
High net worth individuals256$399,154,237
Pension and profit sharing plans1$9,443,779
Charitable organizations16$189,088,653
Corporations or other businesses47$152,601,534

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