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Building 2TORTOISE CAPITAL ADVISORS, L.L.C.

Map pinOVERLAND PARK, KS
Phone(913) 981-1020
NotebookSEC #801-61622
Total AUM
$8.9B
Employees
34
Clients
344

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5901 COLLEGE BOULEVARD
SUITE 400
OVERLAND PARK
KS 66211-1861
United States
Operating Hours
8-5
Monday - Friday
Phone
(913) 981-1020

ReceiptFinancials

Total AUM
$8.9B
Accounts
344
Discretionary
$8.9B
Accounts
344
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
5
AUM
$3.1M
HNW Individual Clients
259
AUM
$502.9M
Investment Company Clients
9
AUM
$5.9B
Charitable Organization Clients
10
AUM
$127.8M
Government Entity Clients
14
AUM
$1.9B
Insurance Company Clients
5
AUM
$223.8M
Corporation or Business Clients
38
AUM
$210.9M
Other Clients
4
AUM
$940.9K
Description of Other Clients
PROPRIETARY

Briefcase businessServices

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Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOCTDEFLILKSMAMONENYOKPATX

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 23 other businesses.

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