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Building 2TORTOISE INVESTMENT MANAGEMENT, LLC

Map pinWHITE PLAINS, NY
Phone914-686-0024
NotebookSEC #801-65160
Total AUM
$2.1B
Employees
21
Clients
505

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2 WESTCHESTER PARK DRIVE
SUITE 215
WHITE PLAINS
NY 10604
United States
Operating Hours
9AM TO 6PM
Monday - Friday
Phone
914-686-0024
Other Offices
14

ReceiptFinancials

Total AUM
$2.1B
Accounts
3,029
Discretionary
$2B
Accounts
3,017
Non-Discretionary
$41.3M
Accounts
12

ContactClients

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Individual Clients
144
AUM
$60.7M
HNW Individual Clients
360
AUM
$2B
Pension/Profit Sharing Plan Clients
1
AUM
$1.7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTDCFLILMAMDNHNJNYPATXVAWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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