Tortoise Capital Advisors LLC

Tortoise Capital Advisors LLC

Tortoise Capital Advisors LLC

Overview
Date Founded

2002

Headquarters

11550 ASH STREET, SUITE 300, LEAWOOD, KS, 66211

Type of Company

Private

Employees (Worldwide)

85

Industries

Investment Services & Portfolio Management

Company Description

Tortoise Capital Advisors' primary investment strategy is fundamentals based, long-only, with an emphasis on managing risk which they define as the potential for a permanent loss of capital. However, their investment strategies may include short-term purchases and trading where appropriate, as indicated by their fundamental and technical analysis. The firm may employ other strategies for investment company clients involving leveraging and hedging, or writing (selling) covered call options on selected equity securities in the client's portfolio. These other strategies may include currency hedging transactions and interest rate transactions such as swaps, caps and floors. Tortoise Capital Advisors evaluate companies operating in the entire energy value chain to gain a better understanding of the impact on the firm's respective investments. They have primary coverage on all midstream MLPs and pipeline c-corporations in the investment universe, and a majority of the large energy and power companies. Tortoise Capital Advisors have secondary coverage on all other MLPs, as well as a majority of the energy value chain in their investment universe.

Contact Data
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Executives & Employees

Co-Founder

Senior Managing Director & Chief Operating Officer

Director & Chief Marketing Officer

Chief Compliance Officer

Senior Managing Director & Portfolio Manager

Portfolio Manager

Managing Director & Portfolio Manager

Managing Director of Financial Operations

Managing Director, Portfolio Manager & Senior Investment Analyst

Managing Director & Senior Portfolio Manager

Board of Directors

Senior Managing Director & Chief Executive Officer at Tortoise Credit Strategies LLC

Senior Managing Director & President at Tortoise Capital Advisors LLC

Director & Portfolio Manager, Energy at Tortoise Capital Advisors LLC

Director, Personal Financial Planning Program at University System of Georgia

Senior Managing Director & Chief Strategy Officer at Tortoise Capital Advisors LLC

Director & Chief Marketing Officer at Tortoise Capital Advisors LLC

Director & Controller at Tortoise Capital Advisors LLC

Director & Portfolio Manager at Tortoise Capital Advisors LLC

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Tortoise Capital Advisors LLC
Recent Transactions
Details Hidden

AlpInvest Partners BV, Tortoise Capital Advisors LLC, HarbourVest Partners LLC, Tortoise Investments LLC, Lovell Minnick Partners LLC purchase Advisory Research, Inc. /Midstream Energy Business from Piper Jaffray Cos.

Details Hidden

Tortoise Capital Advisors LLC, Corridor InfraTrust Management LLC purchase MoGas Energy LLC /Subsidiaries (2) from DES Energy Ltd.

Details Hidden

Tortoise Energy Independence Fund, Inc. issued Common Stock

Transaction Clients
Investment Advisor

Advised on Tortoise Energy Independence Fund, Inc. issued Common Stock

Investment Advisor

Advised on Tortoise Pipeline & Energy Fund, Inc. issued Common Stock

Transaction Advisors
Investment Advisor

Advised onTortoise Capital Advisors LLC /Private Group purchases Tortoise Capital Advisors LLC from Fountain Capital Management LLC

Investment Advisor

Advised onHarbourVest Partners LLC, Tortoise Capital Advisors LLC, Tortoise Investments LLC, AlpInvest Partners BV, Lovell Minnick Partners LLC purchase Advisory Research, Inc. /Midstream Energy Business from Piper Jaffray Cos.

Advisors & Consultants
Auditor

KPMG LLP engages in the provision of audit, tax and advisory services. It serves the banking and capital markets, building, construction and real estate, consumer and retail, energy, natural resources and chemicals, financial services, government and public sector, healthcare and life sciences, industrial manufacturing, insurance, media and entertainment, private equity, technology, telecommunications, and venture capital industries. The company was founded in 1987 and is headquartered in New York, NY.

Legal Advisor

Partner at Nelson Mullins Riley & Scarborough LLP

Clients

Pomona College offers curriculum in the arts, humanities, social sciences and natural sciences. It was founded in 1887 and it is headquartered in Claremont, CA

The Ohio Police & Fire Pension Fund employs an asset allocation strategy in which a risk parity approach adopted allows a portion of the portfolio to be conservatively leveraged. Their objective is to reduce the total expected risk of the portfolio without sacrificing the expected return. This approach balances the fund's exposure among investment classes that perform differently in various economic and market environments. The Ohio Police & Fire Pension invests in US equities, non-US equities, fixed-income, global inflation protected securities, high yield bonds, real estate, private markets and cash.

Non-Profit Donations & Grants
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