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TORTOISE CAPITAL ADVISORS, L.L.C.
CRD 123711File 801-61622
APPROVED
Retail clients
Custody
Filing as of Apr 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$8.93B
Top 10% of cohort (national)
Discretionary AUM
$8.93B
Clients
340
344 accounts
Employees
34
Top 10% of cohort in KS
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Nov 22, 2002
- Principal office
- 5901 COLLEGE BOULEVARD, SUITE 400, OVERLAND PARK, KS, 66211-1861
- Phone
- (913) 981-1020
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $8.93B
- Discretionary AUM
- $8.93B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 344
- Non-discretionary accounts
- 0
- Total accounts
- 344
- AUM per client
- $26.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 38 | $210.9M |
| Insurance companies | 5 | $223.8M |
| Investment companies | 9 | $5.95B |
| Charitable organizations | 10 | $127.8M |
| High net worth individuals | 259 | $502.9M |
| State or municipal government entities | 14 | $1.91B |
| Individuals (other than high net worth individuals) | 5 | $3.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 344 | 340 |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.