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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 Oct 1, 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
- Website
- https://tortoisecapital.com
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 | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 344 | 340 | decreased by4 |
| Apr 1, 2026 | Employees | 36 | 34 | decreased by2 |
| Apr 1, 2026 | AUM | $8,444,747,246 | $8,928,633,630 | increased by$483,886,384 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 85 | 36 | decreased by49 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 416 | 344 | decreased by72 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $7,095,461,456 | $8,444,747,246 | increased by$1,349,285,790 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 416 | 344 | decreased by72 |
| Apr 1, 2022 | Employees | 91 | 85 | decreased by6 |
| Apr 1, 2022 | Clients | 524 | 416 | decreased by108 |
| Apr 1, 2022 | AUM | $6,344,484,208 | $7,095,461,456 | increased by$750,977,248 |
| Apr 1, 2022 | Accounts | 525 | 416 | decreased by109 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “TORTOISE CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“TORTOISE CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
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.