RIA Intel›Advisers›New York›TORTOISE INVESTMENT MANAGEMENT, LLC

TORTOISE INVESTMENT MANAGEMENT, LLC

Advisory

N·WHITE PLAINS, NY

Data as of Mar 26, 2026 · Source: SEC Form ADV

Total AUM
$2.1B
1-Year AUM Growth
0.0%
3-Year CAGR
+8.3%
Employees
16
Assets Under Management
Total AUM$2.1B
Discretionary AUM$2.0B
Non-Discretionary AUM$41M
Discretionary %98%
Total Clients481
Team
Total Employees16
Investment Advisers21
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record49
First FilingDec 5, 2005
Latest FilingMar 26, 2026
🔒 Full AUM trend chart and 49 historical filings spanning 21+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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