TORTOISE CAPITAL Overview
Tortoise Capital Advisors L.l.c. is an investment advisor that manages 15.6 BN dollars in regulatory AUM and has 59 employees, of which 30 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/04 to 09/30/20. The fund's latest filing disclosed 5BN in positions, representing 32% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/04 to 09/30/20. The fund's latest filing disclosed 5BN in positions, representing 32% of the manager's regulatory AUM.
TORTOISE CAPITAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
TORTOISE CAPITAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| EPD | 8.63% | Energy | 45.82% | 0.87% | 2 | 11% | ||
| WMB | 8.54% | Energy | 12.28% | -2.32% | 1 | 10% | ||
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FEATURED IN
TORTOISE CAPITAL Founders and Key Employees
| Name | Title | In Position Since |
|---|
| David J. Schulte | Director | October-2002 |
| Terry C. Matlack | Director | October-2002 |
| Harold K. Birzer | Director; Chief Executive Officer | October-2002 |
| Zachary A. Hamel | Director | October-2002 |
| Kenneth P. Malvey | Director | October-2002 |
| Diane M. Bono | Chief Compliance Officer | June-2006 |
| Connie Savage | Chief Operating Officer | January-2015 |
TORTOISE CAPITAL Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Administrator | Pro |
| Auditor | Pro |
| Custodian | Pro |
TORTOISE CAPITAL Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss .............................................................. 5
Material Risks ........................................................................................................................................ 6
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Material Risks ........................................................................................................................................ 6
Item 9 ...
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TORTOISE CAPITAL Portfolio Concentration
TORTOISE CAPITAL Location
11550 ASH STREET, SUITE 300
LEAWOOD, Kansas
UNITED STATES, 66211-7811
LEAWOOD, Kansas
UNITED STATES, 66211-7811
TORTOISE CAPITAL Contact Information
Phone Number: (913) 981-1020
Fax Number: (913) 981-1021
Website: http://www.tortoiseadvisors.com
Fax Number: (913) 981-1021
Website: http://www.tortoiseadvisors.com
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