TORTOISE CAPITAL ADVISORS, L.L.C. · Tank Allocator Loader

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TORTOISE CAPITAL ADVISORS, L.L.C.

UUID7b845f6e-9d70-5480-887c-7a91419638fd

TypeASSET_MANAGER

Status—

Created2025-10-23 02:23:50

Updated2025-10-23 02:24:34

Available Loaders

SEC Form ADV (XLSX Metrics)

Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.

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SEC Form ADV Part 1 (Bulk)

Loads Form ADV Part 1 bulk data from the local CSV snapshot. Includes headquarters info, aliases, control persons, and evidence links.

Open

Identifiers

Authority	Identifier	Display	As Of	Confidence
adv_crd	123711	123711	—	1.0
cik	0001280965	1280965	—	—
lei	2549002CGOZK5RQVXG26	2549002CGOZK5RQVXG26	—	—
sec_file_number	801-61622	801-61622	—	—

Profile

Websitehttps://www.linkedin.com/company/tortoise-capital/

HQ CityOVERLAND PARK

HQ StateKS

HQ CountryUnited States

AUM (USD)—

AUM As OfNone

ADV Metrics

Assets & Accounts

RAUM (total)8,444,747,246.0
RAUM (discretionary)8,444,747,246.0
Actionable assets8,443,917,794.0
Accounts344.0

Institutional Clients

Government AUM2,025,271,600.0
Pension AUM0.0
Charitable AUM167,935,443.0
HNW AUM613,097,872.0

As of 2025-04-29 00:00:00 • Source ia09022025.xlsx

People

Name	Title	Role	Email	Evidence
FLORENCE, THOMAS, IBBERSON	CHIEF EXECUTIVE OFFICER	OFFICER	—	{"filing_id": "2007852", "owner_id": "1444214", "source": "adv_part1", "table": "Schedule_A_B"}
FUND IV UGP LLC	GENERAL PARTNER	OFFICER	—	{"filing_id": "2007852", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
HCF4 HOLDINGS LLC	MEMBER	OFFICER	—	{"filing_id": "2007852", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
KRUSKE, JEFFREY, SCOTT	CHIEF COMPLIANCE OFFICER, CHIEF LEGAL OFFICER, CHIEF OPERATING OFFICER	OFFICER	—	{"filing_id": "2007852", "owner_id": "2785307", "source": "adv_part1", "table": "Schedule_A_B"}
LM TORTOISE HOLDINGS CO-INVESTMENT LLC	MEMBER	OFFICER	—	{"filing_id": "2007852", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
LM TORTOISE HOLDINGS LLC	MEMBER	OFFICER	—	{"filing_id": "2007852", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
LM TORTOISE INVESTMENT HOLDINGS IV CO-INVESTMENT LLC	MEMBER	OFFICER	—	{"filing_id": "2007852", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
LM TORTOISE INVESTMENT HOLDINGS IV LLC	MANAGING MEMBER	OFFICER	—	{"filing_id": "2007852", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
LM TORTOISE INVESTMENT HOLDINGS IV-A INC.	MEMBER	OFFICER	—	{"filing_id": "2007852", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
LOVELL MINNICK EQUITY ADVISORS IV LP	GENERAL PARTNER	OFFICER	—	{"filing_id": "2007852", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
LOVELL MINNICK EQUITY PARTNERS IV LP	MEMBER	OFFICER	—	{"filing_id": "2007852", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
LOVELL MINNICK EQUITY PARTNERS IV-A LP	OWNER	OFFICER	—	{"filing_id": "2007852", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
LOVELL MINNICK PARTNERS LLC	MANAGING MEMBER	OFFICER	—	{"filing_id": "2007852", "owner_id": "156494", "source": "adv_part1", "table": "Schedule_A_B"}
TORTOISE BORROWER LLC	MANAGING MEMBER	OFFICER	—	{"filing_id": "2007852", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
TORTOISE PARENT HOLDCO LLC	SOLE MEMBER	OFFICER	—	{"filing_id": "2007852", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
PAONESSA, JOSEPH, PAUL	CHIEF FINANCIAL OFFICER	EMPLOYEE	—	{"filing_id": "2007852", "owner_id": "7087048", "source": "adv_part1", "table": "Schedule_A_B"}

Outbound Affiliations

Relation	Organization	Last Updated	Evidence
No outbound affiliations.

Inbound Affiliations

Relation	Organization	Last Updated	Evidence
No inbound affiliations.

Evidence

adv_part1

data/raw/sec_adv/raw_adv/ADV_Filing_Data_20250901_20250930/IA_ADV_Base_A_20250901_20250930.csv 2025-10-23 02:24:34 • csv
```
{
  "date_submitted": "09/30/2025 05:20:36 PM",
  "filing_id": "2007852",
  "reg_type": "IA"
}
```