SourcingSourcing

TORTOISE CAPITAL ADVISORS, L.L.C.

C40
CRD 123711·SEC 801-61622·OVERLAND PARK, KS
AUM
$8.93B
$1B+
Est. Revenue
$89.3M
@ 1% on AUM
Est. EBITDA
$26.8M
@ 30% margin
Est. Deal Value
$214.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
TORTOISE CAPITAL ADVISORS, L.L.C.
CRD
123711
SEC file #
801-61622
EIN
751465685
DBA names
—

Economics

AUM
$8.93B
AUM band
$1B+
AUM trajectory
'20'26
$14.54B → $8.93B▼ -39%
Client mix
Individuals High Net Worth259
Corporations38
State Or Municipal Govt14
Charitable Organizations10
Investment Companies9

Operations

Employees (total)
34
Advisory staff (per ADV)
15
Advisory staff (5-yr trend)
'20'26
27 advisors → 15 advisors▼ -44%
Primary office
OVERLAND PARK KS
Branches
—

Custodian & Brokerage

Primary custodian
U.S. Banklow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — investment companiesPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
04/30/2026
ADV-W filed at
—
Website
linkedin.com/company/tortoise-capital(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
TORTOISE BORROWER LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
4
Control Persons
TORTOISE BORROWER LLC
FLORENCE, THOMAS, IBBERSON
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
1
Form 5500 Total Compensation
83,217
Form 5500 Compensation Trajectory 3y
202583,217
Form 5500 Plan Count Trajectory 3y
20251
Schedule C Total Compensation
83,217
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Cik
0001391166
Edgar Registered
Yes
Edgar Filing Count
45
Edgar First Filing Date
2008-02-04
Edgar Last Filing Date
2026-04-13
Edgar 13f Count
38
Edgar 13f Latest AUM Estimate
Filing Date2026-04-13
Accession0001172661-26-001475
Edgar Former Names
Lee Financial CORP

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
4
Bc Firm Active IA Count
11
Bc Firm IAR Count
11
Custodian Candidates
Full
U.s. Bank4
State Street4
E*trade4
Charles Schwab3
Goldman Sachs2
Edgar Addresses
Mailing
8350 N. CENTRAL EXPRESSWAYSUITE 1800DALLAS, TX 75206
Business
8350 N. CENTRAL EXPRESSWAYSUITE 1800DALLAS, TX 75206
Edgar EIN
751465685
Edgar Recent Filings
13F-HR2026-04-13 · 0001172661-26-001475
13F-HR2026-01-22 · 0001172661-26-000266
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
No

People (14)

14
FLORENCE, THOMAS, IBBERSON
Executive Officer · 2.5%
1444214
KRUSKE, JEFFREY, SCOTT
Executive Officer · 2.5%
2785307
PAONESSA, JOSEPH, PAUL
Executive Officer · 2.5%
7087048
BRIAN ALAN KESSENS
IAR
4848630
JAMES RYAN MICK
IAR
6193526
ROBERT JOSEPH THUMMEL
IAR
6193281
MATTHEW GREGORY PRESTON SALLEE
IAR
6193390
BRETT DAVID WRIGHT
IAR
2344832
MIRRETTI, DOMINIC, STEPHEN
IAR
4628745
MIRRETTI, BRONWYN, NOREEN
IAR
4426135
PERRYMAN, TIMOTHY, CHRISTIAN
IAR
4401313
CRAIG RICHARDSON FISHER
IAR
5140799
JACOB DILLON FORD
IAR
5287642
ALEXIS PAOLANTONIO PICKARD
IAR
4981635