ECOFIN ADVISORS, LLC other names

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Adviser Profile

As of Date:

04/30/2024

Adviser Type:

- Large advisory firm
- An investment adviser (or subadviser) to an investment company

Number of Employees:

24 -31.43%

of those in investment advisory functions:

18

Registration:

SEC, Approved, 7/28/2020

AUM:

601,357,942 6.79%

of that, discretionary:

595,887,029 6.86%

Private Fund GAV:

230,971,297 9.45%

Avg Account Size:

50,113,162 -2.11%

% High Net Worth:

33.33% 22.22%

SMA’s:

YES

Private Funds:

5 1

Contact Info

913 xxxxxxx

Websites :
Client Types:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

Discretionary
Non-discretionary
558M 478M 398M 319M 239M 159M 80M
2020 2021 2022 2023

Recent News

TORTOISE ENERGY INFRASTRUCTURE CORP
04/02/2021

LEAWOOD, KS / ACCESSWIRE / April 1, 2021 / Tortoise today announced the following unaudited balance sheet information and asset coverage ratio updates for TYG, NTG, TTP, NDP, TPZ and TEAF. Tortoise

finanznachrichten.de

Tortoise Provides Unaudited Balance Sheet...
04/02/2021

Ecofin Advisors Limited is a sub-adviser to Tortoise Essential Assets Income Term Fund. For additional information on these funds, please visit cef.tortoiseecofin.com. Safe harbor statement This press release shall not constitute an offer to sell or a ...

benzinga.com

Ecofin Offers ESG Insights on What Investors Should Know About the Sustainability Revolution Mega-Theme
03/12/2021

Ecofin Investments, LLC is the parent of registered investment advisers Ecofin Advisors, LLC and Ecofin Advisors Limited (collectively "Ecofin"). Learn more at www.ecofininvest.com. TortoiseEcofin ...

Yahoo Finance

Ecofin’s Social Impact Team Aims to Further Enhance TSIFX Shareholder Experiences
03/03/2021

TCA Advisors is the adviser to the fund and Ecofin Advisors, LLC is the sub-adviser. This press release shall not constitute an offer to sell or a solicitation to buy, nor shall there be any sale ...

wallstreet-online.de

Ecofin’s Social Impact Team Aims to Further Enhance TSIFX Shareholder Experiences
03/03/2021

TCA Advisors is the adviser to the fund and Ecofin Advisors, LLC is the sub-adviser. This press release shall not constitute an offer to sell or a solicitation to buy, nor shall there be any sale ...

businesswire.com

Ecofin’s Social Impact Team Aims to Further Enhance TSIFX Shareholder Experiences
03/03/2021

TCA Advisors is the adviser to the fund and Ecofin Advisors, LLC is the sub-adviser. This press release shall not constitute an offer to sell or a solicitation to buy, nor shall there be any sale ...

Yahoo Finance


Private Funds Structure

Fund Type Count GAV
Hedge Fund 5 $230,971,297

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Private Funds



Employees




Brochure Summary

Overview

Ecofin Advisors, LLC (“Ecofin,” “we,” “us”) was founded in 2020. Ecofin is indirectly controlled by Lovell Minnick Partners LLC (“Lovell Minnick”) and is an indirectly wholly owned subsidiary of TortoiseEcofin Investments LLC (“TortoiseEcofin Investments”); TortoiseEcofin Investments indirectly holds multiple wholly owned essential asset- focused SEC registered investment advisers. A vehicle formed by Lovell Minnick and owned by certain private funds sponsored by Lovell Minnick and a group of institutional co-investors owns a controlling interest in TortoiseEcofin Investments. Certain employees in the TortoiseEcofin Investments complex, including substantially all of our Managing Directors and an independent board member of TortoiseEcofin Investments own the remaining interests in TortoiseEcofin Investments. Our day-to-day business is managed by senior management. We provide investment management services to high-net- worth individuals, institutional investors and pooled investment vehicles. Our investment advice is generally limited to investments in education, housing and waste transition. Our private credit investments generally include assets and services that accommodate
essential services related to charter schools, senior living facilities and waste transition facilities with an intention to generate strong risk- adjusted investment returns as well as a positive impact on the environment, society and our communities. We serve as investment adviser to private funds and as a sub-adviser to an interval fund. These funds are invested in private credit assets. In addition, we serve as investment adviser to a London Stock Exchange listed investment trust domiciled in England and Wales focused on renewable energy and sustainable infrastructure assets. An affiliated registered investment adviser serves as adviser to the interval fund for which we act as investment sub-adviser, For separately managed account client strategies, we manage client accounts to specific investment guidelines. Although clients typically grant full discretion with respect to security selection, clients may impose reasonable restrictions on investing in certain securities or types of securities. As of February 29, 2024, we managed approximately $579,490,000 of client assets on a discretionary basis and $5,471,000 of client assets on a non-discretionary basis.