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.