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Tortoise Capital Advisors, L.L.C.
Tortoise Capital Advisors, L.L.C. is an Overland Park, Kansas-based registered investment adviser, founded in 2002, specializing in essential asset and energy infrastructure investments. The firm manages investments for institutions, individuals, and funds, focusing on listed and private investments primarily in the energy, essential assets, and sustainability sectors. Tortoise has a team of professionals providing asset management and advisory services.
Investment Strategy
Tortoise Capital Advisors focuses on investments in essential assets, particularly energy infrastructure and sustainability sectors. The firm generally employs a research-driven approach, targeting listed and private companies involved in vital service provision such as energy, water, and digital infrastructure. Their investment philosophy emphasizes long-term capital appreciation and income, with portfolios often constructed using a bottom-up fundamental analysis to select companies with stable cash flows, strong asset bases, and growth potential.
Latest 13F Filing Activity
Tortoise Capital Advisors, L.L.C. filed their most recent 13F report on Jun 30, 2025 disclosing 54 equity positions with a total 13F market value of $8B. The fund increased holdings in DT Midstream Inc., Evergy Inc. Com, Enbridge Inc. among other positions. Tortoise Capital Advisors, L.L.C. reduced exposure to Targa Resources Corp., Oneok Inc., Plains All American Pipeline L among others.
Top Holdings
Equity Positions (54)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
W WMB | WILLIAMS COS INC COM | 8.90% | $681.9M | 10,856,407 | $27.48 | $62.81 | +$4.2M |
M MPLX | MPLX LP | 8.86% | $679.5M | 13,190,837 | $33.87 | $51.51 | -$55.1M |
E ET | Energy Transfer LP | 8.82% | $675.8M | 37,275,081 | $13.38 | $18.13 | -$34.4M |
L LNG | Cheniere Energy Inc. | 8.65% | $663.2M | 2,723,242 | $66.81 | $243.52 | -$27.5M |
T TRGP | Targa Resources Corp. | 6.46% | $495.5M | 2,846,624 | $33.73 | $174.08 | -$332.2M |
Industry Allocation
Investment Team (25)
| Name | Role | Location | |
|---|---|---|---|
B Bill Adams | Director and investment analyst | St. Louis, MO , United States | |
 | Managing Director | Leawood, KS , United States | |
 | Senior Managing Director | Stilwell, KS , United States | |
 | Vice President | Kansas City, MO , United States | |
 | Managing Director - Head of Sustainability and Responsible Investing | Overland Park, KS , United States | |
J James Mick | Managing Director and Senior Portfolio Manager | Leawood, KS , United States | |
 | Managing Director - Family Offices | Wheaton, IL , United States | |
J Julie Pace | Vice President - Accounting Manager | Overland Park, KS , United States | |
 | Managing Director, Head of Strategic Relationships | New York, NY , United States | |
L Lisa Rebel | Vice President, Office Manager | Leawood, KS , United States |
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