Tortoise Investment Management, LLC
Tortoise Investment Management, LLC is an independent asset management firm headquartered in White Plains, New York, USA. The firm specializes in serving institutional and high-net-worth individual clients with a focus on investment management and advisory services. It is registered in New York and reports regular filings with the SEC. As of 2025, the company employs approximately 18 professionals, 89% of whom are investors.
Investment Strategy
Tortoise Investment Management, LLC manages diversified portfolios with an emphasis on fixed income, ETF strategies, and selective equity allocations. The firm utilizes quantitative analysis and disciplined research to construct portfolios that enhance risk-adjusted returns for clients, focusing on both core and opportunistic strategies implemented in public markets.
Top Holdings
Equity Positions (1,272)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 8.85% | $92.8M | 149,510 | $209.06 | $620.90 | +$9.1M |
S STIP | ISHARES TR | 5.04% | $52.9M | 513,987 | $98.42 | $102.91 | +$1.9M |
A AVUS | AMERICAN CENTY ETF TR | 3.30% | $34.6M | 342,698 | $80.69 | $100.82 | +$5.0M |
S SGOV | ISHARES TR | 3.18% | $33.3M | 331,023 | $100.36 | $100.69 | +$935.8K |
B BTT | BLACKROCK MUN TARGET TERM TR | 2.48% | $26.0M | 1,189,486 | $21.09 | $21.89 | +$3.0M |
Options Positions (10)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | Sold | Put | $46.0K | 80 | $205.17 | $203.61 | -15 | -$11.9K |
S SPY | SPDR S&P 500 ETF TR | Bought | Put | $22.0K | 193 | $617.85 | $591.70 | +164 | +$368 |
L LLY | ELI LILLY & CO | Sold | Put | $20.0K | 4 | $779.53 | $763.30 | -10 | -$21.0K |
C COST | COSTCO WHSL CORP NEW | New | Put | $3.0K | 3 | $989.94 | $989.94 | +3 | +$3.0K |
S SHAK | SHAKE SHACK INC | New | Call | $2.7K | 1 | $140.60 | $140.60 | +1 | +$2.7K |