Tortoise Investment Management, LLC
● SEC registered since 2006CRD 128723SEC# 801-65160White Plains, NY
Reg. AUM
$2.07B
Employees
21
Accounts
3,029
Location
White Plains, NY
Tortoise Investment Management, LLC assets under management
Tortoise Investment Management, LLC is a registered investment adviser overseen by the SEC based in White Plains, NY. The firm has been registered since 2006. It reports $2.1 billion in regulatory assets under management and employs 21 people.
Tortoise Investment Management, LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Justin Scott Singer Control | Managing Director / Member Of The Board Of Managers (oct 2019) | 10-25% | 2015 |
| Michael Terrence Mattern Control | Chief Compliance Officer | Under 5% | 2019 |
| Riva Beth Roloff Control | Chief Operating Officer / Member Of The Board Of Managers (oct 2019) | 5-10% | 2018 |
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Join to unlock · $37/moFrequently asked questions
How much does Tortoise Investment Management, LLC manage?
Tortoise Investment Management, LLC reports $2.1 billion in regulatory assets under management on its Form ADV.
How many employees does Tortoise Investment Management, LLC have?
Tortoise Investment Management, LLC reports 21 employees.
Where is Tortoise Investment Management, LLC located?
Tortoise Investment Management, LLC is based in White Plains, NY and has been SEC-registered since 2006.
Does Tortoise Investment Management, LLC disclose fund performance?
Tortoise Investment Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2 Westchester Park Drive, Suite 215, White Plains, NY 10604 |
| Phone | 914-686-0024 |
| Fax | 914-227-9174 |
| Office hours | 9a.m. To 6p.m. |
| SEC region | New York Regional Office (NYRO) |
| CIK | 1599511 |
| Discloses disciplinary history | No |
Regulatory AUM
$2.07B▲ 19%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 22%
Larger than 78% of 16,271 advisers
EmployeesTop 23%
More than 77% of 16,825 advisers
Assets under management
$2.07Bregulatory AUM
Discretionary $2.03BNon-discretionary $41.3M