| Owner | Title | From | %Ownership |
|---|---|---|---|
| Birzer, Harold, Kevin | Director | 10/2002 | < 5% |
| Birzer, Harold, Kevin | Chief Executive Officer | 01/2018 | |
| Bono, Diane, Marie | Chief Compliance Officer | 06/2006 | < 5% |
| Henson, Gary, Paul | President | 01/2018 | |
| Johnston, Michelle, Ross | Director | 01/2018 | < 5% |
| Henson, Gary, Paul | Director | 01/2018 | < 5% |
| Sallee, Matthew, Gregory Preston | Director | 01/2018 | < 5% |
| Tortoiseecofin Borrower LLC (Formerly Tortoise Borrower LLC) | Member | 01/2018 | > 75% |
| Johnston, Michelle, Ross | Chief Financial Officer | 07/2019 | |
| Tortoiseecofin Parent Holdco LLC (Formerly Tortoise Parent Holdco LLC) | Sole Member | 01/2018 | > 75% |
| Tortoiseecofin Investments, LLC (Formerly Tortoise Investments, LLC) | Sole Member | 01/2018 | > 75% |
| LM Tortoise Holdings LLC | Member | 01/2018 | 50-75% |
| LM Tortoise Investment Holdings IV Co-investment LLC | Member | 01/2018 | 50-75% |
| LM Tortoise Holdings Co-investment LLC | Member | 01/2018 | 25-50% |
| HCF4 Holdings LLC | Member | 01/2018 | 25-50% |
| LM Tortoise Investment Holdings IV LLC | Managing Member | 01/2018 | 50-75% |
| Lovell Minnick Equity Partners IV LP | Member | 01/2018 | 50-75% |
| LM Tortoise Investment Holdings Iv-a Inc. | Member | 01/2018 | 25-50% |
| Lovell Minnick Equity Partners Iv-a LP | Owner | 01/2018 | > 75% |
| Lovell Minnick Equity Advisors IV LP | General Partner | 01/2014 | |
| Lovell Minnick Equity Advisors IV LP | General Partner | 01/2014 | |
| Newcomb, Brent, Jon | Director | 03/2019 | < 5% |
| Fund IV Ugp LLC | General Partner | 01/2014 | |
| Lovell Minnick Partners LLC | Managing Member | 01/2014 | > 75% |
| Fund structure | AUM | Fund type |
|---|---|---|
| Tortoise Capital Advisors, L.L.C. | $7.10 bn | |
| Tortoise Commingled MLP Fund, LLC | $65.20 mm | Other Private Fund |
| Tortoise Direct Opportunities Fund II, LP | $26.97 mm | Hedge Fund |
| Tortoise Direct Opportunities Fund, LP | Hedge Fund | |
| Tortoise Talf Opportunities Fund, LP | Hedge Fund |
