Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
201723529
SEC advisor number
801-65160
FINRA CRD number
128723
AUM ?
$1.46 bn
(as of 3 Dec 24)
Accounts
2,685
(as of 3 Dec 24)
Employees
18
(16 investment advisory or research)
Address
Tortoise Investment Management
2 WESTCHESTER PARK DRIVE
SUITE 215
WHITE PLAINS
NY 10604
2 WESTCHESTER PARK DRIVE
SUITE 215
WHITE PLAINS
NY 10604
Phone
914-686-0024
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
7 Feb 25
SC 13G/A
Nuveen AMT-Free Municipal Value Fund
15 Jan 25
SC 13G
NUVEEN SELECT MATURITIES MUNICIPAL FUND
14 Jan 25
SC 13G/A
Nuveen AMT-Free Municipal Value Fund
14 Jan 25
13F-HR
Quarterly holdings report by institutional manager
13 Nov 24
SC 13G
Nuveen AMT-Free Municipal Value Fund
7 Nov 24
13F-HR
Quarterly holdings report by institutional manager
1 Aug 24
13F-HR
Quarterly holdings report by institutional manager
9 May 24
13F-HR/A
Quarterly holdings report by institutional manager (amended)
29 Feb 24
13F-HR
Quarterly holdings report by institutional manager
8 Feb 24