Tortoise Index Solutions is an investment advisor in Overland Park with $579.73 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
SEC advisor number
801-96272
FINRA CRD number
213515
AUM ?
$579.73 mm
(as of 30 Mar 22)
Accounts
3
(as of 30 Mar 22)
Employees
2
(1 investment advisory or research)
Address
Tortoise Index Solutions
5100 W. 115TH PLACE
LEAWOOD
KS 66211
5100 W. 115TH PLACE
LEAWOOD
KS 66211
Office hours
Monday - Friday, 8-5
Phone
913-981-1020
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Bono, Diane, Marie | Chief Compliance Officer | 02/2015 | < 5% |
Birzer, Harold, Kevin | Chief Executive Officer | 01/2018 | |
Henson, Gary, Paul | President | 01/2018 | |
Johnston, Michelle, Ross | Director | 02/2015 | < 5% |
Birzer, Harold, Kevin | Director | 06/2015 | < 5% |
Tortoiseecofin Borrower LLC (Formerly Tortoise Borrower LLC) | Member | 01/2018 | > 75% |
Henson, Gary, Paul | Director | 01/2018 | < 5% |
Sallee, Matthew, Gregory Preston | Director | 01/2018 | < 5% |
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% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
14 Feb 24
13F-HR
Quarterly holdings report by institutional manager
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
14 Aug 23
13F-HR
Quarterly holdings report by institutional manager
11 May 23
13F-HR
Quarterly holdings report by institutional manager
13 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
10 Aug 22
13F-HR
Quarterly holdings report by institutional manager
16 May 22
13F-HR
Quarterly holdings report by institutional manager
11 Feb 22
13F-HR
Quarterly holdings report by institutional manager
4 Nov 21