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Tortoise Investment Management, LLC CRD 128723
$2.07B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2 Westchester Park Drive Suite 215, White Plains, NY 10604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2024-11-01 |
| NY | RA | APPROVED | 2023-12-18 |
Branch Locations
2 Westchester Park Drive Suite 215, White Plains, NY 10604 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tortoise Investment Management, Llc | White Plains | NY | 07/2023 | Present |
| Tufts University | Medford | MA | 08/2020 | 05/2023 |
| Tortoise Investment Management, Llc | White Plains | NY | 06/2022 | 08/2022 |
| Sector Financial | New York | NY | 06/2021 | 08/2021 |
| St. Joseph High School | Trumbull | CT | 09/2015 | 06/2019 |
| Tufts University | Medford | MA | 09/2019 | 05/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-16 |
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