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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 | 2022-12-12 |
Branch Locations
2 Westchester Park Drive Suite 215, White Plains, NY 10604 • United States
Stamford, CT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tortoise Investment Management, Llc | White Plains | NY | 07/2022 | Present |
| Williams College | Williamstown | MA | 02/2020 | 12/2021 |
| Spring Street Market | Williamstown | MA | 04/2022 | 04/2022 |
| Bedford Golf & Tennis Club | Bedford | NY | 05/2016 | 09/2020 |
| Empire Swim School | Tarrytown | NY | 09/2016 | 06/2018 |
| Williams College | Williamstown | MA | 09/2018 | 06/2022 |
| John Jay High School | Cross River | NY | 09/2014 | 06/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-12-10 |
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