Data / Investment advisers / Kansas / Tortoise Capital Advisors, L.L.C.
Tortoise Capital Advisors, L.L.C., Overland Park, KS: $8.9 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Tortoise Capital Advisors, L.L.C. is an SEC registered investment adviser with its main office in Overland Park, Kansas and reports $8.9 billion in regulatory assets under management in its Form ADV filed April 30, 2026. Its clients include investment companies, state and municipal governments and high net worth individuals. It is paid through a percentage of assets under management and performance based fees. It advises 1 private fund.
The request: Watch Tortoise Capital Advisors, L.L.C. (CRD number 123711): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 123711
- SEC file number
- 801-61622
- SEC status
- Approved, effective November 22, 2002
- Main office
- 5901 College Boulevard Suite 400, Overland Park, KS 66211
- Phone
- (913) 981-1020
- Regulatory AUM
- $8,928,633,630 in the Form ADV filed April 30, 2026
- Discretionary AUM
- $8,928,633,630
- Accounts
- 344
- Employees
- 34, of which 15 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees
- Private funds
- 1: 1 other private fund
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- April 30, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 9 | $5.95 billion |
| State or municipal government entities | 14 | $1.91 billion |
| High net worth individuals | 259 | $502.9 million |
| Insurance companies | 5 | $223.8 million |
| Corporations or other businesses | 38 | $210.9 million |
| Charitable organizations | 10 | $127.8 million |
| Individuals (other than high net worth individuals) | 5 | $3.1 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $8.93 billion | March 31, 2026 |
| December 1, 2025 | $8.44 billion | September 30, 2025 |
Other advisers in Overland Park
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Creative Planning | Overland Park | $295.57 billion | 5 | adviserinfo.sec.gov |
| Onedigital | Overland Park | $155.41 billion | Not listed | adviserinfo.sec.gov |
| Mariner | Overland Park | $125.41 billion | 2 | adviserinfo.sec.gov |
| Prime Capital Financial | Overland Park | $39.14 billion | Not listed | adviserinfo.sec.gov |
| Mariner Advisor Network | Overland Park | $9.57 billion | Not listed | adviserinfo.sec.gov |
| Mariner Independent | Overland Park | $7.34 billion | Not listed | adviserinfo.sec.gov |
| Creativeone Wealth, LLC | Overland Park | $6.25 billion | Not listed | adviserinfo.sec.gov |
| Two West Capital Advisors LLC | Overland Park | $3.89 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Overland Park, KS
- Investment advisers in Kansas
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving investment companies
- Advisers serving state and municipal governments
- Advisers that manage private funds
- Tortoise Capital Advisors, L.L.C. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.