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Tortoise Investment Management, LLC

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Assets

Assets

Last updated on Oct. 2, 2017
    • $728.9M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 2K
      Accounts
    • $348.2K
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

Advisors

Current Advisors

# of advisors

1

name start date
Ian Jeffrey Yankwitt
December 2011

    Leadership

    Ownership

    There is no ownership data available to display at this time.

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Ian Jeffrey Yankwitt Chief Investment Officer May, 2015 75% or more
    Livia Ramirez Smith Chief Operating Officer January, 2011 less than 5%
    Randal Ian Goldstein Chief Compliance Officer March, 2015 less than 5%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Fixed Fees