TORTOISE INVESTMENT MANAGEMENT, LLC
CRD #128723 SEC #801-65160 WHITE PLAINS, NY 914-686-0024
SEC Registered
Total AUM
$1.7B
Discretionary
$1.7B
Employees
18
Clients
251
Accounts
2,832
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $1.7B | $1.7B | $39.7M | 18 | 0 |
| Mar 2025 | $1.7B | $1.7B | $39.7M | 18 | 0 |
| Mar 2025 | $1.7B | $1.7B | $39.7M | 18 | 0 |
| Dec 2024 | $1.5B | $1.4B | $29.3M | 18 | 0 |
| Nov 2024 | $1.5B | $1.4B | $29.3M | 18 | 0 |
| Apr 2024 | $1.5B | $1.4B | $29.3M | 18 | 0 |
| Mar 2024 | $1.5B | $1.4B | $29.3M | 18 | 0 |
| Mar 2024 | $1.5B | $1.4B | $29.3M | 18 | 0 |
| Mar 2023 | $1.2B | $1.2B | $11.9M | 18 | 0 |
| Mar 2023 | $1.2B | $1.2B | $11.9M | 18 | 0 |
| Nov 2022 | $1.3B | $1.3B | $12.9M | 19 | 0 |
| Nov 2022 | $1.3B | $1.3B | $12.9M | 19 | 0 |
| Apr 2022 | $1.3B | $1.3B | $12.9M | 19 | 0 |
| Mar 2022 | $1.3B | $1.3B | $12.9M | 19 | 0 |
| Feb 2022 | $1.2B | $1.2B | $12.8M | 18 | 0 |
| Jan 2022 | $1.2B | $1.2B | $12.8M | 18 | 0 |
| Aug 2021 | $1.2B | $1.2B | $12.8M | 18 | 0 |
| Mar 2021 | $1.2B | $1.2B | $12.8M | 18 | 0 |
| Mar 2021 | $1.2B | $1.2B | $12.8M | 18 | 0 |
| Feb 2021 | $1.1B | $1.1B | $9M | 20 | 0 |
| Dec 2020 | $1.1B | $1.1B | $9M | 20 | 0 |
| Oct 2020 | $1.1B | $1.1B | $9M | 20 | 0 |
| Sep 2020 | $1.1B | $1.1B | $9M | 20 | 0 |
| Jun 2020 | $1.1B | $1.1B | $9M | 20 | 0 |
| Mar 2020 | $1.1B | $1.1B | $9M | 20 | 0 |
| Oct 2019 | $953.1M | $938.4M | $14.8M | 16 | 0 |
| Sep 2019 | $953.1M | $938.4M | $14.8M | 16 | 0 |
| May 2019 | $953.1M | $938.4M | $14.8M | 16 | 0 |
| Mar 2019 | $953.1M | $938.4M | $14.8M | 15 | 0 |
| Feb 2019 | $953.1M | $938.4M | $14.8M | 15 | 0 |
| Mar 2018 | $917.2M | $907.6M | $9.6M | 15 | 0 |
| Sep 2017 | $728.9M | $721M | $7.9M | 15 | 400 |
| Mar 2017 | $728.9M | $721M | $7.9M | 15 | 400 |
| Mar 2016 | $612.9M | $605.3M | $7.5M | 14 | 300 |
| Jun 2015 | $572.5M | $563.1M | $9.5M | 13 | 300 |
| Jun 2015 | $572.5M | $563.1M | $9.5M | 13 | 300 |
| Mar 2015 | $572.5M | $565.2M | $7.3M | 13 | 300 |
| Mar 2014 | $469.6M | $463.8M | $5.7M | 11 | 300 |
| Mar 2013 | $384.2M | $380M | $4.3M | 10 | 200 |
| Oct 2012 | $301.1M | $294.8M | $6.4M | 6 | 200 |
| Mar 2012 | $301.1M | $294.8M | $6.4M | 6 | 200 |
| Dec 2011 | $271.2M | $264.9M | $6.3M | 6 | 101 |
| Mar 2011 | $271.2M | $264.9M | $6.3M | 10 | -- |
| Aug 2010 | $205.1M | $197.8M | $7.3M | 10 | -- |
| May 2009 | $114.3M | $112.8M | $1.5M | 5 | -- |
| Mar 2008 | $107M | $104M | $2.9M | 5 | -- |
| Mar 2007 | $75.1M | $74.5M | $596.4K | 5 | -- |
| Feb 2006 | $46.6M | $45M | $1.7M | 5 | -- |
| Jan 2006 | $45.7M | $44.1M | $1.6M | 5 | -- |
| Dec 2005 | $45.7M | $44.1M | $1.6M | 5 | -- |
DateNov 2025
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$39.7M
Employees18
Clients0
DateMar 2025
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$39.7M
Employees18
Clients0
DateMar 2025
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$39.7M
Employees18
Clients0
DateDec 2024
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$29.3M
Employees18
Clients0
DateNov 2024
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$29.3M
Employees18
Clients0
DateApr 2024
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$29.3M
Employees18
Clients0
DateMar 2024
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$29.3M
Employees18
Clients0
DateMar 2024
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$29.3M
Employees18
Clients0
DateMar 2023
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$11.9M
Employees18
Clients0
DateMar 2023
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$11.9M
Employees18
Clients0
DateNov 2022
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$12.9M
Employees19
Clients0
DateNov 2022
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$12.9M
Employees19
Clients0
DateApr 2022
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$12.9M
Employees19
Clients0
DateMar 2022
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$12.9M
Employees19
Clients0
DateFeb 2022
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$12.8M
Employees18
Clients0
DateJan 2022
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$12.8M
Employees18
Clients0
DateAug 2021
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$12.8M
Employees18
Clients0
DateMar 2021
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$12.8M
Employees18
Clients0
DateMar 2021
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$12.8M
Employees18
Clients0
DateFeb 2021
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$9M
Employees20
Clients0
DateDec 2020
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$9M
Employees20
Clients0
DateOct 2020
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$9M
Employees20
Clients0
DateSep 2020
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$9M
Employees20
Clients0
DateJun 2020
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$9M
Employees20
Clients0
DateMar 2020
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$9M
Employees20
Clients0
DateOct 2019
Total AUM$953.1M
Discretionary$938.4M
Non-Disc.$14.8M
Employees16
Clients0
DateSep 2019
Total AUM$953.1M
Discretionary$938.4M
Non-Disc.$14.8M
Employees16
Clients0
DateMay 2019
Total AUM$953.1M
Discretionary$938.4M
Non-Disc.$14.8M
Employees16
Clients0
DateMar 2019
Total AUM$953.1M
Discretionary$938.4M
Non-Disc.$14.8M
Employees15
Clients0
DateFeb 2019
Total AUM$953.1M
Discretionary$938.4M
Non-Disc.$14.8M
Employees15
Clients0
DateMar 2018
Total AUM$917.2M
Discretionary$907.6M
Non-Disc.$9.6M
Employees15
Clients0
DateSep 2017
Total AUM$728.9M
Discretionary$721M
Non-Disc.$7.9M
Employees15
Clients400
DateMar 2017
Total AUM$728.9M
Discretionary$721M
Non-Disc.$7.9M
Employees15
Clients400
DateMar 2016
Total AUM$612.9M
Discretionary$605.3M
Non-Disc.$7.5M
Employees14
Clients300
DateJun 2015
Total AUM$572.5M
Discretionary$563.1M
Non-Disc.$9.5M
Employees13
Clients300
DateJun 2015
Total AUM$572.5M
Discretionary$563.1M
Non-Disc.$9.5M
Employees13
Clients300
DateMar 2015
Total AUM$572.5M
Discretionary$565.2M
Non-Disc.$7.3M
Employees13
Clients300
DateMar 2014
Total AUM$469.6M
Discretionary$463.8M
Non-Disc.$5.7M
Employees11
Clients300
DateMar 2013
Total AUM$384.2M
Discretionary$380M
Non-Disc.$4.3M
Employees10
Clients200
DateOct 2012
Total AUM$301.1M
Discretionary$294.8M
Non-Disc.$6.4M
Employees6
Clients200
DateMar 2012
Total AUM$301.1M
Discretionary$294.8M
Non-Disc.$6.4M
Employees6
Clients200
DateDec 2011
Total AUM$271.2M
Discretionary$264.9M
Non-Disc.$6.3M
Employees6
Clients101
DateMar 2011
Total AUM$271.2M
Discretionary$264.9M
Non-Disc.$6.3M
Employees10
Clients--
DateAug 2010
Total AUM$205.1M
Discretionary$197.8M
Non-Disc.$7.3M
Employees10
Clients--
DateMay 2009
Total AUM$114.3M
Discretionary$112.8M
Non-Disc.$1.5M
Employees5
Clients--
DateMar 2008
Total AUM$107M
Discretionary$104M
Non-Disc.$2.9M
Employees5
Clients--
DateMar 2007
Total AUM$75.1M
Discretionary$74.5M
Non-Disc.$596.4K
Employees5
Clients--
DateFeb 2006
Total AUM$46.6M
Discretionary$45M
Non-Disc.$1.7M
Employees5
Clients--
DateJan 2006
Total AUM$45.7M
Discretionary$44.1M
Non-Disc.$1.6M
Employees5
Clients--
DateDec 2005
Total AUM$45.7M
Discretionary$44.1M
Non-Disc.$1.6M
Employees5
Clients--