Tortoise Investment Management LLC

Tortoise Investment Management LLC, legally registered as TORTOISE INVESTMENT MANAGEMENT, LLC, is a NY Limited Liability Company with 16 employees, 11 of whom work in advisory roles. Although the number of clients they serve is unknown, their last reported SEC status is approved, with a registration date of Jan 13, 2006.

• IAN JEFFREY YANKWITT

  MEMBER / PRESIDENT owns 75% or more

• MICHAEL TERRENCE MATTERN

  CHIEF COMPLIANCE OFFICER owns less than 5%

• RIVA BETH ROLOFF

  CHIEF OPERATING OFFICER owns less than 5%

• JUSTIN SCOTT SINGER

  MANAGING DIRECTOR / MEMBER OF THE BOARD OF MANAGERS (OCT 2019) owns less than 5%

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• Tortoise Investment Management, LLC's Q3 vs. Q4 2022 13F Holdings Report Shows Significant Changes in Share Numbers and Value.

• ISHARES TR CORE S&P500 ETF $70,595k
• SPDR S&P 500 ETF TR TR UNIT $15,078k
• ISHARES TR RUS 1000 ETF $11,738k
• ISHARES TR CORE S&P SCP ETF $7,305k
• ISHARES TR S&P 500 VAL ETF $7,078k
• ISHARES TR $5,357k
• SPDR DOW JONES INDL $5,147k
• ISHARES $4,860k
• Berkshire Hathaway, Inc. $4,179k
• NUVEEN CALIF MUN VALUE FD $1,645k