9AT: ECOFIN ADVISORS, LLC

Adviser Profile

As of Date	07/10/2025
Registration status	Terminated
ADV Location	OVERLAND PARK, KS, United States
Contact Info	913 xxxxxxx
Websites

AUM^*	94,545,000 -84%
of that, discretionary	89,074,087 -85%
Number of Employees	2 -92%
of those in investment advisory functions	1 -94%
Private Fund GAV^*	0
Avg Account Size	47,272,500 -6%
% High Net Worth	< 0.01% -100%
SMA’s	Yes
Private Funds	0

Adviser Type

- Related adviser

Client Types

- Pooled investment vehicles
- Other

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser INCOME PARTNERS ASSET MANAGEMENT (HK) LIMITED	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM368.3m	#Funds-
Adviser DIAMETRIC CAPITAL, LP	Hedge Fund993.3m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV993.3m	AUM1.4b	#Funds6
Adviser KEENAN CAPITAL, LLC	Hedge Fund687.6m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV687.6m	AUM687.6m	#Funds1
Adviser CORRIGO INVESTMENT PARTNERS, LLC	Hedge Fund707.2m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV707.2m	AUM707.2m	#Funds3
Adviser APPIAN WAY ASSET MANAGEMENT LP	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM795.2m	#Funds-
Adviser LYGH CAPITAL PTE. LTD.	Hedge Fund498.7m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV498.7m	AUM716.6m	#Funds4
Adviser SNOW LAKE MANAGEMENT LP	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM562.9m	#Funds-
Adviser DELTA GLOBAL	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM3.0b	#Funds1
Adviser LUCERNE CAPITAL MANAGEMENT, LP	Hedge Fund364.6m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV364.6m	AUM364.6m	#Funds9
Adviser MASTERS CAPITAL MANAGEMENT, L.L.C.	Hedge Fund804.6m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV804.6m	AUM804.6m	#Funds8

Brochure Summary

Overview

Ecofin Advisors, LLC (“Ecofin,” “we,” “us”) was founded in 2020. Ecofin is indirectly controlled by Lovell Minnick Partners LLC (“Lovell Minnick”) and is an indirectly wholly owned subsidiary of TortoiseEcofin Investments LLC (“TortoiseEcofin Investments”); TortoiseEcofin Investments indirectly holds multiple wholly owned essential asset- focused SEC registered investment advisers. A vehicle formed by Lovell Minnick and owned by certain private funds sponsored by Lovell Minnick and a group of institutional co-investors owns a controlling interest in TortoiseEcofin Investments. Certain employees in the TortoiseEcofin Investments complex, including substantially all of our Managing Directors and an independent board member of TortoiseEcofin Investments own the remaining interests in TortoiseEcofin Investments. Our day-to-day business is managed by senior management. We provide investment management services to high-net- worth individuals, institutional investors and pooled investment vehicles. Our investment advice is generally limited to investments in education, housing and waste transition. Our private credit investments generally include assets and services that accommodate

essential services related to charter schools, senior living facilities and waste transition facilities with an intention to generate strong risk- adjusted investment returns as well as a positive impact on the environment, society and our communities. We serve as investment adviser to private funds and as a sub-adviser to an interval fund. These funds are invested in private credit assets. In addition, we serve as investment adviser to a London Stock Exchange listed investment trust domiciled in England and Wales focused on renewable energy and sustainable infrastructure assets. An affiliated registered investment adviser serves as adviser to the interval fund for which we act as investment sub-adviser, For separately managed account client strategies, we manage client accounts to specific investment guidelines. Although clients typically grant full discretion with respect to security selection, clients may impose reasonable restrictions on investing in certain securities or types of securities. As of February 29, 2024, we managed approximately $579,490,000 of client assets on a discretionary basis and $5,471,000 of client assets on a non-discretionary basis.

ECOFIN ADVISORS, LLC

ECOFIN ADVISORS, LLC

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

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Brochure Summary

Overview

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ECOFIN ADVISORS, LLC ECOFIN ADVISORS, LLC

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

ECOFIN ADVISORS, LLC

ECOFIN ADVISORS, LLC