9AT: ECOFIN ADVISORS, LLC

ECOFIN ADVISORS, LLC

other names

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Adviser Profile

As of Date	03/27/2025
Adviser Type - Related adviser
Number of Employees	2 -94.29%
of those in investment advisory functions	1 -94.44%
Registration	SEC, Approved, 07/28/2020

AUM^*	94,545,000 -83.21%
of that, discretionary	89,074,087 -84.03%
Private Fund GAV^*	0 -100.00%
Avg Account Size	47,272,500 -7.66%
% High Net Worth	< 0.01% -100.00%
SMA’s	Yes
Private Funds	0 4
Contact Info	913 xxxxxxx
Websites

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

Reported AUM

558M 478M 398M 319M 239M 159M 80M

2020 2021 2022 2023

Discretionary

Non-discretionary

Private Funds

GAV Count

Employees

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.