ECOFIN ADVISORS, LLC

other names
{{ Info.Overview }}
Revenue {{ Info.Revenue | formatUSD }}
Headquarters {{ Info.Headquarters }}
cb

Adviser Profile
As of Date 04/30/2024
Adviser Type - Large advisory firm
- An investment adviser (or subadviser) to an investment company
Number of Employees 24 -31.43%
of those in investment advisory functions 18
Registration SEC, Approved, 7/28/2020
AUM* 601,357,942 6.79%
of that, discretionary 595,887,029 6.86%
Private Fund GAV* 230,971,297 9.45%
Avg Account Size 50,113,162 -2.11%
% High Net Worth 33.33% 22.22%
SMA’s Yes
Private Funds 5 1
Contact Info 913 xxxxxxx
Websites

Client Types

- High net worth individuals
- Investment companies
- Pooled investment vehicles
- Other

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

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

Recent News

Reported AUM

Discretionary
Non-discretionary
558M 478M 398M 319M 239M 159M 80M
2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count5 GAV$230,971,297

Similar advisers

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 NET RETURN ASSET MANAGEMENT LLC Hedge Fund587.6m Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV587.6m AUM587.6m #Funds3
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 APPIAN WAY ASSET MANAGEMENT LP Hedge Fund122.6m Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV122.6m AUM681.8m #Funds3
Adviser DIAMETRIC CAPITAL, LP Hedge Fund321.3m Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV321.3m AUM557.7m #Funds2
Adviser YAKIRA CAPITAL MANAGEMENT, INC. Hedge Fund83.6m Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV83.6m AUM372.5m #Funds2
Adviser LYGH CAPITAL PTE. LTD. Hedge Fund397.4m Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV397.4m AUM562.1m #Funds2
Adviser JW ASSET MANAGEMENT, LLC Hedge Fund450.2m Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV450.2m AUM450.2m #Funds5
Adviser LUCERNE CAPITAL MANAGEMENT, LP Hedge Fund613.5m Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV613.5m AUM613.5m #Funds4
Adviser MASTERS CAPITAL MANAGEMENT, L.L.C. Hedge Fund647.6m Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV647.6m AUM656.2m #Funds4
Adviser HOLLANDER ASSET MANAGEMENT LLC Hedge Fund368.6m Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV368.6m AUM578.1m #Funds2

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.