9AT: ECOFIN ADVISORS LIMITED

other names

Adviser Profile

As of Date	04/30/2024
Adviser Type - Large advisory firm - Outside the United States - An investment adviser (or subadviser) to an investment company
Number of Employees	17 -5.56%
of those in investment advisory functions	9
Registration	SEC, Approved, 01/27/2005

AUM^*	1,376,800,252 -4.34%
of that, discretionary	1,376,436,091 -4.30%
Private Fund GAV^*	427,386,089 6.43%
Avg Account Size	86,050,016 -10.32%
SMA’s	No
Private Funds	3 1
Contact Info	44- xxxxxxx
Websites

Client Types

- Investment companies
- Pooled investment vehicles
- Corporations or other businesses not listed above
- Other

Advisory Activities

- 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

Fund Type	Count	GAV
Fund TypeHedge Fund	Count2	GAV$394,353,448
Fund TypeOther Private Fund	Count1	GAV$33,032,641

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 EQUINOX PARTNERS INVESTMENT MANAGEMENT LLC	Hedge Fund410.8m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund37.7m	Total Private Fund GAV448.6m	AUM728.6m	#Funds4
Adviser NICHOLAS INVESTMENT PARTNERS, L.P.	Hedge Fund213.8m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund22.2m	Total Private Fund GAV236.0m	AUM923.9m	#Funds3
Adviser MUDITA MANAGEMENT	Hedge Fund436.3m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund514.0m	Total Private Fund GAV950.3m	AUM1.1b	#Funds4
Adviser PROSPECTOR PARTNERS, LLC	Hedge Fund450.8m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund10.2m	Total Private Fund GAV460.9m	AUM715.8m	#Funds4
Adviser ROW ASSET MANAGEMENT, LLC	Hedge Fund1.7b	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund3.3m	Total Private Fund GAV1.7b	AUM2.4b	#Funds4
Adviser THE SALIENT ZARVONA ENERGY FUND GP, L.P.	Hedge Fund273.6m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund24.3m	Total Private Fund GAV297.9m	AUM297.9m	#Funds4
Adviser PARADICE INVESTMENT MANAGEMENT LLC	Hedge Fund16.5m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund84.3m	Total Private Fund GAV100.8m	AUM2.9b	#Funds4
Adviser TORTOISE CAPITAL ADVISORS, L.L.C.	Hedge Fund8.1m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund77.1m	Total Private Fund GAV85.3m	AUM6.9b	#Funds2
Adviser GUARDIAN CAPITAL LP	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM11.6b	#Funds-
Adviser DRIEHAUS CAPITAL MANAGEMENT LLC	Hedge Fund310.3m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund310.3m	Total Private Fund GAV620.6m	AUM15.2b	#Funds4

Brochure Summary

Overview

Ecofin Advisors Limited (“Ecofin” or the "Firm") is a London-based investment management firm which specializes in the global utility, infrastructure, alternative energy and environmental sectors. The Firm was incorporated in England and Wales in 1991, and it was acquired in November 2018 by the Tortoise group of companies; shortly afterwards it changed its name from Ecofin Limited to Tortoise Advisors UK Limited - it has now reverted to using the name Ecofin Advisors Limited. It is indirectly controlled by Lovell Minnick Partners LLC ("Lovell Minnick") and TortoiseEcofin Investments, LLC ("TortoiseEcofin Investments"). 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. Ecofin provides discretionary investment management services to collective investment vehicles, and to separately managed accounts which it manages on behalf of professional investors. Our investment

advice is limited to investments in energy and infrastructure, with a focus on sustainability, as provided in our strategies in item 8 of this brochure. We generally seek to manage client accounts to reflect a portfolio applicable to each particular investment strategy which Ecofin manages. When changes are made to a strategy portfolio, we generally trade all client accounts which subscribe to that particular investment strategy to align them with the applicable strategy portfolio (except where specific instructions provided by the client require otherwise). 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. The Firm’s discretionary assets under management was US$1,376,426,091 as of December 31, 2023. This includes the AUM of the funds or that portion of the funds in respect of which the Firm acts as the investment manager or sub-investment manager, and any separately managed accounts. Additionally, as of December 31, 2023, the Firm had approximately US$364,161 of assets under advisement through model portfolio provider services. The Firm invests pursuant to the individual mandates of the client accounts which it manages.

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ECOFIN ADVISORS LIMITED

Adviser Profile

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