Private Funds

Tortoise advises several private investment funds.

Investments in such funds are only available to investors who meet certain eligibility qualifications. Strategies currently available seek to:

  • Capitalize on the market dislocation currently taking place in North American energy (and specifically master limited partnerships) through private-style investing. This strategy primarily targets tactical investments in convertible preferred securities, private investments in public equities (PIPEs) and other directly placed equity securities of midstream MLPs, and to a lesser extent, other energy companies.
  • Provide investors access to a midstream MLP strategy with the tax simplicity through a single K-1. This strategy seeks a high level of total return by investing primarily in a portfolio of publicly-traded MLPs in the energy infrastructure sector with an emphasis on midstream MLPs.
Disclosures

The contents of this section of the website are for evaluation purposes only and are intended for the sole use of “accredited investors” under U.S. Securities Act of 1933, as amended. Any person who is not an accredited investor should not act or rely on this information. This website should not be considered an offer to purchase or invest, and is not soliciting an offer to buy these securities in any state where the offer or sale is not permitted. Any offer or solicitation with respect to these securities will only be made pursuant to the final confidential private placement memorandum, operating agreement and subscription documents, which qualifies in its entirety the information set forth herein and which should be read carefully prior to any investment in these securities for a description of the merits and risks of such an investment.

This website is provided for discussion and informational purposes only to provide background information with respect to the advisers and their investment activities and is not an offer to sell or the solicitation of an offer to buy an interest in any current or future vehicles or funds controlled by Tortoise. Prospective investors should not construe this overview or any other communication as legal, accounting, tax, investment or other advice, and each prospective investor should consult with their own counsel and advisers as to all legal, tax, regulatory, financial and related matters concerning an investment. This presentation is not intended to form the basis of any investment decision for sale of an interest in any private fund or any other current or future vehicles or funds controlled by Tortoise and you agree and acknowledge that you are not relying on the information contained in this presentation as the basis for any such investment decision you may make in the future. Any private funds offered by Tortoise are available only to investors who meet statutory qualifications as “accredited investors” and “qualified purchasers” under the U.S. Securities Act of 1933, as amended, and the U.S. Investment Company Act of 1940, as amended, respectively. Any offer or solicitation with respect to any private fund will only be made pursuant to the final confidential private placement memorandum, operating agreement and subscription documents issued with respect to such fund, which qualifies in its entirety the information set forth herein and which should be read carefully prior to any investment in such fund for a description of the merits and risks of such an investment. This presentation may contain certain forward-looking statements. Forward-looking statements include all statements regarding the intent, belief or current expectations regarding matters covered and all statements which are not statements of historical fact. Forward-looking statements involve known and unknown risk, uncertainties, contingencies and other factors, many of which are beyond our control. Since these factors can cause results, performance and achievements to differ materially from those discussed in the presentation, you are cautioned not to place undue reliance on the forward-looking statements.

These private funds are managed by TCA Advisors.

Current Investors

Current investors can access fund materials by using the link below. Tortoise generally only offers access to its products and services through financial advisors and various financial intermediaries including registered investment advisers and broker dealers. If you are a financial advisor and would like more information on any of our products and services please call 888-870-3088 or email us at info@tortoiseadvisors.com.