Tortoise Private Funds

Energy & Social Infrastructure

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.
  • Generate attractive total returns with an emphasis on income intended to be "tax-advantaged" (income that by statute or structuring of a security is in part, or in whole, tax-reduced, tax-deferred or tax-free with respect to federal, state or municipal taxes). This strategy focuses on investment opportunities comprised typically of direct origination securities of issuers in the social infrastructure sector (generally including assets and services that accommodate essential services related to education, healthcare, housing, human service providers and other social services), and to a lesser extent non-direct origination securities.

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 Tortoise Capital Advisors, L.L.C. and Tortoise Credit Strategies, LLC.

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

UK-Advised Private Funds

By clicking the “I Agree” button below you acknowledge that you are a professional client or eligible counterparty under the Financial Conduct Authority's Conduct of Business Sourcebook or the equivalent legislation in other jurisdictions.

Tortoise advises private investment funds in the United Kingdom. Investments in such funds are only available to investors who meet certain eligibility qualifications. Strategies currently available are:

  • Energy Transition Strategy: The strategy focuses on listed equity securities of global companies affected by the energy transition, i.e. an increasing drive towards clean energy generation, energy efficiency, technological advances and changes in energy policies. The strategy invests mainly in North America, Europe and Asia.

    This strategy's team takes a sustainable approach to investing. They believe that adding a critical layer of ESG analysis to investment decisions, mitigating climate change-related tail risks and influencing corporate behavior by engaging with companies' management teams, will deliver the best risk adjusted returns.

 

  • Global Renewables Infrastructure Strategy: This impact strategy focuses on listed equity securities of global companies owning predominantly carbon-free electricity generating assets. In addition to decarbonizing the grid, these companies offer a stable dividend in addition to the possibility of strong capex driven growth. The underlying assets are typically fully contracted with high credit rated counterparties. This strategy focuses mainly in North America, Europe and Asia.

    This strategy's team takes a sustainable approach to investing. They believe that adding a critical layer of ESG analysis to investment decisions and influencing corporate behavior by engaging with companies' managements, will deliver the best risk adjusted returns. In addition, there is a recognition that long-term ownership, informed by fundamentals, of renewable power generating assets will contribute to the transition to a clean carbon economy. The power generation sector accounts for 30% of global carbon emissions, is highly capital intensive, and therefore large corporate investment into renewable power generating assets is critical to achieving deployment plans needed. Increased renewable asset deployment leads directly to lower global carbon emissions.

This information is provided by Tortoise Advisors UK Limited (“Tortoise UK”) generally in relation to the strategies with respect to the investment funds which Tortoise UK manages (together, the “Funds”). The Funds are all unauthorised collective investment schemes, the promotion of which is restricted by law.

Tortoise UK is authorised and regulated by the Financial Conduct Authority (the “FCA”) in the United Kingdom as an Alternative Investment Fund Manager, and registered with the Securities and Exchange Commission (the “SEC“) in the United States of America.

Information provided herein is only directed at persons in the United Kingdom who are professional clients or eligible counterparties for the purposes of the FCA Conduct of Business Sourcebook, or the equivalent legislation in other jurisdictions. Information on this website is only directed at persons having professional experience of participating in unregulated schemes and that the shares to which this communication relates are available only to such persons, and any persons who do not have professional experience in participating in unregulated schemes should not rely on it.

This information does not constitute or form part of any offer to issue or sell, or any solicitation of any offer to subscribe or purchase, any shares in the Funds nor shall it or the fact of its distribution form the basis of, or be relied on in connection with, any contract thereof.   The information and opinions contained herein are for background purposes only and do not purport to be full or complete.  No reliance may be placed for any purpose on the information or opinions contained herein or their accuracy or completeness.  No representation, warranty or undertaking, express or implied, is given as to the accuracy or completeness of the information or opinions contained herein by Tortoise UK, and no liability is accepted by Tortoise UK for the accuracy or completeness of any such information or opinions.

General: it may be illegal to download the information contained in this site in certain countries and Tortoise UK disclaims all responsibility if you download any information from this site in breach of any law or regulation of the country in which you are residing.

An application for shares in any investment fund referred to on this site should only be made having read fully the relevant prospectus. It is your responsibility to use such documentation and by making an application you will be deemed to represent that you have read all applicable documentation and agree to be bound by its contents.

The information contained on this site does not constitute an offer to buy or sell or an invitation to make an offer to buy or sell shares in any investment fund referred to herein.

Data Protection: Tortoise UK collects certain personal information about you such as your name, address, telephone number, email address details and other information when it is voluntarily submitted to us on this site, including in connection with our customer registration procedures. Tortoise UK uses this information to ensure compliance with its obligations under the UK regulatory regime and for its own internal purposes and by submitting information to us you are treated as having reviewed and consented to the Tortoise UK Privacy Notice, a link to which is provided below.

Please note that by submitting personal information you are consenting to such information being processed for the purposes referred to above. You also agree that Tortoise UK has the right to use and store such data on its internal systems and to transfer it to its associated companies, whether inside or outside the European Union, for the purpose of providing services to you. You should also be aware that the level of protection in relation to the processing of personal data may not be the same in countries outside the European Union as in the United Kingdom.

Privacy Notice