Ecofin Advisors, LLC

Ecofin Advisors, LLC is a financial advisory firm founded in 2020, indirectly controlled by Lovell Minnick Partners LLC and a subsidiary of Tortoise Parent Holdco LLC. The firm specializes in providing investment management services focused on renewable energy and sustainable infrastructure assets. They manage approximately $89,100,000 of client assets on a discretionary basis and $5,471,000 on a non-discretionary basis as of December 31, 2024. For separately managed accounts, Ecofin charges annual advisory fees up to 1.00% of assets under management, with fees based on the fair value of the client's portfolio. They may also charge performance-based fees and prorate fees for account contributions and withdrawals. The firm follows a proactive approach to managing portfolios, actively monitoring investments in renewable energy assets like solar and wind energy, as well as other sustainable infrastructure assets. Ecofin discloses potential risks related to their investment strategies, including cyberattacks, market volatility, and illiquid investments. They have not reported any disciplinary information and share personal information with affiliates for business purposes but do not engage in marketing activities. Clients have the right to limit sharing of personal information for certain purposes. The firm does not maintain physical custody of client assets and provides investment advisory services on both discretionary and non-discretionary bases. Clients can request proxy voting information and exercise privacy rights, including requesting disclosure or deletion of personal information. For more information or to exercise privacy rights, clients can contact Ecofin Advisors, LLC at 866-362-9331 or [email protected].