CRD: 128723
Tortoise Investment Management, LLC
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-13-2006
- Office Locations
- 2
Office Locations
About Tortoise Investment Management, LLC
Tortoise Investment Management is an independent, fee-only fiduciary RIA providing discretionary investment management and wealth planning for high net-worth individuals and families and their trusts. The firm builds customized portfolios with an emphasis on risk management and a conservative, long-term approach. Custody relationships include Schwab and Fidelity/NFS, supporting implementation across major platforms.
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Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JUSTIN SCOTT SINGER
Advisor
- CRD
- #4706954
- Ownership
- 10% but less than 25%
RIVA BETH ROLOFF
Advisor
- CRD
- --
- Ownership
- 5% but less than 10%
Showing 2 of 4 owners & executives
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Patricia Kellen Acipreste
Associate Director
- CRD
- #7403580
Andrew Chandler Barber
Associate
- CRD
- #7401199
Showing 2 of 18 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,026,561,632 | $671,714 |
| Non-Discretionary | $41,298,894 | $3,441,575 |
| Total | $2,067,860,526 | $682,688 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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