Tortoise Investment Management, LLC

Overview

Tortoise Investment Management, LLC is an SEC registered investment adviser based in White Plains, NY, registered since 2006. It reports $2.1B in assets under management across 3,029 accounts, with 21 employees. It has 15 investment adviser representatives.

Reported AUM

$2.1B

Discretionary

98%

Accounts

3,029

Average account

$683K

Employees

21

Advisory reps

15

Registered since

2006

Jurisdictions

14

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Percentage of Assets

Executive officers 3 of 4

• Justin Scott Singer Managing Director, Member of the Board of Managers CRD 4706954
• Michael Terrence Mattern Chief Compliance Officer CRD 4709707
• Riva Beth Roloff Chief Operating Officer, Member of the Board of Managers CRD 3096271

1 more executive officer, with direct contact details

Advisory reps 3 of 15

• Patricia Kellen Acipreste Investment Adviser Rep CRD 7403580
• Andrew Chandler Barber Investment Adviser Rep CRD 7401199
• Brendan James Blaney Investment Adviser Rep CRD 7401331

12 more advisory reps, with emails, phones and branch locations

Location

Headquarters

2 Westchester Park Dr Ste 215
White Plains, NY 10604

County

Westchester

Metro area

New York-Newark-Jersey City, NY-NJ-PA

Region

Northeast

Registrations

• SEC registered
• Registered in 14 jurisdictions
• Website: tortoiseinvestment.com

Every state, with registration dates

Similar firms near White Plains

• The Portfolio Strategy Group, LLCWhite Plains, NY$2.6B AUM
• Rethink Capital Partners, LLCWhite Plains, NY$2.2B AUM
• Halyard Asset Management LLCWhite Plains, NY$2B AUM
• Matrix Asset Advisors IncWhite Plains, NY$1.4B AUM
• Lyonross Capital Management, LLCWhite Plains, NY$881M AUM