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ECOFIN LIMITED

Business and Investment Profile

The ECOFIN LIMITED is a privately held investment adviser that advises $22.57Bn in regulatory assets under management held in 3 SEC fund types across 7 investment strategies. ECOFIN LIMITED is a Public Fund A public fund manager is a manager whose >=75% of total assets under management are in public funds (broadly accessible, exchange-listed investment vehicles available to retail investors with typically low minimums and clear, widely available information) Manager. Assets increased by 14.17% over the last 5-years.

Regulatory Profile

The Group has been registered with the SEC for 23.7 years and is comprised of 2 filing and 0 relying advisers. They operate out of 6 office locations with their Headquarters at EIGHT TOWER BRIDGE 161 WASHINGTON STREET, 7TH FLOOR, CONSHOHOCKEN, PENNSYLVANIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 3 US and Non-US bodies.

Employee Profile

They have 134 employees comprised of 72 investment and 62 non-investment staff. The total number of Employees decreased by 49.24% over the last 5-years.

Asset Profile

Their $22.57Bn in assets advised are owned by 30 private funds, 16 public funds and BDCs and 126 other accounts. Assets of Investment Companies (IC) clients own $7.69Bn or 34.1% of Total Assets and Government Entities and Pension Plans own $6.54Bn or 28.97% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include Long/Short Equity, Traditional LBO and Long Only, representing 81.81%, 5.98% and 4.22% of total assets, respectively.

Client Profile

They advise 10 types of clients, top clients are Investment Companies (IC) and Government Entities and Pension Plans.

Service Provider Profile

The Group uses 6 Fund Administrators, 4 Fund Auditors, 0 Prime Brokers, 12 Custodians and 5 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.

Fee Profile

The Group discloses management fees and performance-based fees.

Sub-Advisers

ECOFIN LIMITED names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.

Full profile: ECOFIN LIMITED

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Keywords: Ecofin, Centersquare Investment Management, Tortoise Capital Advisors, Centersquare, Tortoise
Generated 2026-09-12T06:47:56.2421323.  © 2026 Convergence.