Key facts
- Status: Privately Held (no backing).
Leadership
- Mike MatternChief Compliance Officer & Director of Technology and Operations
- Riva RoloffChief Operating Officer and a Member of the Investment Committee
- ·Watchlist + deal alerts for Tortoise Investment Management
- ·The full record, as it builds
Funding rounds
No funding rounds for Tortoise Investment Management are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About Tortoise Investment Management
Provider of independent investment advisory services catering to wealthy families and individuals. The company offers comprehensive financial planning and investment management advice, offering discretionary investment management and wealth planning services.
- Sector
- Financial Services
- HQ
- White Plains, NY, United States
- Employees
- 23
- Website
- tortoiseinvestment.com/
- Ownership
- Privately Held (no backing)
Tortoise Investment Management doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in Tortoise Investment Management shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on Tortoise Investment Management in its N-PORT filings yet. We sweep new filings monthly.