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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM none

TORTOISE CLEAN ENERGY PARTNERS, LLC

CRD 285237

LEAWOOD, KS

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:961acd08-05dd-c5cb-b496-42f65119e73d

Data as of Jun 15, 2017 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:46 PM UTC and rebuilt at most every 15 minutes.

Relationships: 32
Dated events: 1
On other graphs: 0
Observed: Sep 21, 2016 to Jun 15, 2017
4 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $0Item 5.F on the latest filing (2017-06-15); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $0
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Advisors on IAPD: 0
Employees: 5
Advisory employees: 3
Accounts: 0
SEC number: 801-108459
CRD: 285237
Filings on the tape: 4
First filed: Sep 21, 2016
Latest filed: Jun 15, 2017
Organised: Limited Liability Company, Delaware

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BICKNELL FAMILY HOLDING COMPANY, LLC	Manager	E	yes	02/2015	Sep 21, 2016	Jun 15, 2017
BICKNELL, MARTIN, CHRISTOPHER	ELECTED MANAGER	F	yes	07/2007	Sep 21, 2016	Jun 15, 2017
BICKNELL, MARTIN, CHRISTOPHER	Director	F	yes	09/2009	Sep 21, 2016	Jun 15, 2017
BIRZER, HAROLD, KEVIN	Director	Na	yes	09/2016	Sep 21, 2016	Jun 15, 2017
BIRZER, HAROLD, KEVIN	DIRECTOR; CEO	F	yes	09/2009	Sep 21, 2016	Jun 15, 2017
HAMEL, ZACHARY, ALAN	Director	F	yes	01/2015	Sep 21, 2016	Jun 15, 2017
HENSON, GARY, PAUL	Director	F	yes	09/2009	Sep 21, 2016	Jun 15, 2017
KELLY, MICHELLE, ROSS	Director	Na	yes	09/2016	Sep 21, 2016	Jun 15, 2017
MALVEY, KENNETH, PETER	Director	F	yes	01/2015	Sep 21, 2016	Jun 15, 2017
MARINER HOLDINGS, LLC	MANAGING MEMBER	E	yes	01/2010	Sep 21, 2016	Jun 15, 2017
MATLACK, TERRY, CLYDE	Director	F	yes	01/2015	Sep 21, 2016	Jun 15, 2017
MOJICA, ABEL	Director	Na	yes	09/2016	Sep 21, 2016	Jun 15, 2017
MONTAGE INVESTMENTS, LLC	Member	D	yes	01/2010	Mar 29, 2017	Jun 15, 2017
ORDWAY, MATTHEW, SCOTT	MEMBER; DIRECTOR; PARTNER	B	yes	09/2016	Sep 21, 2016	Jun 15, 2017
POLACEK, JERRY, GEORGE	MEMBER; DIRECTOR; MANAGING PARTNER	B	yes	09/2016	Sep 21, 2016	Jun 15, 2017
SAVAGE, CONNIE, JEAN	CHIEF OPERATING OFFICER	Na	yes	09/2016	Sep 21, 2016	Jun 15, 2017
TORTOISE INVESTMENTS, LLC	Member	D	yes	09/2016	Sep 21, 2016	Jun 15, 2017
BONO, DIANE, MARIE	CHIEF COMPLIANCE OFFICER	Na	no	09/2016	Sep 21, 2016	Jun 15, 2017

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
MARINER WEALTH ADVISORS, LLC	n/a	Bd affiliated wealth	$125B	N	yes	n/a
TORTOISE CAPITAL ADVISORS, L.L.C.	n/a	Asset manager	$8.9B	N	yes	n/a
TORTOISE CREDIT STRATEGIES, LLC	n/a	Former SEC adviser	$3.1B	N	yes	n/a
TORTOISE INDEX SOLUTIONS, LLC	n/a	Former SEC adviser	$719M	N	yes	n/a
TORTOISE DIRECT OPPORTUNITIES GP LLC	n/a	n/a	n/a	N	yes	n/a
TORTOISE INVESTMENTS PARTNERS, LLC	n/a	Former SEC adviser	n/a	N	yes	n/a
TORTOISE MANAGEMENT, LLC	n/a	n/a	n/a	N	yes	n/a
TORTOISE MUNICIPAL CREDIT GP, LLC	n/a	n/a	n/a	N	yes	n/a
TORTOISE SECURITIES, LLC	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Wilton	Ct	United States	n/a	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2016	Mar 29, 2017	$0	$0	5	3	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2016	$0	n/a	n/a	n/a	n/a	5	n/a	n/a	n/a

Relationships

Affiliated with (14)

← MARINER WEALTH ADVISORSRegistered adviserother investment adviser, common control
factForm ADV
← MARINER WEALTH ADVISORSRegistered adviserother investment adviser, common control
factForm ADV
← MARINER WEALTH ADVISORSRegistered adviserother investment adviser, common control
factForm ADV
→ TORTOISE CAPITAL ADVISORS, L.L.C.Registered adviserother investment adviser, bank, pooled vehicle sponsor, common control
factForm ADV
→ MARINERRegistered adviserother investment adviser, pooled vehicle sponsor, LP sponsor, common control
factForm ADV
→ TIS ADVISORSRegistered adviserother investment adviser, bank, common control
factForm ADV
→ TORTOISE CREDIT STRATEGIES, LLCRegistered adviserother investment adviser, bank, common control
factForm ADV
→ TORTOISEECOFIN INVESTMENTS PARTNERS, LLCRegistered adviserother investment adviser, common control
factForm ADV
← 440 INVESTMENT GROUP, LLCRegistered adviserother investment adviser, bank, common control
factForm ADV
← MARINER WEALTH ADVISORSRegistered adviserother investment adviser, common control
factForm ADV
← SILVERWEST HOTELS LLCRegistered adviserother investment adviser, common control
factForm ADV
← VARIANT, LLCRegistered adviserother investment adviser, common control
factForm ADV
← MARINER WEALTH ADVISORSRegistered adviserother investment adviser, common control
factForm ADV
← REALTYCLUB INVESTMENT ADVISORS LLCRegistered adviserother investment adviser, common control
factForm ADV

Controls (15)

← BIRZER, HAROLD, KEVINOwnerDIRECTOR; CEO, ownership code F, individual
Sep 21, 2016 to presentfactForm ADV
← BICKNELL, MARTIN, CHRISTOPHEROwnerELECTED MANAGER, ownership code F, individual
Sep 21, 2016 to presentfactForm ADV
← HENSON, GARY, PAULOwnerDIRECTOR, ownership code F, individual
Sep 21, 2016 to presentfactForm ADV
← MOJICA, ABELOwnerDIRECTOR, ownership code NA, individual
Sep 21, 2016 to presentfactForm ADV
← POLACEK, JERRY, GEORGEOwnerMEMBER; DIRECTOR; MANAGING PARTNER, ownership code B, individual
Sep 21, 2016 to presentfactForm ADV
← KELLY, MICHELLE, ROSSOwnerDIRECTOR, ownership code NA, individual
Sep 21, 2016 to presentfactForm ADV
← HAMEL, ZACHARY, ALANOwnerDIRECTOR, ownership code F, individual
Sep 21, 2016 to presentfactForm ADV
← MATLACK, TERRY, CLYDEOwnerDIRECTOR, ownership code F, individual
Sep 21, 2016 to presentfactForm ADV
← MALVEY, KENNETH, PETEROwnerDIRECTOR, ownership code F, individual
Sep 21, 2016 to presentfactForm ADV
← ORDWAY, MATTHEW, SCOTTOwnerMEMBER; DIRECTOR; PARTNER, ownership code B, individual
Sep 21, 2016 to presentfactForm ADV
← SAVAGE, CONNIE, JEANOwnerCHIEF OPERATING OFFICER, ownership code NA, individual
Sep 21, 2016 to presentfactForm ADV
← BICKNELL FAMILY HOLDING COMPANY, LLCOwnerMANAGER, ownership code E, domestic entity
Sep 21, 2016 to presentfactForm ADV
← MARINER HOLDINGS, LLCOwnerMANAGING MEMBER, ownership code E, domestic entity
Sep 21, 2016 to presentfactForm ADV
← MONTAGE INVESTMENTS, LLCOwnerMEMBER, ownership code D, domestic entity
Mar 29, 2017 to presentfactForm ADV
← TORTOISE INVESTMENTS, LLCOwnerMEMBER, ownership code D, domestic entity
Sep 21, 2016 to presentfactForm ADV

Owns (1)

← BONO, DIANE, MARIEOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Sep 21, 2016 to presentfactForm ADV

Dated events

Occurred
Sep 21, 2016
First Form ADV filing
Tortoise Clean Energy Partners, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:961acd08-05dd-c5cb-b496-42f65119e73d
First observed: Sep 21, 2016
Last observed: Jun 15, 2017 112 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

TORTOISE CLEAN ENERGY PARTNERS, LLC

CRD 285237

LEAWOOD, KS

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:961acd08-05dd-c5cb-b496-42f65119e73d

Data as of Jun 15, 2017 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:46 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BICKNELL FAMILY HOLDING COMPANY, LLC

Manager

yes

02/2015

Sep 21, 2016

Jun 15, 2017

BICKNELL, MARTIN, CHRISTOPHER

ELECTED MANAGER

yes

07/2007

Sep 21, 2016

Jun 15, 2017

BICKNELL, MARTIN, CHRISTOPHER

Director

yes

09/2009

Sep 21, 2016

Jun 15, 2017

BIRZER, HAROLD, KEVIN

Director

yes

09/2016

Sep 21, 2016

Jun 15, 2017

BIRZER, HAROLD, KEVIN

DIRECTOR; CEO

yes

09/2009

Sep 21, 2016

Jun 15, 2017

HAMEL, ZACHARY, ALAN

Director

yes

01/2015

Sep 21, 2016

Jun 15, 2017

HENSON, GARY, PAUL

Director

yes

09/2009

Sep 21, 2016

Jun 15, 2017

KELLY, MICHELLE, ROSS

Director

yes

09/2016

Sep 21, 2016

Jun 15, 2017

MALVEY, KENNETH, PETER

Director

yes

01/2015

Sep 21, 2016

Jun 15, 2017

MARINER HOLDINGS, LLC

MANAGING MEMBER

yes

01/2010

Sep 21, 2016

Jun 15, 2017

MATLACK, TERRY, CLYDE

Director

yes

01/2015

Sep 21, 2016

Jun 15, 2017

MOJICA, ABEL

Director

yes

09/2016

Sep 21, 2016

Jun 15, 2017

MONTAGE INVESTMENTS, LLC

Member

yes

01/2010

Mar 29, 2017

Jun 15, 2017

ORDWAY, MATTHEW, SCOTT

MEMBER; DIRECTOR; PARTNER

yes

09/2016

Sep 21, 2016

Jun 15, 2017

POLACEK, JERRY, GEORGE

MEMBER; DIRECTOR; MANAGING PARTNER

yes

09/2016

Sep 21, 2016

Jun 15, 2017

SAVAGE, CONNIE, JEAN

CHIEF OPERATING OFFICER

yes

09/2016

Sep 21, 2016

Jun 15, 2017

TORTOISE INVESTMENTS, LLC

Member

yes

09/2016

Sep 21, 2016

Jun 15, 2017

BONO, DIANE, MARIE

CHIEF COMPLIANCE OFFICER

09/2016

Sep 21, 2016

Jun 15, 2017

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

MARINER WEALTH ADVISORS, LLC

n/a

Bd affiliated wealth

$125B

yes

n/a

TORTOISE CAPITAL ADVISORS, L.L.C.

n/a

Asset manager

$8.9B

yes

n/a

TORTOISE CREDIT STRATEGIES, LLC

n/a

Former SEC adviser

$3.1B

yes

n/a

TORTOISE INDEX SOLUTIONS, LLC

n/a

Former SEC adviser

$719M

yes

n/a

TORTOISE DIRECT OPPORTUNITIES GP LLC

n/a

yes

n/a

TORTOISE INVESTMENTS PARTNERS, LLC

n/a

Former SEC adviser

n/a

yes

n/a

TORTOISE MANAGEMENT, LLC

n/a

yes

n/a

TORTOISE MUNICIPAL CREDIT GP, LLC

n/a

yes

n/a

TORTOISE SECURITIES, LLC

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Wilton

United States

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2016

Mar 29, 2017

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2016

n/a