Investment adviser · CRD 309902
ECOFIN ADVISORS, LLC
Investment adviser filing (IA)
OVERLAND PARK, KS, United States · Form ADV filed Mar 27, 2025
- Regulatory AUM
- $94.5M Form ADV · Item 5.F
- Client accounts
- 2 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Pooled investment vehicles | 1 | $89,074,087 | 94.2% |
| Other clients | Fewer than 5 | $5,470,913 | 5.8% |
Filing source
Form ADV 1961353 · Mar 27, 2025 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
5 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
ECOFIN DIRECT SOCIAL IMPACT FUND III, LPHedge Fund · Last reported Apr 30, 2024$102MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
ERNST & YOUNG, LLP
PCAOB 42
U.S. BANK NATIONAL ASSOCIATION
LEI 6BYL5QZYBDK8S7L73M02
Fund details & source
- Fund ID
- 805-5801289202
- Reported beneficial owners
- 276
- Minimum commitment
- $250K
- Form D file number
- 021-417962
Form ADV 1872786 · Apr 30, 2024 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
ECOFIN DIRECT SOCIAL IMPACT FUND IV, LPHedge Fund · Last reported Apr 30, 2024$48.1MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
ERNST & YOUNG, LLP
PCAOB 42
U.S. BANK NATIONAL ASSOCIATION
LEI 6BYL5QZYBDK8S7L73M02
Fund details & source
- Fund ID
- 805-2862436901
- Reported beneficial owners
- 135
- Minimum commitment
- $250K
- Form D file number
- 021-474492
Form ADV 1872786 · Apr 30, 2024 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
ECOFIN DIRECT SOCIAL INFRASTRUCTURE FUND II, LPHedge Fund · Last reported Apr 30, 2024$42.7MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
ERNST & YOUNG, LLP
PCAOB 42
U.S. BANK NATIONAL ASSOCIATION
LEI 6BYL5QZYBDK8S7L73M02
Fund details & source
- Fund ID
- 805-4548327825
- Reported beneficial owners
- 187
- Minimum commitment
- $250K
- Form D file number
- 021-1690081
Form ADV 1872786 · Apr 30, 2024 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
ECOFIN DIRECT MUNICIPAL OPPORTUNITIES FUND, LPHedge Fund · Last reported Apr 30, 2024$19.9MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
ERNST & YOUNG, LLP
PCAOB 42
U.S. BANK NATIONAL ASSOCIATION
LEI 6BYL5QZYBDK8S7L73M02
Fund details & source
- Fund ID
- 805-2187053267
- Reported beneficial owners
- 211
- Minimum commitment
- $250K
- Form D file number
- 021-1690081
Form ADV 1872786 · Apr 30, 2024 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
ECOFIN EDUCATION OPPORTUNITIES FUND, LPHedge Fund · Last reported Apr 30, 2024$18.1MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
ERNST & YOUNG, LLP
PCAOB 42
U.S. BANK NATIONAL ASSOCIATION
LEI 6BYL5QZYBDK8S7L73M02
Fund details & source
- Fund ID
- 805-6310757511
- Reported beneficial owners
- 28
- Minimum commitment
- $250K
- Form D file number
- 021-369758
Form ADV 1872786 · Apr 30, 2024 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Mar 27, 2025. View historical filings
Reported services
Pooled investment vehicle management
Compensation
Percentage of assets · Performance-based
Principal office
5901 COLLEGE BOULEVARD, SUITE 400OVERLAND PARK, KS, 66211-1861, United States
CRD 309902
Filing source
Form ADV 1961353 · Mar 27, 2025 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.