Tortoise Capital Advisors, L.L.C. also d/b/a TCA Advisors (“Tortoise,” “we” or “us”) was founded in 2002. Tortoise is indirectly controlled by Lovell Minnick Partners LLC (“Lovell Minnick”) and is an indirectly wholly owned subsidiary of TortoiseEcofin Investments, LLC (“TortoiseEcofin Investments”). TortoiseEcofin Investments indirectly holds multiple wholly owned essential asset SEC registered investment advisers. A vehicle formed by Lovell Minnick and owned by certain private funds sponsored by Lovell Minnick and a group of institutional co-investors owns a controlling interest in TortoiseEcofin Investments. Certain employees in the TortoiseEcofin Investments complex, including substantially all of our Managing Directors and an independent board member of TortoiseEcofin Investments own the remaining interests in TortoiseEcofin Investments. Our day-to-day business is managed by our senior management team. We provide investment management services to individual and institutional investors and pooled investment vehicles. Our investment advice is generally limited to investments in energy and power infrastructure and the transition to cleaner energy. For separately managed account client strategies, we typically provide advice on clients’ investments in the North American energy sector, including strategies that invest in listed securities of midstream companies that transport, gather, store, process and distribute crude oil, refined petroleum products (gasoline, diesel and jet fuel) and natural gas. We also provide advice on companies that explore, develop, complete, or produce low cost and/or lower carbon energy sources such as natural gas, natural gas liquids (“NGLs”), such as ethane and propane, and zero carbon renewable energy. We also provide advice on companies that derive value from rising global energy demand such as (i) providers of electric power generation, including the production of electricity from renewable sources; (ii) companies that engage in the transmission, storage, and distribution of electricity; (iii) energy efficiency companies such as companies that manufacture products that consume less energy by unit of output; (iv) providers of treatment and supply of water including the treatment of waste water; (v) providers of environmental services such as recycling and waste management;

and (vi) other technology and cleantech companies such as companies that invent, develop or manufacture technologies that enable the production of products and services that require less energy, produce clean energy or otherwise reduce environmental impacts. We also serve as investment adviser to private and registered funds, including our closed-end funds and open- end funds. These funds invest in master limited partnerships (“MLPs”), pipeline and other energy companies, other companies that benefit from the operations of energy companies or other issuers operating in the essential asset sectors, including investments in private renewables investments such as solar and wind projects and investments in companies in the water value chain. In addition, we serve as investment adviser to our interval fund that invests in the private credit sector. Certain of our affiliated registered investment advisers serve as sub-advisers to certain of the funds for which we act as investment adviser. We generally seek to manage client accounts to reflect our model portfolio applicable to the investment strategy for that account. When changes are made to our model portfolios, we trade all client accounts to align them with the applicable model portfolio (except where specific instructions provided by the client require otherwise). Although clients typically grant full discretion with respect to security selection, clients may impose reasonable restrictions on investing in certain securities or types of securities. We provide investment management services to clients in wrap fee programs sponsored by third parties. Our investment strategies with respect to wrap fee clients are similar to the investment strategies provided to our other clients. However, the wrap fee sponsor typically is responsible for assisting the client in selecting managers and investment strategies and handles most aspects of the client relationship including identifying individual circumstances of the client. The wrap sponsor pays us a portion of the wrap fee in connection with the services we provide, however, under some arrangements, the wrap sponsor and Tortoise each charge a separate fee for their respective services. As of February 29, 2024, we managed approximately $7,036,500,000 of client assets on a discretionary basis.