Patricia Acipreste
Tortoise Investment Management · White Plains, New York
Patricia Acipreste is a fee-only financial advisor at Tortoise Investment Management in White Plains, New York, who holds the CFP credential. Tortoise Investment Management reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Tortoise Investment Management |
|---|---|
| Based in | White Plains, New York |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $2.07B across 3,029 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NY · CRD 7403580 |
| Firm size | 21 employees |
| Disclosures | None reported |
| Website | www.tortoiseinvestment.com |
How Patricia's firm compares
- Tortoise Investment Management's average account is about $683,000, from its Form ADV (assets managed divided by 3,029 accounts).
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Questions about Patricia
Is Patricia Acipreste a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Patricia holds no broker registration, and Tortoise Investment Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Patricia charge for financial advice?
Patricia's firm, Tortoise Investment Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Patricia Acipreste based?
Patricia Acipreste is based in White Plains, New York.
What credentials does Patricia Acipreste hold?
Patricia Acipreste holds the CFP credential.
Is Patricia Acipreste registered with the SEC?
Yes. Patricia Acipreste is registered as an investment adviser representative in NY (CRD 7403580), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Tortoise Investment Management manage?
Tortoise Investment Management reports $2.07B across 3,029 accounts in assets under management.
How do I contact Patricia Acipreste?
Through Patricia's website, www.tortoiseinvestment.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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