Tessa Shore
Tortoise Investment Management · New York, New York
Tessa Shore is a fee-only financial advisor at Tortoise Investment Management in New York, New York. Tortoise Investment Management reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Tortoise Investment Management |
|---|---|
| Based in | New York, New York |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $2.07B across 3,029 accounts |
| SEC registration | Investment adviser representative in NY, TX · CRD 7227012 |
| Firm size | 21 employees |
| Disclosures | None reported |
| Website | www.tortoiseinvestment.com |
How Tessa'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 Tessa
Is Tessa Shore a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Tessa 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 Tessa charge for financial advice?
Tessa's firm, Tortoise Investment Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Tessa Shore based?
Tessa Shore is based in New York, New York.
Is Tessa Shore registered with the SEC?
Yes. Tessa Shore is registered as an investment adviser representative in NY and TX (CRD 7227012), 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 Tessa Shore?
Through Tessa'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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