Tortoise Power and Energy Infrastructure Fund, Inc.
Tortoise Power and Energy Infrastructure Fund, Inc. is a registered legal entity registered in United States under 4097978, and its current status with Kansas Secretary of State is active. The company was incorporated on 24 July 2007 and lists its registered address as Overland Park, United States. 5 shareholders are on record for Tortoise Power and Energy Infrastructure Fund, Inc., and since every one of them is a company rather than an individual, this particular filing does not on its own establish an ultimate beneficial owner (UBO) — identifying one would mean tracing the ownership of each shareholding company in turn. This profile is sourced directly from Kansas Secretary of State and was last updated on 21 October 2026.
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Shareholders
5
Five shareholders are currently on record for Tortoise Power and Energy Infrastructure Fund, Inc., reflecting the stock ledger kept by the company under state corporate law (e.g. §219 of the Delaware General Corporation Law) rather than a public filing.
The largest of these is Relative Value Partners Group, LLC, holding 37.6% — the largest recorded stake — followed by Bard Associates Inc. at 10.6%; the remaining 3 shareholders shown hold smaller stakes.
The register reports 16 shareholders in total, though only the top 5 by holding are shown in this view.
Because every shareholder shown is a company rather than an individual, the ownership chain continues above this level, and no beneficial owner can be established from this filing alone.
| Shareholder | Type | Holding | Source Document |
|---|---|---|---|
| Relative Value Partners Group, LLC | 37.6% | Kansas Secretary of State | |
| Bard Associates Inc. | 10.6% | Kansas Secretary of State | |
| Herzfeld (Thomas J.) Advisors, Inc | 7.7% | Kansas Secretary of State | |
| Saba Capital Management, L.P. | 7% | Kansas Secretary of State | |
| Bulldog Investors, LLC | 6.9% | Kansas Secretary of State |
Officers
3
Three officers are currently on record for Tortoise Power and Energy Infrastructure Fund, Inc., filed with Kansas Secretary of State. Terry Clyde Matlack Cfa, J.d. serves as Chief Exec. Officer And Director; Matthew G.p. Sallee Cfa and James Ryan Mick Cfa both serve as Portfolio Mang.
Management authority at Tortoise Power and Energy Infrastructure Fund, Inc. sits with these individuals, not with shareholders, who are covered separately and hold ownership rather than control.
The source filing doesn't specify representation authority — whether officers can act individually or must sign jointly to bind the company — so that detail isn't available here.
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Frequently Asked Questions
Who owns Tortoise Power and Energy Infrastructure Fund, Inc.?
Five shareholders are currently on record for Tortoise Power and Energy Infrastructure Fund, Inc., reflecting the stock ledger kept by the company under state corporate law (e.g. §219 of the Delaware General Corporation Law) rather than a public filing. The largest of these is Relative Value Partners Group, LLC, holding 37.6% — the largest recorded stake — followed by Bard Associates Inc. at 10.6%; the remaining 3 shareholders shown hold smaller stakes. Because every shareholder shown is a company rather than an individual, the ownership chain continues above this level, and no beneficial owner can be established from this filing alone.
Who is Tortoise Power and Energy Infrastructure Fund, Inc.'s UBO (Ultimate Beneficial Owner)?
Every shareholder recorded for Tortoise Power and Energy Infrastructure Fund, Inc. is itself a company rather than a natural person, so no Ultimate Beneficial Owner (UBO) is identified at this level; establishing one would require tracing the ownership of each shareholding company in turn.
How many shareholders does Tortoise Power and Energy Infrastructure Fund, Inc. have on record?
5 shareholders are shown on record for Tortoise Power and Energy Infrastructure Fund, Inc.. The register reports 16 in total; only the top 5 by holding are shown here.
What is Tortoise Power and Energy Infrastructure Fund, Inc.'s company registration number?
Tortoise Power and Energy Infrastructure Fund, Inc.'s registration number is 4097978, filed with Kansas Secretary of State in United States. Its current status on the register is active.
Is Tortoise Power and Energy Infrastructure Fund, Inc. still an active company?
Tortoise Power and Energy Infrastructure Fund, Inc.'s status on Kansas Secretary of State is listed as active.
When was Tortoise Power and Energy Infrastructure Fund, Inc. incorporated?
Tortoise Power and Energy Infrastructure Fund, Inc. was incorporated on 24 July 2007, according to Kansas Secretary of State.
What is Tortoise Power and Energy Infrastructure Fund, Inc.'s registered address?
The registered address on file for Tortoise Power and Energy Infrastructure Fund, Inc. is Overland Park, United States.
Who are the officers/directors of Tortoise Power and Energy Infrastructure Fund, Inc.?
Three officers are currently on record for Tortoise Power and Energy Infrastructure Fund, Inc., filed with Kansas Secretary of State. Terry Clyde Matlack Cfa, J.d. serves as Chief Exec. Officer And Director; Matthew G.p. Sallee Cfa and James Ryan Mick Cfa both serve as Portfolio Mang. Management authority at Tortoise Power and Energy Infrastructure Fund, Inc. sits with these individuals, not with shareholders, who are covered separately and hold ownership rather than control.
Can Zavia monitor changes to Tortoise Power and Energy Infrastructure Fund, Inc.'s ownership over time?
This profile reflects a point-in-time snapshot from Kansas Secretary of State. Zavia's monitoring API can track changes to Tortoise Power and Energy Infrastructure Fund, Inc.'s registered shareholders, officers, and group structure going forward, flagging updates as they're filed rather than requiring a manual recheck.
Can I access Tortoise Power and Energy Infrastructure Fund, Inc.'s data through an API?
Yes. Zavia's API connects directly to official government ownership registries across 195 countries and territories, including United States, so records like Tortoise Power and Energy Infrastructure Fund, Inc.'s registration, shareholder, UBO, and group-structure data can be queried programmatically instead of viewed one page at a time.
Where does this company information come from, and how current is it?
This record is sourced directly from Kansas Secretary of State and was last synced on 21 October 2026.