Stephen Pang
Net worth: 73 200 $ as of 2024-04-29
Profile
Stephen Pang is currently a Portfolio Manager & Managing Director at Tortoise Capital Advisors LLC, a Director at Mexico Pacific Ltd.
LLC, a Managing Director at Ecofin Investments LLC, and the Chief Financial Officer at Montana Technologies Corp.
He previously worked as a Director at Credit Suisse Securities (USA) LLC (Broker) and Credit Suisse Securities (USA) LLC in the Equity Capital Markets Group.
He also served as the Chief Financial Officer & Director at Tortoise Acquisition Corp.
and as an Independent Director at Hyliion Holdings Corp.
Additionally, he held positions as a Managing Director & Portfolio Manager at TortoiseEcofin Investments LLC, President, Chief Financial Officer & Director at TortoiseEcofin Acquisition Corp.
III, and Vice President at Tortoise Pipeline & Energy Fund, Inc. Mr. Pang obtained his undergraduate degree from the University of Richmond.
Known holdings in public companies
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
| 2024-03-12 | 60,000 ( 0.03% ) | 73 200 $ | 2024-04-29 |
Stephen Pang active positions
| Companies | Position | Start |
|---|---|---|
Tortoise Capital Advisors LLC
 Tortoise Capital Advisors LLC Investment ManagersFinance Tortoise Capital Advisors LLC (TCA) is a SEC-registered investment advisor firm headquartered in Overland Park, Kansas. The firm was founded by Harold Birzer in 2002 and is a subsidiary of TortoiseEcofin Borrower LLC (formerly Tortoise Borrower LLC), ultimately held by TortoiseEcofin Investments LLC. TCA provides investment management services to individual and institutional investors and pooled investment vehicles. | Portfolio Manager-Equities | 2013-12-31 |
Mexico Pacific Ltd. LLC
 Mexico Pacific Ltd. LLC Contract DrillingIndustrial Services Mexico Pacific Ltd. LLC is a North American Pacific Coast provider of LNG. The company is headquartered in Houston, TX. | Director/Board Member | 2019-09-30 |
| Ecofin Investments LLC | Corporate Officer/Principal | 2020-08-31 |
Former positions of Stephen Pang
| Companies | Position | End |
|---|---|---|
| HYLIION HOLDINGS CORP. | Director/Board Member | 2024-02-12 |
| TORTOISE PIPELINE & ENERGY FUND, INC. | Corporate Officer/Principal | 2020-12-10 |
| HYLIION HOLDINGS CORP. | Director of Finance/CFO | 2020-09-30 |
Credit Suisse Securities (USA) LLC
 Credit Suisse Securities (USA) LLC Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC provides a variety of capital raising, market making, advisory and brokerage services for governments, financial institutions, high-net-worth individuals, and corporate clients and affiliates. It is also a primary dealer in U.S. government securities and an underwriter, placement agent, and dealer for money market instruments, commercial paper, mortgage and other assetbacked securities, as well as a range of debt, equity and other convertible securities of corporations and other issuers. The company was founded on January 3, 2003 and is headquartered in New York, NY. | Corporate Officer/Principal | 2013-12-31 |
Credit Suisse Securities (USA) LLC (Broker)
 Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world. | Corporate Officer/Principal | 2013-12-30 |
Training of Stephen Pang
| University of Richmond | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 2 |
|---|---|
| HYLIION HOLDINGS CORP. | Producer Manufacturing |
| TORTOISEECOFIN ACQUISITION CORP. III | Finance |
| Private companies | 9 |
|---|---|
Tortoise Capital Advisors LLC
Tortoise Capital Advisors LLC Investment ManagersFinance Tortoise Capital Advisors LLC (TCA) is a SEC-registered investment advisor firm headquartered in Overland Park, Kansas. The firm was founded by Harold Birzer in 2002 and is a subsidiary of TortoiseEcofin Borrower LLC (formerly Tortoise Borrower LLC), ultimately held by TortoiseEcofin Investments LLC. TCA provides investment management services to individual and institutional investors and pooled investment vehicles. | Finance |
Credit Suisse Securities (USA) LLC (Broker)
Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world. | Finance |
Tortoise Acquisition Corp.
 Tortoise Acquisition Corp. Financial ConglomeratesFinance Tortoise Acquisition Corp. is blank check company. It intends to search for a target business in energy industry. Tortoise Acquisition was founded on November 7, 2018 and is headquartered in Leawood, KS. | Finance |
Tortoise Pipeline & Energy Fund, Inc.
 Tortoise Pipeline & Energy Fund, Inc. Investment Trusts/Mutual FundsMiscellaneous Tortoise Pipeline & Energy Fund, Inc. operates as a non-diversified, closed-end management investment company. It invests in equity securities of pipeline companies that transport natural gas, natural gas liquids, crude oil, and refined products, as well as energy infrastructure companies. The company was founded on July 19, 2011 and is headquartered in Overland Park, KS. | Miscellaneous |
Mexico Pacific Ltd. LLC
Mexico Pacific Ltd. LLC Contract DrillingIndustrial Services Mexico Pacific Ltd. LLC is a North American Pacific Coast provider of LNG. The company is headquartered in Houston, TX. | Industrial Services |
Tortoise Acquisition Corp. II
 Tortoise Acquisition Corp. II Financial ConglomeratesFinance Tortoise Acquisition Corp. II is a blank check company and formed for the purpose of effecting a merger, capital share exchange, asset acquisition, share purchase, reorganization or similar business combination with one or more business. The company was founded by Vincent T. Cubbageis on July 24, 2020 and is headquartered in Leawood, KS. | Finance |
TortoiseEcofin Investments LLC
 TortoiseEcofin Investments LLC Financial ConglomeratesFinance TortoiseEcofin Investments LLC engages in the provision of investment advisory services. It also offers investment vehicles which includes closed-end, open end, interval, and private funds. The company was founded by H. Kevin Birzer, David J. Schulte, Zachary A. Hamel, Kenneth P. Malvey, and Terry C. Matlack in December 2002 and is headquartered in Leawood, KS. | Finance |
Credit Suisse Securities (USA) LLC
Credit Suisse Securities (USA) LLC Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC provides a variety of capital raising, market making, advisory and brokerage services for governments, financial institutions, high-net-worth individuals, and corporate clients and affiliates. It is also a primary dealer in U.S. government securities and an underwriter, placement agent, and dealer for money market instruments, commercial paper, mortgage and other assetbacked securities, as well as a range of debt, equity and other convertible securities of corporations and other issuers. The company was founded on January 3, 2003 and is headquartered in New York, NY. | Finance |
| Ecofin Investments LLC |
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