0001085146-24-002687.txt : 20240603 0001085146-24-002687.hdr.sgml : 20240603 20240603115902 ACCESSION NUMBER: 0001085146-24-002687 CONFORMED SUBMISSION TYPE: SC 13G/A PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 20240603 DATE AS OF CHANGE: 20240603 SUBJECT COMPANY: COMPANY DATA: COMPANY CONFORMED NAME: Ecofin Tax-Exempt Private Credit Fund, Inc. CENTRAL INDEX KEY: 0001725295 ORGANIZATION NAME: IRS NUMBER: 000000000 STATE OF INCORPORATION: MD FILING VALUES: FORM TYPE: SC 13G/A SEC ACT: 1934 Act SEC FILE NUMBER: 005-90639 FILM NUMBER: 241012682 BUSINESS ADDRESS: STREET 1: 6363 COLLEGE BOULEVARD STREET 2: SUITE 100A CITY: OVERLAND PARK STATE: KS ZIP: 66211 BUSINESS PHONE: 913-981-1020 MAIL ADDRESS: STREET 1: 6363 COLLEGE BOULEVARD STREET 2: SUITE 100A CITY: OVERLAND PARK STATE: KS ZIP: 66211 FORMER COMPANY: FORMER CONFORMED NAME: Ecofin Tax-Advantaged Social Impact Fund, Inc. DATE OF NAME CHANGE: 20200904 FORMER COMPANY: FORMER CONFORMED NAME: Tortoise Tax-Advantaged Social Infrastructure Fund, Inc. DATE OF NAME CHANGE: 20180221 FORMER COMPANY: FORMER CONFORMED NAME: Tortoise Tax-Advantaged Essential Assets Interval Fund, Inc. DATE OF NAME CHANGE: 20171213 FILED BY: COMPANY DATA: COMPANY CONFORMED NAME: Morton Capital Management LLC/CA CENTRAL INDEX KEY: 0002002628 ORGANIZATION NAME: IRS NUMBER: 300798181 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: SC 13G/A BUSINESS ADDRESS: STREET 1: 27200 AGOURA ROAD STREET 2: SUITE 200 CITY: CALABASAS STATE: CA ZIP: 91301 BUSINESS PHONE: 818.222.4727 MAIL ADDRESS: STREET 1: 27200 AGOURA ROAD STREET 2: SUITE 200 CITY: CALABASAS STATE: CA ZIP: 91301 SC 13G/A 1 tsifxa4_52124.htm MORTON CAPITAL MANAGEMENT LLC/CA tsifxa4_52124.htm
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
SCHEDULE 13G
Under the Securities Exchange Act of 1934
(Amendment No. 4)*
Ecofin Tax-Exempt Private Credit Fund, Inc.
(Name of Issuer)
Common Shares
(Title of Class of Securities)
293859104
(CUSIP Number)
December 31, 2022
(Date of Event which Requires Filing of this Statement)
Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
[X] Rule 13d-1(b)
[   ] Rule 13d-1(c)
[   ] Rule 13d-1(d)
* The remainder of this cover page shall be filled out for a reporting person's initial filing on this form with respect to the subject class of securities, and for any subsequent amendment containing information which would alter the disclosures provided in a prior cover page.
The information required in the remainder of this cover page shall not be deemed to be "filed" for the purpose of Section 18 of the Securities Exchange Act of 1934 ("Act") or otherwise subject to the liabilities of that section of the Act but shall be subject to all other provisions of the Act (however, see Instructions).
CUSIP No.: 293859104
       
1
NAME OF REPORTING PERSON
Morton Capital Management, LLC
I.R.S. IDENTIFICATION NO. OF ABOVE PERSON (ENTITIES ONLY)
30-0798181
2
CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP
(a) [   ]
(b) [   ]
3 SEC USE ONLY
4
CITIZENSHIP OR PLACE OF ORGANIZATION
California
NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH 5
SOLE VOTING POWER
0
6
SHARED VOTING POWER
3,419,839.37
7
SOLE DISPOSITIVE POWER
0
8
SHARED DISPOSITIVE POWER
3,419,839.37
9
AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
3,419,839.37
10
CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES
[   ]
11
PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9)
19.7%
12
TYPE OF REPORTING PERSON
IA
CUSIP No.: 293859104
ITEM 1(a). NAME OF ISSUER:
Ecofin Tax-Exempt Private Credit Fund, Inc.
ITEM 1(b). ADDRESS OF ISSUER'S PRINCIPAL EXECUTIVE OFFICES:
5100 W. 115th Place Leawood, KS 66211
ITEM 2(a). NAME OF PERSON FILING:
Morton Capital Management, LLC
ITEM 2(b). ADDRESS OF PRINCIPAL BUSINESS OFFICE OR, IF NONE, RESIDENCE:
27200 Agoura Road, Suite 200, Calabasas, CA 91301
ITEM 2(c). CITIZENSHIP:
California
ITEM 2(d). TITLE OF CLASS OF SECURITIES:
Common Shares
ITEM 2(e). CUSIP NUMBER:
293859104
ITEM 3. IF THIS STATEMENT IS FILED PURSUANT TO SECTION 240.13d-1(b), or 13d-2(b) or (c) CHECK WHETHER THE PERSON FILING IS A:
(a)
[ ]		 Broker or dealer registered under Section 15 of the Act (15 U.S.C. 78c);
(b)
[ ]		 Bank as defined in Section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)
[ ]		 Insurance company as defined in Section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)
[ ]		 Investment company registered under Section 8 of the Investment Company Act of 1940 (15 U.S.C 80a-8);
(e)
[X]		 An investment adviser in accordance with 240.13d-1(b)(1)(ii)(E);
(f)
[ ]		 An employee benefit plan or endowment fund in accordance with 240.13d-1(b)(1)(ii)(F);
(g)
[ ]		 A parent holding company or control person in accordance with 240.13d-1(b)(1)(ii)(G);
(h)
[ ]		 A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)
[ ]		 A church plan that is excluded from the definition of an investment company under Section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)
[ ]		 A non-U.S. institution in accordance with 240.13d-1(b)(1)(ii)(J);
(k)
[ ]		 Group, in accordance with 240.13d-1(b)(1)(ii)(K). If filing as a non-U.S. institution in accordance with 240.13d1(b)(1)(ii)(J), please specify the type of institution:
ITEM 4. OWNERSHIP
(a) Amount beneficially owned:
3,419,839
(b) Percent of class:
19.7%
(c) Number of shares as to which the person has:
(i) sole power to vote or to direct the vote:
0
(ii) shared power to vote or to direct the vote:
3,419,839
(iii) sole power to dispose or direct the disposition of:
0
(iv) shared power to dispose or to direct the disposition of:
3,419,839
ITEM 5. OWNERSHIP OF FIVE PERCENT OR LESS OF A CLASS:
If this statement is being filed to report the fact that as of the date hereof the reporting person has ceased to be the beneficial owner of more than five percent of the class of securities, check the following [ ].
ITEM 6. OWNERSHIP OF MORE THAN FIVE PERCENT ON BEHALF OF ANOTHER PERSON:
N/A
ITEM 7. IDENTIFICATION AND CLASSIFICATION OF THE SUBSIDIARY WHICH ACQUIRED THE SECURITY BEING REPORTED ON BY THE PARENT HOLDING COMPANY:
N/A
ITEM 8. IDENTIFICATION AND CLASSIFICATION OF MEMBERS OF THE GROUP:
N/A
ITEM 9. NOTICE OF DISSOLUTION OF GROUP:
N/A
ITEM 10. CERTIFICATION:
By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect.
CUSIP No.: 293859104
SIGNATURE
After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.
May 21 2024
Morton Capital Management, LLC
By:
/s/ Menachem Striks
Name:
Menachem Striks
Title:
Chief Compliance Officer
Attention — Intentional misstatements or omissions of fact constitute Federal criminal violations (See 18 U.S.C. 1001).