---
schema_version: "secwatch.filing_event.v1"
accession: "0001213900-24-112993"
form_type: "8-K"
ticker: null
cik: "0002034406"
company_name: "Tortoise Capital Series Trust"
filed_at: "2024-12-27T23:59:59+00:00"
generated_at: "2026-05-28T23:10:00.317142+00:00"
event_type: "other_material"
sentiment: "neutral"
materiality_score: 0.3
calibrated_materiality_score: 0.3
confidence: "high"
source: SEC EDGAR
---

# Tortoise Capital Series Trust changes auditor to Tait, Weller & Baker after merger of three funds into TPZ

## Summary
- Mergers of Tortoise Pipeline & Energy Fund, Tortoise Energy Independence Fund, and Tortoise Power and Energy Infrastructure Fund into TPZ closed Dec 20, 2024.
- Independent registered public accounting firm changed from Ernst & Young to Tait, Weller & Baker as of the merger date.
- No disagreements or reportable events between Predecessor Fund and Ernst & Young during fiscal years 2022 and 2023.
- Ernst & Young provided a letter agreeing with the registrant's disclosures in the Form 8-K.

## SEC filing metadata
- accession: 0001213900-24-112993
- form_type: 8-K
- cik: 0002034406
- company_name: Tortoise Capital Series Trust
- filed_at: 2024-12-27T23:59:59+00:00
- event_type: other_material
- sentiment: neutral
- materiality_score: 0.3
- calibrated_materiality_score: 0.3
- confidence: high
- sec_items: 4.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/2034406/000121390024112993/0001213900-24-112993-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/2034406/000121390024112993/ea0226136-01_8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001213900-24-112993
- JSON: https://secwatch.observer/filing/0001213900-24-112993.json
- Plain text: https://secwatch.observer/filing/0001213900-24-112993.txt

## Key facts
- Auditor Changes
  Tortoise Capital Series Trust engaged Tait, Weller & Baker LLP as its auditor.
  - Action: engagement
  - Auditor: Tait, Weller & Baker LLP
  source text: At a meeting held on October 2, 2024, the Board of Trustees of the Trust approved the engagement of Tait, Weller & Baker LLP to serve as the independent registered public accounting firm for the Fund.
  evidence_url: https://www.sec.gov/Archives/edgar/data/2034406/000121390024112993/0001213900-24-112993-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.