RECURRENT INVESTMENT ADVISORS LLC

CRD 288694 · SEC 801-110728

Visit website

3801 KIRBY DRIVE, SUITE 654, HOUSTON, TX, 77098-4100, United States

Phone

(832) 241-5900

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.38B

Discretionary AUM

$1.38B

Team

6 total employees; 6 advisory reps

Clients

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-03-04

Disciplinary history

Services

Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)

Client types

Type	Clients	AUM
High net worth individuals	12	$13.9M
Investment companies	1	$1.17B
Pooled investment vehicles	3	$114.3M

States served

All web addresses on file

https://recurrentfunds.com/
https://www.recurrentadvisors.com/
https://www.linkedin.com/company/recurrent-investment-advisors/

Official SEC filing: View on IAPD