Recurrent Investment Advisors LLC

RIASEC RegisteredEst. 2017

Total AUM

$1.4B

Discretionary

$1.4B

100% of AUM

Avg account

$65.8M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Houston, Texas
CRD number: 288694
Registered since: June 30, 2017
Website: www.recurrentadvisors.com
Custodians: THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, PERSHING LLC, UBS FINANCIAL SERVICES INC., CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: Investment Companies84.7%
Pooled Investment Vehicles8.28%
Other5.17%
HNWI1.01%
Corporations / Businesses0.84%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Recurrent Investment Advisors LLC is an SEC-registered advisory firm organized as an LLC and operating under individual ownership. The firm provides fee-based investment management—charging a percentage of assets under management—and serves both individual/family and institutional clients. Its registered advisory activities include discretionary portfolio management across a range of client structures: individuals and small businesses, investment companies, pooled investment vehicles, and businesses or institutions. The adviser does not identify as an active ESG investor and is not designated as a multi-state adviser or pension consultant.