RECURRING CAPITAL MANAGEMENT COMPANY, LLC

RIASEC RegisteredEst. 2023
Total AUM
$250M
Discretionary
$250M
100% of AUM
Avg account
$27.8M
Accounts
9
Employees
6
Advisory reps
3

Firm details

Headquarters
AUSTIN, Texas
CRD number
285114
Registered since
August 1, 2023
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Recurring Capital Management Company, LLC is an SEC-registered investment adviser organized as an LLC and classified as a private equity fund manager. The firm registered with the SEC in 2023 and is owned by an individual. Its client base is institutional, and its advisory activity centers on portfolio management for pooled investment vehicles. Recurring Capital often functions as sponsor, general partner, or managing member of those pooled vehicles and charges a combination of percentage-of-AUM and performance-based fees. The firm is not identified as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • MATTHEW STEWART

    Chief Operating OfficerCRD 3275847

Contacts

2 of 2
  • Ronald Henley

    Managing PartnerCRD 6713080

  • BRADLEY MCBRIDE

    Managing DirectorCRD 4999928

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

AUSTIN, TX

TRAVIS

Location

AUSTIN, TX

Headquartered in AUSTIN, TX, in the South of the United States.

Region
South
County
TRAVIS
Address
2901 Bee Caves Rd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth