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 investment adviser organized as an LLC in 2017 and owned by an individual. The firm charges clients on a percentage-of-AUM basis and services both individual/family and institutional clients. Its advisory capabilities include portfolio management for individuals and small businesses, investment companies, pooled investment vehicles and other institutional or business clients. The firm does not identify as an active ESG investor and is not marked as a multi-state adviser or a pension consultant.