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 advisory firm (registered 2023) organized as a limited liability company. The firm operates as a private equity fund manager and serves an institutional client base, providing portfolio management for pooled investment vehicles and acting as sponsor, general partner and managing member of those vehicles. Its fee model combines an asset‑based management charge with performance‑linked fees. The firm does not identify as an active ESG investor and is not described as a capital allocator to discretionary external mandates.

Assets & Accounts

Investments & Alternatives

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

    Ronald Henley

    Managing PartnerCRD 6713080

  • Matthew Smith

    DirectorCRD 8335175

Wealth teams

FINTRX

Newly hired reps

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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