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RECURRENT INVESTMENT ADVISORS LLC
CRD 288694File 801-110728
APPROVED
Retail clients
Filing as of Aug 13, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.38B
Above cohort median (national)
Discretionary AUM
$1.38B
Clients
16
21 accounts
Employees
6
Top 25% of cohort in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Jun 30, 2017
- Principal office
- 3801 KIRBY DRIVE, SUITE 654, HOUSTON, TX, 77098-4100
- Phone
- (832) 241-5900
- Website
- https://recurrentfunds.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.38B
- Discretionary AUM
- $1.38B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 21
- Non-discretionary accounts
- 0
- Total accounts
- 21
- AUM per client
- $86.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $11.6M |
| Investment companies | 1 | $1.17B |
| High net worth individuals | 12 | $13.9M |
| Pooled investment vehicles | 3 | $114.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.