RECURRENT INVESTMENT ADVISORS LLC

RECURRENT INVESTMENT ADVISORS LLC is an SEC-registered investment adviser in HOUSTON, TX, registered since 2017. The firm manages approximately $1.4 billion in...

RECURRENT INVESTMENT ADVISORS LLC

RECURRENT INVESTMENT ADVISORS LLC is an SEC-registered investment adviser in HOUSTON, TX, registered since 2017. The firm manages approximately $1.4 billion in assets. It has 6 employees and 6 investment advisers.

linkedin.com/company/recurrent-investment-advisors

General information

Firm type

RIA

Location

Region

North America

What regulatory framework governs Recurrent Investment Advisors LLC?

Recurrent Investment Advisors LLC is registered as an investment advisor under the US Investment Advisers Act of 1940, which imposes fiduciary duties and requires periodic SEC filings (per SEC records).

What types of clients does Recurrent Investment Advisors serve?

As an RIA, Recurrent Investment Advisors likely serves institutional clients such as pension funds, endowments, foundations, and high-net-worth individuals, though specific client rosters are not publicly disclosed.

Does Recurrent Investment Advisors manage funds or separate accounts?

RIAs typically manage individually tailored separate accounts rather than commingled funds, but without public filings or a website, the firm's exact account structure cannot be confirmed.

How can prospective clients verify Recurrent Investment Advisors' regulatory status?

The SEC's Investment Adviser Public Disclosure (IAPD) database provides registration details, disciplinary history, and business background for all registered RIAs, including Recurrent Investment Advisors LLC.

What investment strategies does Recurrent Investment Advisors employ?

Based on its RIA classification, the firm likely uses a multi-asset approach spanning equities, fixed income, alternatives, and cash, but no specific strategy details are available from public sources.

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