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Asset ManagerRIA · CRD 288694SEC-Registered

Updated:

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...

Overview

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.

General information

Firm type

RIA

Location

Region

North America

Frequently asked questions

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).

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.

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