Investment adviser · CRD 288694
RECURRENT INVESTMENT ADVISORS LLC
Investment adviser filing (IA)
HOUSTON, TX, United States · Form ADV filed Aug 13, 2026
- Regulatory AUM
- $1.38B Form ADV · Item 5.F
- Client accounts
- 21 Accounts, not individual clients
- Employees
- 6 Reported in this filing
- Advisory professionals
- 6 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Investment companies | 1 | $1,170,213,668 | 84.7% |
| Pooled investment vehicles | 3 | $114,325,452 | 8.3% |
| Other clients | Fewer than 5 | $71,456,775 | 5.2% |
| High-net-worth individuals | 12 | $13,930,629 | 1.0% |
| Corporations & businesses | Fewer than 5 | $11,608,639 | 0.8% |
Filing source
Form ADV 2125216 · Aug 13, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Aug 13, 2026. View historical filings
Reported services
Individual portfolio management · Investment company portfolio management · Pooled investment vehicle management · Business portfolio management
Compensation
Percentage of assets
Principal office
3801 KIRBY DRIVE, SUITE 654HOUSTON, TX, 77098-4100, United States
CRD 288694
Filing source
Form ADV 2125216 · Aug 13, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.