Recurrent Investment Advisors LLC
● SEC registered since 2017CRD 288694SEC# 801-110728Houston, TX
Reg. AUM
$1.38B
Employees
6
Accounts
21
Location
Houston, TX
Recurrent Investment Advisors LLC assets under management
Recurrent Investment Advisors LLC operates as an SEC-registered investment adviser based in Houston, TX. The firm has been registered since 2017. It reports $1.4 billion in regulatory assets under management and employs 6 people.
Recurrent Investment Advisors LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bradley Richard Olsen Control | Co-Managing Partner, Managing Member And Chief Compliance Officer | 25-50% | 2017 |
| Mark Jason Laskin Control | Co-Managing Partner, Managing Member | 25-50% | 2017 |
Frequently asked questions
How much does Recurrent Investment Advisors LLC manage?
Recurrent Investment Advisors LLC reports $1.4 billion in regulatory assets under management on its Form ADV.
How many employees does Recurrent Investment Advisors LLC have?
Recurrent Investment Advisors LLC reports 6 employees.
Where is Recurrent Investment Advisors LLC located?
Recurrent Investment Advisors LLC is based in Houston, TX and has been SEC-registered since 2017.
Does Recurrent Investment Advisors LLC disclose fund performance?
Recurrent Investment Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3801 Kirby Drive, Suite 654, Houston, TX 77098-4100 |
| Phone | (832) 241-5900 |
| Office hours | 8:00 a.m. - 5:00 p.m. (Ct) |
| SEC region | Fort Worth Regional Office (FWRO) |
| CIK | 1803146 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.38B▲ 14%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 27%
Larger than 73% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$1.38Bregulatory AUM
Discretionary $1.38B