RECURRENT INVESTMENT ADVISORS LLC
CRD #288694 SEC #801-110728 HOUSTON, TX (832) 241-5900
SEC Registered
Total AUM
$1.2B
Discretionary
$1.2B
Employees
6
Clients
0
Accounts
18
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1.2B | $1.2B | $0 | 6 | 0 |
| Mar 2024 | $782.2M | $782.2M | $0 | 5 | 0 |
| Mar 2023 | $544.7M | $544.7M | $0 | 4 | 0 |
| Sep 2022 | $279.4M | $279.4M | $0 | 3 | 0 |
| Mar 2022 | $279.4M | $279.4M | $0 | 3 | 0 |
| Mar 2021 | $162.1M | $162.1M | $0 | 3 | 0 |
| Jun 2020 | $92M | $92M | $0 | 3 | 0 |
| Mar 2020 | $92M | $92M | $0 | 3 | 0 |
| Mar 2019 | $77M | $77M | $0 | 3 | 1 |
| Mar 2018 | $57.1M | $57.1M | $0 | 3 | 1 |
| Nov 2017 | $50.9M | $50.9M | $0 | 4 | 0 |
| Oct 2017 | $0 | $0 | $0 | 4 | 0 |
| Aug 2017 | $0 | $0 | $0 | 2 | 0 |
| Jun 2017 | $0 | $0 | $0 | 2 | 0 |
| May 2017 | $0 | $0 | $0 | 2 | 0 |
DateMar 2025
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees6
Clients0
DateMar 2024
Total AUM$782.2M
Discretionary$782.2M
Non-Disc.$0
Employees5
Clients0
DateMar 2023
Total AUM$544.7M
Discretionary$544.7M
Non-Disc.$0
Employees4
Clients0
DateSep 2022
Total AUM$279.4M
Discretionary$279.4M
Non-Disc.$0
Employees3
Clients0
DateMar 2022
Total AUM$279.4M
Discretionary$279.4M
Non-Disc.$0
Employees3
Clients0
DateMar 2021
Total AUM$162.1M
Discretionary$162.1M
Non-Disc.$0
Employees3
Clients0
DateJun 2020
Total AUM$92M
Discretionary$92M
Non-Disc.$0
Employees3
Clients0
DateMar 2020
Total AUM$92M
Discretionary$92M
Non-Disc.$0
Employees3
Clients0
DateMar 2019
Total AUM$77M
Discretionary$77M
Non-Disc.$0
Employees3
Clients1
DateMar 2018
Total AUM$57.1M
Discretionary$57.1M
Non-Disc.$0
Employees3
Clients1
DateNov 2017
Total AUM$50.9M
Discretionary$50.9M
Non-Disc.$0
Employees4
Clients0
DateOct 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateAug 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJun 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateMay 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0