1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2RECURRENT INVESTMENT ADVISORS LLC

Map pinHOUSTON, TX
Phone(832) 241-5900
NotebookSEC #801-110728
Total AUM
$1.4B
Employees
6
Clients
18

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3801 KIRBY DRIVE
SUITE 654
HOUSTON
TX 77098-4100
United States
Operating Hours
8:00 AM - 5:00 PM (CT)
Monday - Friday
Phone
(832) 241-5900

ReceiptFinancials

Total AUM
$1.4B
Accounts
21
Discretionary
$1.4B
Accounts
21
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

HNW Individual Clients
12
AUM
$13.9M
Investment Company Clients
1
AUM
$1.2B
Pooled Vehicle Clients
3
AUM
$114.3M
Corporation or Business Clients
1
AUM
$11.6M
Other Clients
1
AUM
$71.5M
Description of Other Clients
COLLEGE ENDOWMENT

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account