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Recurrent Investment Advisors LLC
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CRD # | 288694 |
SEC # | 801-110728 |
CIK # | 0001803146 |
AUM | $782.2 MM (2024-03-22) |
Employees | 5 (100% Investors, 60% Brokers) |
Phone | 832-241-5900 |
Address | 3801 Kirby Drive Houston, TX 77098-4100 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
Total AUM ($MM) |
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Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
CVE | 40,267.2 | 73.8 | |
ET | 31,904.4 | 68.8 | |
LNG | 34,273.2 | 63.0 | |
PBA | 19,898.5 | 59.7 | |
SU | 51,730.4 | 56.7 | |
OKE | 25,448.2 | 56.5 | |
WES | 9,938.1 | 52.7 | |
PAGP | 2,056.9 | 52.1 | |
PSX | 42,745.7 | 47.0 | |
TRGP | 14,247.0 | 46.8 | |
View All |
Holdings by Sector ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 0 | 0.0 |
(b) Individuals (high net worth individuals) | 0 | 0.9 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 1 | 677.6 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 3 | 96.4 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 7.4 |
(n) Other | 0 | 0.0 |
Total | 9 | 782.2 |
By Discretionary | ||
Discretionary | 9 | 782.2 |
Non-Discretionary | 0 | 0.0 |
Total | 9 | 782.2 |
By Non-United States Persons | ||
Non-United States Persons | 81.5 | |
United States Persons | 700.7 | |
Total | 9 | 782.2 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0001803146] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Lexaurum Advisors LLC
✚
|
KS | 0.8 |
Madden Securities Corporation
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|
TX | 0.8 |
Fortis Group Advisors LLC
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|
NJ | 0.8 |
Pathway Financial Advisors LLC
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|
VT | 0.8 |
Milestone Investment Advisors LLC
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|
WI | 0.8 |
Oak City Consulting LLC
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|
NC | 0.8 |
Goldstein Advisors LLC
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|
WI | 0.8 |
Quadra Gestao de Recursos Sa
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|
0.8 | |
Accurate Wealth Management LLC
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|
FL | 0.8 |
Focus Investment Advisors Inc
✚
|
CA | 0.8 |