Asset manager · Houston, TX
Recurrent Investment Advisors LLC
SEC-registered investment adviser · CRD 288694 · SEC 801-110728
At a glance
Recurrent Investment Advisors LLC is an SEC-registered investment adviser based in Houston, Texas, with $1.4 billion in regulatory assets under management as of its Form ADV filed August 13, 2026. Its largest client group by assets is investment companies, and it reports 12 individual clients. By Form ADV it is a asset manager, ranked 1,208th of 3,218 asset managers and 4,482nd of 17,210 SEC-registered advisers by assets.
Main office 832-241-5900recurrentadvisors.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $1.4B
- Rank among asset managers
- #1,208 of 3,218
- Rank among all SEC RIAs
- #4,482 of 17,210
- Rank in Texas
- #252 of 1,081
- Individual clients
- 12
- High-net-worth clients
- 12
- Accounts
- 21
- Discretionary
- 100% of AUM
- Employees
- 6
- Advisory staff
- 6
- Offices
- 1
Owners and executives on its Form ADV
- Mark J. LaskinCo-Managing Partner, Managing Member
- Bradley R. OlsenCo-Managing Partner, Managing Member
- Rebecca M. KingChief Operating Officer & Chief Compliance Officer
Custody and brokerage
Broker-dealer
Hybrid RIA
Recurrent Investment Advisors LLC is a hybrid RIA: 3 of its employees are also registered representatives of a broker-dealer.
Form ADV Part 1 doesn’t name an unaffiliated broker-dealer. The firm’s Part 2A brochure (Item 10) and each adviser’s record on the SEC’s adviser search do.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Investment companies | 1 | $1.2B | 85% |
| Pooled investment vehicles | 3 | $114M | 8% |
| Other | – | $71M | 5% |
| High-net-worth individuals | 12 | $14M | 1% |
| Corporations or other businesses | – | $12M | <1% |
Disciplinary disclosures
Recurrent Investment Advisors LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
Form ADV and brochures on the SEC’s adviser search ↗recurrentadvisors.com ↗
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The full record on Recurrent Investment Advisors LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 8 years of filings
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- Growth over one, three and five years
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- Rank against 960 peers of its type and size
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- Owners and executives, with titles and stakes
- 3 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Background
Questions
How much does Recurrent Investment Advisors LLC manage?
Recurrent Investment Advisors LLC reports $1.4 billion in regulatory assets under management across 21 accounts, 100% of it on a discretionary basis, on its Form ADV filed August 13, 2026.
What kind of firm is Recurrent Investment Advisors LLC?
Recurrent Investment Advisors LLC is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Recurrent Investment Advisors LLC’s clients?
By assets, its largest client types are investment companies ($1.2 billion, 1 clients); pooled investment vehicles ($114 million, 3 clients); other ($71 million).
Does Recurrent Investment Advisors LLC have any disciplinary history?
Recurrent Investment Advisors LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Recurrent Investment Advisors LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-08-13), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →