RECURRENT INVESTMENT ADVISORS LLC
Adviser information for RECURRENT INVESTMENT ADVISORS LLC last updated from Form ADV on March 22nd, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Limited Liability Company |
---|---|
Fiscal Year End | DECEMBER |
Legal Location | Texas, United States |
Employees
Total Number of Employees | 5 |
---|---|
Investment Advisory/Research | 5 |
Registered Broker-Dealer Representatives | 3 |
Registered State Investment Advisers | 4 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
---|
Type | Accounts | RAUM |
---|---|---|
Discretionary | 9 | $782.2M |
Non-Discretionary | 0 | $0 |
Total | 9 | $782.2M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 0 | $0 |
HNW Individuals | <5 | $856,992 |
Banking or thrift institutions | 0 | $0 |
Investment companies | 1 | $677.6M |
Business development companies | 0 | $0 |
Pooled investment vehicles | 3 | $96.4M |
Pension and profit sharing plans | 0 | $0 |
Charitable organizations | 0 | $0 |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | <5 | $7.4M |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 10 |
No. of Financial Planning Clients | 0 |
Services
Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for investment companiesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clients |
---|---|
Compensation | % of AUM |
Principal Office
3801 KIRBY DRIVESUITE 654
HOUSTON
TX
United States
Monday - Friday, 8:00 AM - 5:00 PM (CT)
Tel: (832) 241-5900, Fax: None
Chief Compliance Officer
BRADLEY R. OLSEN
CO-MANAGING PARTNER
3801 KIRBY DRIVE
SUITE 654
HOUSTON
TX
United States
Tel:
(832) 241-5900
B***@********************M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|
None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
LASKIN, MARK, JASON | Individual | – | CO-MANAGING PARTNER, MANAGING MEMBER | 05/2017 | 25-50% |
OLSEN, BRADLEY, RICHARD | Individual | – | CO-MANAGING PARTNER, MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | 05/2017 | 25-50% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 14th, 2024 for period ending June 30th, 2024
Name | Class | Value $USD | # Shares | Private Fund |
---|---|---|---|---|
ALCOA CORP | COM | 3M | 84K | – |
ALLIANCE RESOURCE PARTNERS L | UT LTD PART | 26M | 1M | – |
ARCELORMITTAL SA LUXEMBOURG | NY REGISTRY SH | 2M | 95K | – |
ARCHER DANIELS MIDLAND CO | COM | 465K | 8K | – |
BARRICK GOLD CORP | COM | 2M | 73K | – |
BHP GROUP LTD | SPONSORED ADS | 2M | 30K | – |
BP PLC | SPONSORED ADR | 554K | 116K | – |
CENOVUS ENERGY INC | COM | 74M | 4M | – |
CF INDS HLDGS INC | COM | 624K | 8K | – |
CHENIERE ENERGY INC | COM NEW | 63M | 360K | – |
CONOCOPHILLIPS | COM | 2M | 16K | – |
DARLING INGREDIENTS INC | COM | 812K | 22K | – |
DOW INC | COM | 2M | 31K | – |
DT MIDSTREAM INC | COMMON STOCK | 21M | 299K | – |
ENBRIDGE INC | COM | 16M | 456K | – |
ENERGY TRANSFER L P | COM UT LTD PTN | 69M | 4M | – |
ENTERPRISE PRODS PARTNERS L | COM | 45M | 2M | – |
EQUITRANS MIDSTREAM CORP | COM | 22M | 2M | – |
EXXON MOBIL CORP | COM | 1M | 11K | – |
FMC CORP | COM NEW | 844K | 15K | – |
FREEPORT-MCMORAN INC | CL B | 2M | 43K | – |
HALLIBURTON CO | COM | 927K | 27K | – |
INTERNATIONAL PAPER CO | COM | 759K | 18K | – |
KINDER MORGAN INC DEL | COM | 38M | 2M | – |
MARATHON PETE CORP | COM | 26M | 149K | – |
MOSAIC CO NEW | COM | 781K | 27K | – |
MURPHY USA INC | COM | 540K | 1K | – |
NEWMONT CORP | COM | 1M | 30K | – |
NUCOR CORP | COM | 2M | 13K | – |
NUTRIEN LTD | COM | 4M | 54K | – |
ONEOK INC NEW | COM | 56M | 692K | – |
PEMBINA PIPELINE CORP | COM | 60M | 2M | – |
PHILLIPS 66 | COM | 47M | 333K | – |
PLAINS GP HLDGS L P | LTD PARTNR INT A | 52M | 3M | – |
POSCO HOLDINGS INC | SPONSORED ADR | 630K | 10K | – |
RIO TINTO PLC | SPONSORED ADR | 1M | 17K | – |
SHELL PLC | SPON ADS | 2M | 153K | – |
SUNCOR ENERGY INC NEW | COM | 57M | 1M | – |
SUNOCO LP/SUNOCO FIN CORP | COM UT REP LP | 38M | 669K | – |
TARGA RES CORP | COM | 47M | 363K | – |
TC ENERGY CORP | COM | 7M | 184K | – |
TECK RESOURCES LTD | CL B | 5M | 83K | – |
TOTALENERGIES SE | SPONSORED ADS | 1M | 17K | – |
VALE S A | SPONSORED ADS | 478K | 43K | – |
VALERO ENERGY CORP | COM | 24M | 152K | – |
VIPER ENERGY INC | CL A | 31M | 813K | – |
WESTERN MIDSTREAM PARTNERS L | COM UNIT LP INT | 53M | 1M | – |
WESTLAKE CORPORATION | COM | 1M | 10K | – |
WESTROCK CO | COM | 929K | 18K | – |
WEYERHAEUSER CO MTN BE | COM NEW | 740K | 26K | – |
WILLIAMS COS INC | COM | 37M | 859K | – |