RECURRENT INVESTMENT ADVISORS LLC
SEC RegisteredAbout the firm
Recurrent offers the RMLPX (Recurrent MLP & Infrastructure Fund), an actively-managed mutual fund investing in MLPs and infrastructure assets that issues Form 1099s rather than K-1s and is suitable for non-taxable accounts.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Actively-managed mutual fund (RMLPX) investing in MLPs and energy infrastructure assets, offering total return and significant dividend income, with a 0.90% management fee and 1.13% total expense ratio, paying quarterly dividends.
Who they serve
Investors seeking total return and current income from MLP and pipeline infrastructure investments, including those using non-taxable accounts; available with $2,500 minimums.
| Client segment | Clients | Assets managed |
|---|---|---|
| High Net Worth Individuals | 12 | $14M |
| Pension/Profit Sharing Plans | 3 | $114M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
Data as of March 4, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. RECURRENT INVESTMENT ADVISORS LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.