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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 1b 10b

RECURRENT INVESTMENT ADVISORS LLC

CRD 288694

HOUSTON, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:7132e14e-a624-79df-e857-caa6f61b0e60

Data as of Aug 13, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:01 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 5
On other graphs: 0
Observed: May 30, 2017 to Aug 13, 2026
17 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: asset managerderivedprivate_client_share=0.01 fund_share=0.93 institutional_share=0.0 related_bd=false related_bank=false bd_reps=3.0
Regulatory AUM: $1.4BItem 5.F on the latest filing (2026-08-13); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.4B
Private client RAUM: $13.9MderivedItem 5.D individuals plus high net worth individuals
Private client share: 1%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 1
RAUM per advisor: $1.4Bderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 6
Advisory employees: 6
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 21
High net worth clients: 12
SEC number: 801-110728
CIK: 1803146
CRD: 288694
Filings on the tape: 17
First filed: May 30, 2017
Latest filed: Aug 13, 2026
Organised: Limited Liability Company, TX
Website: recurrentfunds.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
MARK JASON LASKIN	Chartered Financial Analyst	HOUSTON, TX	8	28	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
LASKIN, MARK, JASON	CO-MANAGING PARTNER, MANAGING MEMBER	C	yes	05/2017	May 30, 2017	Mar 22, 2024
OLSEN, BRADLEY, RICHARD	CO-MANAGING PARTNER, MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	C	yes	05/2017	May 30, 2017	Mar 22, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Mar 4, 2026	$1.4B	$1.4B	6	6	n/a	n/a
2024	Mar 17, 2025	$1.2B	$1.2B	6	6	n/a	n/a
2023	Mar 22, 2024	$782M	$782M	5	5	n/a	n/a
2022	Mar 20, 2023	$545M	$545M	4	4	n/a	n/a
2021	Mar 4, 2022	$279M	$279M	3	3	n/a	n/a
2020	Mar 24, 2021	$162M	$162M	3	3	n/a	n/a
2019	Mar 27, 2020	$92.0M	$92.0M	3	3	n/a	n/a
2018	Mar 27, 2019	$77.0M	$77.0M	3	3	n/a	n/a
2017	Mar 23, 2018	$57.1M	$57.1M	3	3	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.4B	$1.2B	14.0%	$545M	36.4%	6	6	0	0

Relationships

Registered with (1)

← MARK JASON LASKINAdvisorregistration: current employment
Sep 17, 2018 to presentfactForm ADV

Controls (2)

← LASKIN, MARK, JASONOwnerCO-MANAGING PARTNER, MANAGING MEMBER, ownership code C, individual
May 30, 2017 to Mar 22, 2024factForm ADV
← OLSEN, BRADLEY, RICHARDOwnerCO-MANAGING PARTNER, MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER, ownership code C, individual
May 30, 2017 to Mar 22, 2024factForm ADV

Dated events

Occurred
Mar 17, 2025
Regulatory AUM changed
Recurrent Investment Advisors Llc reported RAUM $1.2B, up 55% from $782.2M (2024-03-22 to 2025-03-17)
Form ADVobserved 4 days ago
$430M
Occurred
Mar 22, 2024
Regulatory AUM changed
Recurrent Investment Advisors Llc reported RAUM $782.2M, up 44% from $544.7M (2023-03-20 to 2024-03-22)
Form ADVobserved 4 days ago
$238M
Occurred
Mar 20, 2023
Regulatory AUM changed
Recurrent Investment Advisors Llc reported RAUM $544.7M, up 95% from $279.4M (2022-09-09 to 2023-03-20)
Form ADVobserved 4 days ago
$265M
Occurred
Mar 4, 2022
Regulatory AUM changed
Recurrent Investment Advisors Llc reported RAUM $279.4M, up 72% from $162.1M (2021-03-24 to 2022-03-04)
Form ADVobserved 4 days ago
$117M
Occurred
May 30, 2017
First Form ADV filing
Recurrent Investment Advisors Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7132e14e-a624-79df-e857-caa6f61b0e60
First observed: May 30, 2017
Last observed: Aug 13, 2026 37 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

RECURRENT INVESTMENT ADVISORS LLC

CRD 288694

HOUSTON, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:7132e14e-a624-79df-e857-caa6f61b0e60

Data as of Aug 13, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:01 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

MARK JASON LASKIN

Chartered Financial Analyst

HOUSTON, TX

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

LASKIN, MARK, JASON

CO-MANAGING PARTNER, MANAGING MEMBER

yes

05/2017

May 30, 2017

Mar 22, 2024

OLSEN, BRADLEY, RICHARD

CO-MANAGING PARTNER, MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER

yes

05/2017

May 30, 2017

Mar 22, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 4, 2026

$1.4B

n/a

2024

Mar 17, 2025

$1.2B

n/a

2023

Mar 22, 2024

$782M

n/a

2022

Mar 20, 2023

$545M

n/a

2021

Mar 4, 2022

$279M

n/a

2020

Mar 24, 2021

$162M

n/a

2019

Mar 27, 2020

$92.0M

n/a

2018

Mar 27, 2019

$77.0M

n/a

2017

Mar 23, 2018

$57.1M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.4B

$1.2B

14.0%

$545M

36.4%