# Recurring Capital Management Company, LLC

> Recurring Capital Management Company, LLC is an SEC-registered investment advisory firm in Austin, TX, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 26, 2026.

- CRD: 285114
- Filed as: RECURRING CAPITAL MANAGEMENT COMPANY, LLC
- Also doing business as: RECURRING CAPITAL PARTNERS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Austin, TX
- Filing period: October 2026
- Form ADV filing dated: August 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/285114
- AdvisorCensus page: https://advisorcensus.com/firm/recurring-capital-management-company-llc-austin-tx-285114

## Quick answers

**How is Recurring Capital Management Company, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Recurring Capital Management Company, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Recurring Capital Management Company, LLC located?**
Recurring Capital Management Company, LLC's principal office is in Austin, TX, according to its Form ADV; the September 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Recurring Capital Management Company, LLC registered with the SEC or a state?**
Recurring Capital Management Company, LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 285114.

**How much does Recurring Capital Management Company, LLC manage?**
Recurring Capital Management Company, LLC reports $250,439,072 in regulatory assets under management in its Form ADV filing dated August 26, 2026 (100% discretionary).

**How have Recurring Capital Management Company, LLC's assets and staff changed since 2021?**
In the Form ADV data for Recurring Capital Management Company, LLC: Regulatory assets under management: $157,805,613 in the October 2023 data and $250,439,072 in the October 2026 data, up 59%. Total employees: 6 in October 2023 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Recurring Capital Management Company, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (9).

**Does Recurring Capital Management Company, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/285114

**What changed in Recurring Capital Management Company, LLC's recent Form ADV filings?**
In the September 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $250,439,072
- Discretionary: $250,439,072
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 9 | $250,439,072 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2023 (3 years)
- Employees: 6 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- Mount Pleasant, SC

### Websites listed on Form ADV (Item 1.I)
- [recurring.capital](https://recurring.capital)
- LinkedIn @recurring-capital-partners

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | Not reported | Not reported | March 15, 2021 |
| October 2022 | Not reported | Not reported | March 22, 2022 |
| October 2023 | $157,805,613 | 6 | June 30, 2023 |
| October 2024 | $218,072,345 | 7 | May 2, 2024 |
| October 2025 | $193,577,624 | 7 | April 29, 2025 |
| October 2026 | $250,439,072 | 6 | August 26, 2026 |

Regulatory assets under management: $157,805,613 in the October 2023 data and $250,439,072 in the October 2026 data, up 59%.
Total employees: 6 in October 2023 and 6 in October 2026.

## Changes in the filing (last 12 months)

### September 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Employees performing advisory functions went from 7 to 6.
- Regulatory assets under management went from $193,577,624 to $250,439,072 (+29%).
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Recurring Capital Management Company, LLC (CRD 285114): Form ADV filing data as of October 2026.