Recurrence Technologies LLC (Jersey City)

Recurrence Technologies LLC is an adviser based in Jersey City. It has been registered with the SEC as an adviser since 2019.

Recurrence Technologies provides separately managed account. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Recurrence Technologies LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Recurrence Technologies serves?

The only and largest group of clients of Recurrence Technologies is pooled investment vehicles with 1 clients and $0 of assets under management. Among the 2 most similar advisory firms, Recurrence Technologies has the highest percentage of pooled investment vehicles out of all clients.

None of the firm’s clients are foreign persons or businesses.

Recurrence Technologies also advises several private funds.

Careers at Recurrence Technologies LLC

The company employs 5 people that are either part- or full-time employees. 60 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Sudeep Gupta	Ceo/cio	1 Apr 2019	Other	2792867
Ryan Reynolds Dinsmore	Coo/cco	1 Apr 2019	Other	5358505
Mathisys Advisors Llc	Owner	1 Apr 2019	75% - 100%	82-2172190

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Sudeep Gupta	Owner and managing member	1 Jul 2017	50% - 75%	2792867

Based in Jersey City

The principal office where Recurrence Technologies LLC performs its advisory services is located at 111 Town Square Pl., Jersey City, NJ 07310, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 551-256-7380. The normal business hours are 9-5 on Monday - Friday.