HOLT CAPITAL PARTNERS, L.P.

RIASEC RegisteredEst. 2013

Total AUM

$1.1B

Discretionary

$797M

73% of AUM

Avg account

$7.7M

Accounts

142

Employees

Advisory reps

Firm details

Headquarters: FORT WORTH, Texas
CRD number: 117863
Registered since: June 18, 2013
Website: www.holtcap.com
Custodians: CHARLES SCHWAB & CO., INC., PLAINSCAPITAL BANK
Fee structure: Percentage of AUM, Hourly Charges
Client types: HNWI87.55%
Charitable Organizations7.52%
Pooled Investment Vehicles2.59%
Individuals1.46%
Pension & Profit Sharing Plans0.5%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Holt Capital Partners, L.P. is an independent registered investment adviser organized as a limited liability company and active since 2013. The firm describes itself as a capital allocator serving both individual/family and institutional clients. Its advisory services include discretionary and non‑discretionary portfolio management for individuals, small businesses, pooled investment vehicles and institutions, and it also acts as a selector of third‑party managers. Fee arrangements combine a percentage of assets under management with hourly billing. Holt is not positioned as an ESG investor and is not registered as a multi‑state or pension consultant adviser. Holt also participates on the sponsor/GP side: the firm lists roles as sponsor, general partner and managing member of pooled investment vehicles, signaling direct involvement in structuring or operating private vehicles in addition to allocating to external managers.