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 and capital allocator that began SEC registration in 2013. The firm serves both individual/family and institutional clients and provides portfolio management across separately managed accounts, pooled investment vehicles and institutional/business mandates. Its advisory services include selection of third‑party managers and sponsorship or general partner roles in pooled vehicles. Fee arrangements combine a percentage of assets under management with hourly billing. Holt Capital does not identify as an active ESG investor and is not registered as a multi‑state adviser.