Holt Capital Partners, L.P.

RIASEC Registered

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 registered with the SEC in 2013. The firm serves individual and family clients as well as institutional investors. Its advisory scope includes discretionary and non-discretionary portfolio management for individuals, pooled investment vehicles and businesses or institutions, and the selection of sub-advisers. Holt Capital acts as a capital allocator and serves as sponsor/GP/managing member of pooled vehicles. Compensation is primarily percentage-of-AUM-based with the option of hourly billing. The firm does not identify as an active ESG investor.