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HOLT CAPITAL PARTNERS, L.P.
HOLT CAPITAL ADVISORS, L.L.C.
CRD 117863 · SEC 801-78012
301 COMMERCE STREET, SUITE 1430, FORT WORTH, TX, 76102, United States
Phone
817-877-1430
Fax
817-877-1431
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.09B
Discretionary AUM
$796.7M
Team
6 total employees; 3 advisory reps; 142 broker-dealer reps
Clients
—
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-05-27
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 35 | $15.9M |
| High net worth individuals | 90 | $954.7M |
| Pooled investment vehicles | 1 | $28.2M |
| Pension/profit sharing plans | 1 | $5.4M |
| Charitable organizations | 13 | $82.0M |
| Corporations/business entities | 2 | $4.2M |
States served
TX
All web addresses on file
Official SEC filing: View on IAPD