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HOLT CAPITAL PARTNERS, L.P.
301 Commerce Street
Suite 1430
Fort Worth, Texas 76102
Tel: 817-877-1430
About HOLT CAPITAL PARTNERS, L.P.
HOLT CAPITAL PARTNERS, LP, formally registered with the SEC as HOLT CAPITAL PARTNERS, LP. The firm was established in 06/18/2013. They have over 1 offices throughout the country.
HOLT CAPITAL PARTNERS, L.P. is a Fort Worth, Texas based Financial Planning firm with nearly $884,051,795 assets under management, offering retirement planning & investment advisory services to 130 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 117863 |
| SEC# | 801-78012 |
| Assets Managed by Firm | $884,051,795 |
| No. of Clients | 130 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 130 | $884,051,795 |
| Individuals (other than high net worth individuals) | 31 | $11,550,410 |
| High net worth individuals | 86 | $781,637,097 |
| Pension and profit sharing plans | 1 | $4,060,682 |
| Charitable organizations | 9 | $63,789,410 |
| Corporations or other businesses | 2 | $2,792,600 |
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