Holt Capital Partners, LP
Holt Capital Partners, LP (CRD# 117863) is a financial advisory firm headquartered in Fort Worth, TX. They manage $470,623,189 in 91 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management471MILLION
Total Number of Accounts91ACCOUNTS
Average Account Value$5,171,683
- A percentage of assets under your management
- Hourly charges
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
Robert Holt, Jr. (CRD# 2131092) is an Investment Advisor Representative working at Holt Capital Partners, LP in Fort Worth, TX and has over 24 years of experience in the finance industry.