Holt Capital Partners, LP

Holt Capital Partners, LP (CRD# 117863) is a financial advisory firm headquartered in Fort Worth, TX. They manage $884,051,795 in 130 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
301 Commerce Street, Suite 1430, Fort Worth, TX 76102
https://www.holtcap.com
By the Numbers
  • Total Assets Under Management
    884
    MILLION
  • Total Number of Accounts
    130
    ACCOUNTS
  • Average Account Value
    $6,800,398
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • 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)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Holt Capital Partners, LP
Showing 1 - 1 of 1 top financial advisors.
1
Robert Holt, Jr., financial advisor Fort Worth TX
Robert M. Holt, Jr.
CRD#: 2131092
301 Commerce Street, Suite 1430, Fort Worth, TX 76102

Robert Holt, Jr. (CRD# 2131092) is an Investment Advisor Representative working at Holt Capital Partners, LP in Fort Worth, TX and has over 30 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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