Holt Capital Partners, L.P
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Overview
Holt Capital Partners, L.P is a financial advisor firm based in Fort Worth, Texas. The company administers $780.0 million in total assets over 129 customer accounts, placing it among the bigger firms in the nation by assets under management (AUM). Holt Capital Partners, L.P has a small group, including 2 financial advisors. Holt Capital Partners, L.P is not a registered broker-dealer, meaning it is not able to buy and sell securities for its clients' and own accounts and instead is required to go through a broker-dealer firm to do so. Securities are tradable financial investments like bonds, options and equities.
Holt Capital Partners, L.P manages the majority of the firm's accounts in a discretionary manner. Discretionary management signifies that a portfolio manager has the discretion to make transaction judgments without requiring the customer's permission. The company also has four non-discretionary accounts with a total of $217.4 million in assets. The advisory firm's typical account size is $6.0 million. The average advisor at Holt Capital Partners, L.P oversees around 65 client accounts, placing it towards the middle in terms of personalization.
Holt Capital Partners, L.P's central office is located at 301 Commerce Street, Fort Worth, Texas 76102. The company is registered to serve clients in the state of Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Holt Capital Partners, L.P by the Numbers
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$780.0 million
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
4
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
129
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/account-size@2x.png)
$6.0 million
Products and Services
Holt Capital Partners, L.P provides multiple services, which can consist of portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. Holt Capital Partners, L.P is not involved in selling products or offering services apart from investment advisory services to its investment advisory clients.
Core Advisor Services
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Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees for financial advice typically vary depending on which service is offered. Fees charged by the company likely are comprised of the following fee types: asset-based or hourly. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 21% of firms
Hourly
Unavailable
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm works with a broad range of customers. The company caters to retail investors, high net worth investors, pooled investment vehicles, pension plans, charitable organizations and corporations. Out of its 129 customers, Holt Capital Partners, L.P's largest client type is high net worth investors, but it also manages money for 84 high-net-worth individuals. The SEC defines a high-net-worth individual as someone who has at least $750,000 under management or a net worth of more than $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the company's accounts reside abroad.
- High-Net-Worth Individuals* - 65.12%
- Other Individuals - 24.81%
- Corporations - 2.33%
- Charitable Organizations - 7.75%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Holt Capital Partners, L.P does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Holt Capital Partners, L.P
Fort Worth, TX
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