The HOLT CAPITAL PARTNERS, L.P. is a privately held investment adviser that advises $1.09Bn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. HOLT CAPITAL PARTNERS, L.P. is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 55.07% over the last 5-years.
The Group has been registered with the SEC for 13.13 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 301 COMMERCE STREET SUITE 1430, FORT WORTH, TEXAS. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 6 employees comprised of 3 investment and 3 non-investment staff. The total number of Employees increased by 50% over the last 5-years.
Their $1.09Bn in assets advised are owned by 1 private fund, 0 public funds and BDCs and 16 other accounts. Assets of High Net Worth Individuals clients own $954.68mn or 87.55% of Total Assets and Charitable Organizations own $81.99mn or 7.52% of Total Assets.
The Group's top investment strategies include Quantitative Trading, representing 100% of total assets, respectively.
They advise 6 types of clients, top clients are High Net Worth Individuals and Charitable Organizations.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 1 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees.
HOLT CAPITAL PARTNERS, L.P. names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.