Holt Capital Partners, L.P. is an SEC registered investment adviser organized as a limited liability company with a primary office location in Fort Worth, TX. Its latest Form ADV filing, dated March 26, 2026, reports $1.1B in regulatory assets under management, 6 employees, and 142 accounts.
Assets Under Management
$1.1B
Employees
6
Offices
--
Total Clients
142
Primary office
FORT WORTH, TX
301 COMMERCE STREET, SUITE 1430, FORT WORTH, TX, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 63.4% of total clients.
Top client categories% of clientsClients
1
HNWI
63.4%
90
2
Individuals
24.6%
35
3
Charitable
9.2%
13
4
Corporations
1.4%
2
5
Pooled Investment Vehicles
0.7%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.1Bas of March 26, 2026
Discretionary73.1%
$797M
73% of total RAUM73.1%
Non-discretionary26.9%
$294M
27% of total RAUM26.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.1B
Total Accounts142
10Y AUM Change+$620M (+131.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee24:1
10Y Employee Change+3 (+100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.