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HOLT CAPITAL PARTNERS, L.P.
Tel: 817-877-1430
301 Commerce Street Suite 1430
Fort Worth, Texas 76102
HOLT CAPITAL PARTNERS, L.P.
HOLT CAPITAL PARTNERS, L.P. is a Fort Worth, Texas based financial advisory firm with nearly $884,051,795 in assets under management and provides investment advisory services for 130 clients. There are currently 5 financial advisors at the firm.
General Information
Advisory Services Provided:
Portfolio management for individuals and/or small businesses , Portfolio management for pooled investment vehicles , Portfolio management for businesses or institutional clients , Selection for other advisors
Fee Structure:
A percentage of AUM, Hourly charges
Firm CRD#:
117863
SEC#:
801-78012
No. of Clients:
130
Assets under Management
$884,051,795
No. of Advisors:
5
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