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HOLT CAPITAL PARTNERS, L.P.

Tel: 817-877-1430
301 Commerce Street
Suite 1430
Fort Worth, Texas  76102

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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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