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Building 2HOLT CAPITAL PARTNERS, L.P.

Map pinFORT WORTH, TX
Phone817-877-1430
NotebookSEC #801-78012
Total AUM
$1.1B
Employees
6
Clients
142

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
301 COMMERCE STREET
SUITE 1430
FORT WORTH
TX 76102
United States
Operating Hours
8-5PM CST
Monday - Friday
Phone
817-877-1430

ReceiptFinancials

Total AUM
$1.1B
Accounts
142
Discretionary
$796.7M
Accounts
138
Non-Discretionary
$293.7M
Accounts
4

ContactClients

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Individual Clients
35
AUM
$15.9M
HNW Individual Clients
90
AUM
$954.7M
Pooled Vehicle Clients
1
AUM
$28.2M
Pension/Profit Sharing Plan Clients
1
AUM
$5.4M
Charitable Organization Clients
13
AUM
$82M
Corporation or Business Clients
2
AUM
$4.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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