Data / Investment advisers / Texas / Holt Capital Partners, L.P.
Holt Capital Partners, L.P., Fort Worth, TX: $1.1 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Holt Capital Partners, L.P. is an SEC registered investment adviser with its main office in Fort Worth, Texas and reports $1.1 billion in regulatory assets under management in its Form ADV filed May 27, 2026. Its clients include high net worth individuals, charitable organizations and pooled investment vehicles. It is paid through a percentage of assets under management and hourly charges. It advises 1 private fund.
The request: Watch Holt Capital Partners, L.P. (CRD number 117863): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 117863
- SEC file number
- 801-78012
- SEC status
- Approved, effective June 18, 2013
- Legal name
- Holt Capital Advisors, L.L.C.
- Main office
- 301 Commerce Street Suite 1430, Fort Worth, TX 76102
- Phone
- (817) 877-1430
- Website
- holtcap.com
- Regulatory AUM
- $1,090,446,328 in the Form ADV filed May 27, 2026
- Discretionary AUM
- $796,727,464
- Non discretionary AUM
- $293,718,864
- Accounts
- 142
- Employees
- 6, of which 3 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges
- Private funds
- 1: 1 other private fund
- Gross assets of private funds
- $28,222,328
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- May 27, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 90 | $954.7 million |
| Charitable organizations | 13 | $82 million |
| Pooled investment vehicles | 1 | $28.2 million |
| Individuals (other than high net worth individuals) | 35 | $15.9 million |
| Pension and profit sharing plans | 1 | $5.4 million |
| Corporations or other businesses | 2 | $4.2 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $1.09 billion | March 26, 2026 |
| December 1, 2025 | $1.00 billion | March 27, 2025 |
Other advisers in Fort Worth
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Crescent Real Estate LLC | Fort Worth | $5.11 billion | 43 | adviserinfo.sec.gov |
| TPG Re Finance Trust Management, L.P. | Fort Worth | $4.41 billion | Not listed | adviserinfo.sec.gov |
| Tailwind Advisors | Fort Worth | $1.67 billion | 6 | adviserinfo.sec.gov |
| Double Eagle Family Offices, LLC | Fort Worth | $1.40 billion | 9 | adviserinfo.sec.gov |
| Wpwealth LLP | Fort Worth | $1.17 billion | Not listed | adviserinfo.sec.gov |
| Rogers Wealth Group, Inc. | Fort Worth | $1.04 billion | Not listed | adviserinfo.sec.gov |
| Alta Fox Capital Management, LLC | Fort Worth | $821.4 million | 2 | adviserinfo.sec.gov |
| Diesslin Group, Inc. | Fort Worth | $696.3 million | 2 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Fort Worth, TX
- Investment advisers in Texas
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving charitable organizations
- Advisers that manage private funds
- Holt Capital Partners, L.P. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.