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Holt Capital Partners, L.P.
Fort Worth, Texas
Holt Capital Partners, L.P. is a small investment advisory firm based out of Fort Worth, TX, with one office. With a team of four dedicated professionals, including two experienced investment advisors, they provide exceptional financial guidance to their clients. Known for their expertise and commitment, Holt Capital Partners, L.P. manages an impressive average of approximately $390,010,000 in assets per investment advisor, surpassing industry standards.
As a client-focused firm, Holt Capital Partners, L.P. offers a diverse compensation structure to suit individual needs. They employ various methods, including a percentage of ass...see more
Assets Under Mgmt
$780.02M
Investment Professionals
2
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
Services Provided Section
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Reviews for Holt Capital Partners, L.P.
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