OCIO Intelligence
← Back to Discover
Holt Capital Partners, L.P. logo

Holt Capital Partners, L.P.

FORT WORTH, TX

Form ADV and provider website profile · CRD 117863 · regulatory data as of May 27, 2026

CompareWebsite

This profile compiles reported firm AUM, regulatory account counts, ownership information, and source-linked regulatory records for Holt Capital Partners, L.P.. Firm-wide values may include business beyond OCIO services; review the linked filing before relying on a claim. How to interpret OCIO Intelligence data.

$1.1BReported Firm AUMReported Firm AUMTotal assets under management reported for the registered advisory firm. This may include businesses beyond its OCIO services.
142Total AccountsTotal AccountsTotal regulatory accounts reported in Form ADV Item 5.F. This is not necessarily the number of OCIO mandates or unique clients.
$797MDiscretionary AUMDiscretionary AUMFirm assets reported as discretionary, where the adviser generally has authority to make investment decisions within the client mandate.
$294MNon-discretionary AUMNon-discretionary AUMFirm assets reported as non-discretionary, where the client generally retains final investment decision authority.

Firm Details

Source: OCIO Intelligence record

Registered nameHOLT CAPITAL ADVISORS, L.L.C.

CRD number117863

Firm foundedNot reported

SEC registration dateJun 18, 2013

Employees6

Advisory professionals3

A firm-founded year is shown only when explicitly stated in the current Item 4 brochure text; SEC registration dates are not treated as founding dates.

Contact & Location

301 COMMERCE STREET, SUITE 1430, FORT WORTH, TX, 76102

817-877-1430

https://www.holtcio.com/

LinkedIn not reported

Firm AUM History (USD)

Source: Form ADV
$1.1B

As of May 27, 2026

Client Mix by Firm AUM

Source: Form ADV client records
High-Net-Worth87.5%$955M
Charities7.5%$82M
Other Pooled Vehicles2.6%$28M
Individuals1.5%$16M
Retirement Plans0.5%$5M
Corporations0.4%$4M

Percentages and AUM are shown from the same reported Form ADV client-type records.