HOLT CAPITAL ADVISORS, L.L.C.
Legal name: HOLT CAPITAL PARTNERS, L.P.
CRD #117863 SEC #801-78012 FORT WORTH, TX 817-877-1430
SEC Registered Private Funds
Total AUM
$1B
Discretionary
$724.6M
Employees
5
Clients
--
Accounts
138
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Texas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 27, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| HOLT CAPITAL ADVISORS, L.L.C. | DE | GENERAL PARTNER | NA | Control |
| HOLT CAPITAL ADVISORS, L.L.C. | DE | GENERAL PARTNER | NA | Control |
| HOLT CAPITAL ADVISORS, L.L.C. | DE | GENERAL PARTNER | NA | Control |
| HOLT CAPITAL ADVISORS, L.L.C. | DE | GENERAL PARTNER | NA | Control |
| HOLT CAPITAL ADVISORS, L.L.C. | DE | GENERAL PARTNER | NA | Control |
| HOLT CAPITAL ADVISORS, L.L.C. | DE | GENERAL PARTNER | NA | Control |
| HOLT CAPITAL ADVISORS, L.L.C. | DE | GENERAL PARTNER | NA | Control |
| HOLT CAPITAL ADVISORS, L.L.C. | DE | GENERAL PARTNER | NA | Control |
| HOLT CAPITAL ADVISORS, L.L.C. | DE | GENERAL PARTNER | NA | Control |
| HOLT CAPITAL ADVISORS, L.L.C. | DE | GENERAL PARTNER | NA | Control |
| HOLT CAPITAL ADVISORS, L.L.C. | DE | GENERAL PARTNER | NA | Control |
| HOLT CAPITAL ADVISORS, L.L.C. | DE | GENERAL PARTNER | NA | Control |
| HOLT CAPITAL ADVISORS, L.L.C. | DE | GENERAL PARTNER | NA | Control |
| HOLT CAPITAL ADVISORS, L.L.C. | DE | GENERAL PARTNER | NA | Control |
| HOLT CAPITAL ADVISORS, L.L.C. | DE | GENERAL PARTNER | NA | Control |
| HOLT CAPITAL ADVISORS, L.L.C. | DE | GENERAL PARTNER | NA | Control |
| HOLT CAPITAL ADVISORS, L.L.C. | DE | GENERAL PARTNER | NA | Control |
| HOLT CAPITAL ADVISORS, L.L.C. | DE | GENERAL PARTNER | NA | Control |
| HOLT CAPITAL ADVISORS, L.L.C. | DE | GENERAL PARTNER | NA | Control |
| HOLT CAPITAL ADVISORS, L.L.C. | DE | GENERAL PARTNER | NA | Control |
| HOLT CAPITAL ADVISORS, L.L.C. | DE | GENERAL PARTNER | NA | Control |
| SIMON, MICHAEL, JOSEPH | I | PARTNER | NA | |
| SIMON, MICHAEL, JOSEPH | I | LIMITED PARTNER | NA | |
| SIMON, MICHAEL, JOSEPH | I | LIMITED PARTNER | NA | |
| HOLT, JR., ROBERT, MACKINLEY | I | CHIEF COMPLIANCE OFFICER AND LIMITED PARTNER | E | Control |
| HOLT, JR., ROBERT, MACKINLEY | I | CHIEF COMPLIANCE OFFICER AND LIMITED PARTNER | E | Control |
| HOLT, JR., ROBERT, MACKINLEY | I | CHIEF COMPLIANCE OFFICER AND LIMITED PARTNER | E | Control |
| HOLT, JR., ROBERT, MACKINLEY | I | CHIEF COMPLIANCE OFFICER AND LIMITED PARTNER | E | Control |
| HOLT, JR., ROBERT, MACKINLEY | I | CHIEF COMPLIANCE OFFICER AND LIMITED PARTNER | E | Control |
| HOLT, JR., ROBERT, MACKINLEY | I | CHIEF COMPLIANCE OFFICER AND LIMITED PARTNER | E | Control |
| HOLT, JR., ROBERT, MACKINLEY | I | CHIEF COMPLIANCE OFFICER AND LIMITED PARTNER | E | Control |
| HOLT, JR., ROBERT, MACKINLEY | I | CHIEF COMPLIANCE OFFICER AND LIMITED PARTNER | E | Control |
| HOLT, JR., ROBERT, MACKINLEY | I | CHIEF COMPLIANCE OFFICER AND LIMITED PARTNER | E | Control |
| HOLT, JR., ROBERT, MACKINLEY | I | CHIEF COMPLIANCE OFFICER AND LIMITED PARTNER | E | Control |
| HOLT, JR., ROBERT, MACKINLEY | I | CHIEF COMPLIANCE OFFICER AND LIMITED PARTNER | E | Control |
| HOLT, JR., ROBERT, MACKINLEY | I | CHIEF COMPLIANCE OFFICER AND LIMITED PARTNER | E | Control |
| HOLT, JR., ROBERT, MACKINLEY | I | CHIEF COMPLIANCE OFFICER AND LIMITED PARTNER | E | Control |
| HOLT, JR., ROBERT, MACKINLEY | I | CHIEF COMPLIANCE OFFICER AND LIMITED PARTNER | E | Control |
| HOLT, JR., ROBERT, MACKINLEY | I | CHIEF COMPLIANCE OFFICER AND LIMITED PARTNER | E | Control |
| HOLT, JR., ROBERT, MACKINLEY | I | CHIEF COMPLIANCE OFFICER AND LIMITED PARTNER | E | Control |
| HOLT, JR., ROBERT, MACKINLEY | I | CHIEF COMPLIANCE OFFICER AND LIMITED PARTNER | E | Control |
| HOLT, JR., ROBERT, MACKINLEY | I | CHIEF COMPLIANCE OFFICER AND LIMITED PARTNER | E | Control |
| HOLT, JR., ROBERT, MACKINLEY | I | CHIEF COMPLIANCE OFFICER AND LIMITED PARTNER | E | Control |
| HOLT, JR., ROBERT, MACKINLEY | I | CHIEF COMPLIANCE OFFICER AND LIMITED PARTNER | E | Control |
| HOLT, ROBERT, MACKINLEY | I | CHIEF COMPLIANCE OFFICER AND LIMITED PARTNER | E | Control |
| HOLT, ROBERT, MACKINLEY | I | CHIEF COMPLIANCE OFFICER AND MANAGER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| HOLT, JR., ROBERT, MACKINLEY | I | HOLT CAPITAL ADVISORS, L.L.C. | E | Control |
| HOLT, JR., ROBERT, MACKINLEY | I | HOLT CAPITAL ADVISORS, L.L.C. | E | Control |
| HOLT, JR., ROBERT, MACKINLEY | I | HOLT CAPITAL ADVISORS, L.L.C. | E | Control |
| HOLT, JR., ROBERT, MACKINLEY | I | HOLT CAPITAL ADVISORS, L.L.C. | E | Control |
| HOLT, JR., ROBERT, MACKINLEY | I | HOLT CAPITAL ADVISORS, L.L.C. | E | Control |
| HOLT, JR., ROBERT, MACKINLEY | I | HOLT CAPITAL ADVISORS, L.L.C. | E | Control |
| HOLT, JR., ROBERT, MACKINLEY | I | HOLT CAPITAL ADVISORS, L.L.C. | E | Control |
| HOLT, JR., ROBERT, MACKINLEY | I | HOLT CAPITAL ADVISORS, L.L.C. | E | Control |
| HOLT, JR., ROBERT, MACKINLEY | I | HOLT CAPITAL ADVISORS, L.L.C. | E | Control |
| HOLT, JR., ROBERT, MACKINLEY | I | HOLT CAPITAL ADVISORS, L.L.C. | E | Control |
| HOLT, JR., ROBERT, MACKINLEY | I | HOLT CAPITAL ADVISORS, L.L.C. | E | Control |
| HOLT, JR., ROBERT, MACKINLEY | I | HOLT CAPITAL ADVISORS, L.L.C. | E | Control |
| HOLT, JR., ROBERT, MACKINLEY | I | HOLT CAPITAL ADVISORS, L.L.C. | E | Control |
| HOLT, JR., ROBERT, MACKINLEY | I | HOLT CAPITAL ADVISORS, L.L.C. | E | Control |
| HOLT, JR., ROBERT, MACKINLEY | I | HOLT CAPITAL ADVISORS, L.L.C. | E | Control |
| HOLT, JR., ROBERT, MACKINLEY | I | HOLT CAPITAL ADVISORS, L.L.C. | E | Control |
| HOLT, JR., ROBERT, MACKINLEY | I | HOLT CAPITAL ADVISORS, L.L.C. | E | Control |
| HOLT, JR., ROBERT, MACKINLEY | I | HOLT CAPITAL ADVISORS, L.L.C. | E | Control |
| HOLT, JR., ROBERT, MACKINLEY | I | HOLT CAPITAL ADVISORS, L.L.C. | E | Control |
| HOLT, ROBERT, MACKINLEY | I | HOLT CAPITAL ADVISORS, L.L.C. | E | Control |
Registrations
Federal
IA
Mar 27, 2025 REGISTERED
Notice Filings (1)
TX
Address
301 COMMERCE STREETSUITE 1430
FORT WORTH, TX 76102
United States
Phone: 817-877-1430