HOLT & SHAPARD CAPITAL MANAGEMENT, L.L.C.
CRD #119326 SEC #801-60957 ST. LOUIS, MO 314/367-6300
SEC Registered
Total AUM
$20.7M
Discretionary
$20.7M
Employees
1
Clients
0
Accounts
224
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Missouri
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 10, 2012
- Branch Offices
- --
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, WISTAR, WHITE | I | MANAGING MEMBER | D | Control |
| HOLT, WISTAR, WHITE | I | MANAGING MEMBER | D | Control |
| HOLT, WISTAR, WHITE | I | MANAGING MEMBER | D | Control |
| HOLT, WISTAR, WHITE | I | MANAGING MEMBER | D | Control |
| HOLT, WISTAR, WHITE | I | MANAGING MEMBER | D | Control |
| HOLT, WISTAR, WHITE | I | PORTFOLIO MANAGER/MANAGING MEMBER | D | Control |
| HOLT, WISTAR, WHITE | I | MANAGING MEMBER | D | Control |
| HOLT, WISTAR, WHITE | I | MANAGING MEMBER | D | Control |
| HOLT, WISTAR, WHITE | I | PORTFOLIO MANAGER/MANAGING MEMBER | D | Control |
| HOLT, WISTAR, WHITE | I | PORTFOLIO MANAGER/MANAGING MEMBER | D | Control |
| HOLT, WISTAR, WHITE | I | PORTFOLIO MANAGER/MANAGING MEMBER | D | Control |
| HOLT, WISTAR, WHITE | I | PORTFOLIO MANAGER/MANAGING MEMBER | D | Control |
| HOLT, WISTAR, WHITE | I | PORTFOLIO MANAGER/MANAGING MEMBER | D | Control |
| HOLT, WISTAR, WHITE | I | PORTFOLIO MANAGER/MANAGING MEMBER | D | Control |
| SHAPARD, CHARLES, B. | I | CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | D | Control |
| SHAPARD, CHARLES, B. | I | MANAGING MEMBER/CCO | D | Control |
| SHAPARD, CHARLES, B. | I | MANAGING MEMBER/CCO | D | Control |
| SHAPARD, CHARLES, B. | I | CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | D | Control |
| SHAPARD, CHARLES, B. | I | CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | D | Control |
| SHAPARD, CHARLES, B. | I | CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | D | Control |
| SHAPARD, CHARLES, B. | I | MANAGING MEMBER | D | Control |
| SHAPARD, CHARLES, B. | I | MANAGING MEMBER | D | Control |
| SHAPARD, CHARLES, B. | I | CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | D | Control |
| SHAPARD, CHARLES, B. | I | CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | D | Control |
| SHAPARD, CHARLES, B. | I | CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | D | Control |
| SHAPARD, CHARLES, B. | I | CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | D | Control |
| SHAPARD, CHARLES, B. | I | CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | D | Control |
| SHAPARD, CHARLES, B. | I | CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | D | Control |
Registrations
Federal
IA
May 10, 2012 REGISTERED
Notice Filings (6)
AL CA GA IL MO TX
Address
212 N. KINGSHIGHWAY BLVD. 1027ST. LOUIS, MO 63108
United States
Phone: 314/367-6300