HOLT CAPITAL ADVISORS, L.L.C. of FORT WORTH, TX is an SEC-registered investment adviser (CRD 117863). Regulatory assets under management: $1.1B.
Compensation: % of AUM, Hourly.
Clients served: High net worth, Pooled vehicles, Charities, Investment cos.
| Name | Role | Location |
|---|---|---|
| Jr. Robert Holt | CHIEF COMPLIANCE OFFICER AND LIMITED PARTNER; MEMBER | — |
| SIMON PAUL JOSEPH | LIMITED PARTNER; PARTNER | — |
| HOLT ROBERT MACKINLEY | CHIEF COMPLIANCE OFFICER AND LIMITED PARTNER; CHIEF COMPLIANCE OFFICER AND MANAGER; MEMBER | — |
| Charles B Scarbrough | LIMITED PARTNER | — |