# HOLT INVESTMENT PARTNERS LLC

HOLT INVESTMENT PARTNERS LLC of NEWPORT BEACH, CA is an SEC-registered investment adviser.

## Registration

- CRD: 339917
- Type: SEC-registered investment adviser
- Location: 302 1/2 MARINE AVE, NEWPORT BEACH, CA, 92662
- Phone: (949) 342-5405
- Latest filing: 2026-06-15
- Clients: 1

## Business model

- Compensation: % of AUM
- Clients served: High net worth

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/339917/brochure
- Similar advisers: https://search.stillhousedata.com/firm/339917/similar
- Related entities: https://search.stillhousedata.com/firm/339917/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/339917

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.