HOLT INVESTMENT PARTNERS LLC

HOLT INVESTMENT PARTNERS LLC of NEWPORT BEACH, CA is an SEC-registered investment adviser (CRD 339917).

Registration

• CRD: 339917
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 339917 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search