{
  "crd_number": 117863,
  "slug": "holt-capital-partners-l-p-fort-worth-tx-117863",
  "primary_business_name": "HOLT CAPITAL PARTNERS, L.P.",
  "legal_name": "HOLT CAPITAL ADVISORS, L.L.C.",
  "dbas": [],
  "city": "Fort Worth",
  "state": "TX",
  "country": "United States",
  "cbsa_code": "19100",
  "metro": {
    "cbsa_code": "19100",
    "common_name": "Dallas",
    "msa_name": "Dallas-Fort Worth-Arlington, TX",
    "path": "/advisors/tx/dallas"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2013-06-18",
  "years_registered": 13,
  "period": "2026-10-01",
  "filing_date": "2026-05-27",
  "carried_forward": false,
  "raum_total": 1090446328.0,
  "raum_discretionary": 796727464.0,
  "raum_non_discretionary": 293718864.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 6,
  "advisory_employees": 3,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 81990176.0,
      "count": 13
    },
    "individuals": {
      "raum": 15916741.0,
      "count": 35
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 5410338.0,
      "count": 1
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 954680899.0,
      "count": 90
    },
    "pooled_investment_vehicles": {
      "raum": 28222329.0,
      "count": 1
    },
    "corporations_other_businesses": {
      "raum": 4225845.0,
      "count": 2
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "TX"
  ],
  "websites": [
    "https://holtcap.com",
    "https://holtcio.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/117863",
  "city_as_filed": "FORT WORTH",
  "url": "https://advisorcensus.com/firm/holt-capital-partners-l-p-fort-worth-tx-117863",
  "display_name": "Holt Capital Partners, L.P.",
  "summary": "Holt Capital Partners, L.P. is an SEC-registered investment advisory firm in Fort Worth, TX, registered since 2013, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated May 27, 2026.",
  "citation": "AdvisorCensus. Holt Capital Partners, L.P. (CRD 117863): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Holt Capital Partners, L.P. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Holt Capital Partners, L.P. reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Holt Capital Partners, L.P. located?",
      "a": "Holt Capital Partners, L.P.'s principal office is in Fort Worth, TX, according to its Form ADV."
    },
    {
      "q": "Is Holt Capital Partners, L.P. registered with the SEC or a state?",
      "a": "Holt Capital Partners, L.P. is an SEC-registered investment advisory firm, registered since 2013. Status as filed: Approved. CRD 117863."
    },
    {
      "q": "How much does Holt Capital Partners, L.P. manage?",
      "a": "Holt Capital Partners, L.P. reports $1,090,446,328 in regulatory assets under management in its Form ADV filing dated May 27, 2026 (73% discretionary)."
    },
    {
      "q": "How have Holt Capital Partners, L.P.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for Holt Capital Partners, L.P.: Regulatory assets under management: $703,194,035 in the October 2021 data and $1,090,446,328 in the October 2026 data, up 55%. Total employees: 4 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Holt Capital Partners, L.P. serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (90); individuals (other than high net worth individuals) (35); charitable organizations (13)."
    },
    {
      "q": "Which custodians does Holt Capital Partners, L.P. use?",
      "a": "Holt Capital Partners, L.P.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Plainscapital Bank as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Holt Capital Partners, L.P. report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/117863"
    },
    {
      "q": "What changed in Holt Capital Partners, L.P.'s recent Form ADV filings?",
      "a": "In the June 2026 filing data: Employees performing advisory functions went from 2 to 3. Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 703194035.0,
      "total_employees": 4,
      "filing_date": "2021-03-23"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 861779764.0,
      "total_employees": 4,
      "filing_date": "2022-03-21"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 780024720.0,
      "total_employees": 4,
      "filing_date": "2023-03-24"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 884051795.0,
      "total_employees": 5,
      "filing_date": "2024-03-22"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 1004589162.0,
      "total_employees": 5,
      "filing_date": "2025-03-27"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1090446328.0,
      "total_employees": 6,
      "filing_date": "2026-05-27"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-06-01",
      "period_label": "June 2026",
      "notes": [
        "Employees performing advisory functions went from 2 to 3.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Plainscapital Bank",
      "name_as_filed": "PLAINSCAPITAL BANK",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/holt-capital-partners-l-p-fort-worth-tx-117863.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 35,
      "fewer_than_5": false,
      "raum": 15916741.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 90,
      "fewer_than_5": false,
      "raum": 954680899.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 1,
      "fewer_than_5": false,
      "raum": 28222329.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 1,
      "fewer_than_5": false,
      "raum": 5410338.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 13,
      "fewer_than_5": false,
      "raum": 81990176.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 2,
      "fewer_than_5": false,
      "raum": 4225845.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/117863",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}