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HOLT CAPITAL PARTNERS, L.P.

FORT WORTH, TX · CRD 117863 · IAPD ↗ · holtcap.com · 817-877-1430

$1.09BRegulatory AUM
3Advisory reps
6Employees
142Clients
n/aPlanning clients
1Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

85
April 2025 — HOLT CAPITAL PARTNERS, L.P. crossed $1B in regulatory AUM ($884.1M -> $1.00B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.