HOLT Capital Partners, L.P.
SEC RegisteredAbout the firm
Holt Capital Partners, LP ("HCP") is a 100% employee-owned investment management firm serving families and institutions of all sizes. HCP manages investment portfolios using both Active Indexing and Active Equity Strategies, including an "Inflation Hedge" strategy focused on undervalued publicly-traded real assets. Through Holt CIO, HCP acts as the chief investment officer for the large and complex multi-manager portfolios of family offices and charitable organizations.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
The firm manages investment portfolios utilizing three distinct strategies: Equity (identifying large and mid-cap stocks across the growth and value spectrum), Active Indexing (a cost-efficient asset allocation strategy focused on low-cost, tax-efficient index securities), and Inflation Hedge (a concentrated portfolio of publicly traded securities with significant ownership in real estate, timberland, oil and gas reserves, and other hard assets). The firm also acts as chief investment officer for large and complex multi-manager portfolios. All strategies are available as separately managed portfolios.
Who they serve
Families and institutions of all sizes, family offices, and charitable organizations.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 35 | $16M |
| High Net Worth Individuals | 90 | $955M |
| Investment Companies | 0 | — |
| Pension/Profit Sharing Plans | 1 | $28M |
| Charitable Organizations | 1 | $5.4M |
| State/Municipal Entities | 13 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
142 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Active Indexing (Core Equity, Dividend Focused Equity, SMid Cap Equity, Fixed Income) - Tier 1 | 0.50% |
| Active Indexing (Core Equity, Dividend Focused Equity, SMid Cap Equity, Fixed Income) - Tier 2 | 0.38% |
| Active Indexing (Core Equity, Dividend Focused Equity, SMid Cap Equity, Fixed Income) - Tier 3 | 0.25% |
| Inflation Hedge - Tier 1 | 1.00% |
| Inflation Hedge - Tier 2 | 0.75% |
| Inflation Hedge - Tier 3 | 0.50% |
| Active Equity - Tier 1 | 1.00% |
| Active Equity - Tier 2 | 0.75% |
| Active Equity - Tier 3 | 0.50% |
| Short Term U.S. Treasuries | 0.25% |
| Equilibrium Stock Fund LP - Tier 1 | 1.00% |
| Equilibrium Stock Fund LP - Tier 2 | 0.50% |
| Holt CIO - Tier 1 | 0.25% |
| Holt CIO - Tier 2 | 0.20% |
Data as of March 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. HOLT Capital Partners, L.P. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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