| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Equilibrium Stock Fund, L.P. | Other Private | $24.7M | $500K |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Holt Capital Advisors, L.L.C. Control | General Partner | Under 5% | 2001 |
| Jr. Robert MacKinley Holt Control | Chief Compliance Officer And Limited Partner | Over 75% | 2001 |
| Jr. Robert MacKinley Holt Control | Member | Over 75% | 2001 |
Holt Capital Advisors, L.L.C. reports $1 billion in regulatory assets under management on its Form ADV.
Holt Capital Advisors, L.L.C. manages 1 private funds with combined gross assets of $24.7 million.
Holt Capital Advisors, L.L.C. reports 5 employees.
Holt Capital Advisors, L.L.C. is based in Fort Worth, TX and has been SEC-registered since 2013.
Holt Capital Advisors, L.L.C. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 301 Commerce Street, Suite 1430, Fort Worth, TX 76102 |
| Phone | 817-877-1430 |
| Fax | 817-877-1431 |
| Office hours | 8-5p.m. Cst |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
| Discretionary | $724.6M |
| Non-discretionary | $280M |
| Total (RAUM) | $1B |