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Robert Mackinley Holt, Jr.

Holt Capital Partners, L.P.

Fort Worth, TX

CRD 2131092

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Employer firm

Holt Capital Partners, L.p. CRD 117863

$1.09B regulatory AUM 142 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Holt Capital Partners, L.P.

301 Commerce Street Suite 1430, Fort Worth, TX 76102 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2005-01-13
  • TX RA
    APPROVED
    Since 2005-01-13

Branch Locations

301 Commerce Street Suite 1430, Fort Worth, TX 76102 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Holt Capital Partners, L.P. Fort Worth TX 08/2001 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1993-10-19
  • S65 Uniform Investment Adviser Law Examination
    1993-10-19
Designations
  • Chartered Financial Analyst
Other Names
  • Robert Mackinley Holt

View on SEC IAPD

Nearby Firms

AMERIPRISE FINANCIAL SERVICES, LLC
M2G VENTURES LLC
ACHELION CAPITAL MANAGEMENT, LLC

Nearby Investors

MICHAEL PETER BRUNN
Joseph D'Agostino
RYAN HOLLOWAY COX

Nearby Offices

AMERIPRISE FINANCIAL SERVICES, LLC · Fort Worth, TX
M2G VENTURES LLC · FORT WORTH, TX
ACHELION CAPITAL MANAGEMENT, LLC · FORT WORTH, TX

More in Fort Worth, TX

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