Robert Mackinley Holt, jr.
Investment adviser representative at Holt Capital Partners, L.P.
25 yearsExperience
1 stateRegistered in
CFADesignation
$1.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
25 years in the industry.
- Holt Capital Partners, L.P.Aug 2001 to now
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law1993
State registrations
Registered as an investment adviser representative in 1 state (TX).
Holt Capital Partners, L.P.
Legal name: Holt Capital Advisors, L.L.C.
$1.1BAssets managed
142Clients
1Advisers
13 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2131092
- Firm CRD
- 117863