Holt Investment Partners LLC

Overview

Holt Investment Partners LLC is structured as a privately held limited liability company that provides portfolio management services targeted at individuals and small businesses. The firm charges clients on a percentage-of-assets-under-management basis and is owned by an individual rather than a corporate or institutional owner. FINTRX flags the adviser as neither a multi-state adviser nor a newly formed adviser; it is not identified as a capital allocator, pension consultant, or related adviser. The firm does not present itself as an active ESG investor. Industry affiliation information shows a relationship with an insurance company, which could reflect distribution or product ties rather than separate investment management lines.

Assets & Accounts

Location & Offices