HOLT INVESTMENT PARTNERS LLC

Overview

Holt Investment Partners LLC is a small, privately held advisory firm focused on portfolio management for individuals and small businesses. The firm operates on a traditional percentage-of-assets-under-management fee model and does not position itself as an active ESG investor. Its legal structure is a limited liability company owned by an individual, and it maintains an affiliation with an insurance company. Regulatory classification is listed as unclassified and the firm is not identified as a capital allocator, pension consultant, or related adviser. Available information indicates a narrow client focus rather than broad institutional work. The combination of an insurance affiliation and a retail advisory mandate suggests the firm may work with clients whose needs overlap insurance and investment planning, but no specific products or model portfolios are disclosed.

Assets & Accounts

Location & Offices