Holt Capital Partners, L.P.

Holt Capital Partners provides discretionary investment management and Chief Investment Officer services to individuals, high-net-worth families, retirement plans, charitable organizations and other entities through separately managed accounts. The firm also serves as general partner and investment manager to a private pooled investment vehicle, offering fund-level management in addition to account-level services.

The firm implements three primary strategies—Active Equity, Active Indexing and an Inflation Hedge—along with a short-duration Treasury/money-market alternative, combining fundamental research with quantitative screening and the use of low-cost exchange-traded funds for tax-efficient exposures. The Inflation Hedge mandate emphasizes concentrated positions in asset-rich companies (including real estate, timberland and energy-related holdings), while Active Indexing applies factor-aware ETF overlays to capture diversified market exposure.

What distinguishes the firm from many peers is its role as a private fund adviser and fund sponsor (it acts as general partner to Equilibrium Stock Fund, L.P.), and the operational arrangements that accompany that role, including custody oversight, audited annual financials and an audit/administration charge to the partnership. The firm also reports over $1 billion in assets under management, a scale that produces a comparatively high AUM-per-advisor profile for firms in its peer group.