Holt Capital Partners, L.p.

Holt Capital Advisors, L.L.C., operating as Holt Capital Partners, L.P., is an SEC-registered investment adviser founded in 2001 by Robert M. Holt, Jr. The firm specializes in providing discretionary investment management for high-net-worth families, retirement plans, and charitable organizations. They offer three distinct investment strategies: Active Equity, Active Indexing, and Inflation Hedge, along with a U.S. Treasury - Money Market Fund Alternative strategy. Holt CIO services are also available for multi-asset class portfolios. The firm manages over $1 billion in client assets, with a minimum investment requirement of $1 million for managed accounts and $500,000 for the investment partnership client. Fees are charged based on a percentage of assets managed, ranging from 0.50% to 1.00% annually for managed accounts and 1.00% annually for the investment partnership client. The firm does not charge performance-based fees and does not participate in soft dollar arrangements. Clients may incur additional expenses related to custody, brokerage fees, and investment company fees. Holt Capital Advisors acts as a fiduciary, providing investment discretion to manage client portfolios. The firm conducts quarterly reviews of client accounts and has implemented proxy voting policies. There have been no material changes to the firm since March 22, 2024. The firm has no disciplinary history and maintains financial stability.