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Holt & Co
Holt & Co is an SEC-registered investment adviser in Fort Worth, TX, registered since 2013. The firm manages $1.1 billion in assets, with $797 million on a...
Holt & Co
Holt & Co is an SEC-registered investment adviser in Fort Worth, TX, registered since 2013. The firm manages $1.1 billion in assets, with $797 million on a discretionary basis. It has 6 employees and 3 investment advisers.
General information
Firm type
Single Family Office
Location
Region
North America
Country
United States
City
Fort Worth
Corporate office
Houston, TX, United States
Additional offices
Calgary, Alberta, Canada
Sector focus
Frequently asked questions
Who runs investment decisions at Holt & Co?
The identity of the investment decision-makers at Holt & Co is not publicly disclosed. As a single-family office, decisions are likely made by a family principal or a small team of trusted advisors.
How does Holt & Co source proprietary deal flow?
Holt & Co's deal-sourcing methods are not publicly documented. Given its offices in Houston and Calgary, the firm may leverage networks in the energy and natural resources sectors.
Is Holt & Co structured as a single family office or does it operate more like a venture firm?
Holt & Co operates as a single-family office, based on its classification and limited public footprint. It is not structured as a venture capital firm and likely focuses on more traditional asset classes.
What investment stages does Holt & Co typically target?
Specific stage targets are not disclosed. The firm's probable focus on energy and real estate suggests a preference for direct investments in mature assets, private credit, and infrastructure projects.
Where does the underlying wealth come from?
The origin of wealth for Holt & Co is not publicly attributed. The dual US-Canada office footprint suggests a possible connection to energy or resource-related wealth.
Does Holt & Co maintain philanthropic structures?
No philanthropic foundations or charitable vehicles associated with Holt & Co are publicly documented.
What is Holt & Co's known posture on co-investments alongside external GPs?
There is no public record of Holt & Co's co-investment activity. Most single-family offices co-invest selectively, but Holt & Co's specific practices are unknown.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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