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H&
RIA · CRD 117863SEC-RegisteredPrivate Fund Adviser

Updated:

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...

Overview

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

RIA

Location

Region

North America

Country

United States

City

Fort Worth

Corporate office

Houston, TX, United States

Additional offices

Calgary, Alberta, Canada

Sector focus

Energy Transition & RenewablesReal EstatePrivate CreditInfrastructure

Frequently asked questions

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.

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