Single Family OfficeRIA · CRD 117863SEC-RegisteredPrivate Fund Adviser

Updated:

Holt & Co

Holt & Co is a single-family office with offices in Houston and Calgary, managing capital for an undisclosed family.

Holt & Co

Holt & Co is a single-family office headquartered in Houston, Texas, with an additional office in Calgary, Alberta, Canada. The firm's founding year and the identity of its founding principal remain undisclosed. Its wealth origin is not publicly attributed, though the dual US-Canada presence suggests ties to energy or resource wealth. The firm's investment strategy likely spans private equity, real estate, private credit, and infrastructure, with a probable emphasis on energy transition and natural resources. Deal flow sources are unclear but may include proprietary networks in Houston's energy sector and Calgary's oil-and-gas ecosystem. No specific portfolio companies or co-investors have been publicly identified. Total AUM and team size are not published. The firm maintains a lean operational structure, typical of single-family offices, with no known philanthropic or adjacent vehicles disclosed. No recent public activity or operational events are on record. Holt & Co's structural differentiator is its binational presence — operating in both Houston and Calgary — which allows it to access energy and infrastructure deals across North America. The firm's governance and succession structure are not publicly documented.

General information

Firm type

Single Family Office

Year founded

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Houston

Corporate office

Houston, TX, United States

Additional offices

Calgary, Alberta, Canada

Sector focus

Energy Transition & RenewablesReal EstatePrivate CreditInfrastructure

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 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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