Chief Compliance Officer and Limited Partner · Holt Capital Partners, L.P.
Jr. R. M. Holt
CRD 2131092 · Named on Form ADV at one SEC-registered adviser
At a glance
Holt Capital Partners, L.P., an SEC-registered wealth manager based in Fort Worth, TX with $1.1 billion in regulatory assets, lists Jr. R. M. Holt on its Form ADV as Chief Compliance Officer and Limited Partner, a control person.
Firms and roles
- Holt Capital Partners, L.P.Chief Compliance Officer and Limited PartnerWealth manager · Fort Worth, TX · $1.1B in regulatory assets
AtlasMembers
Jr.’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Charles B ScarbroughLimited Partner, Holt Capital Partners, L.P.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jr.’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.