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HOLT CAPITAL ADVISORS, L.L.C., CRD 117863
FORT WORTH, TX
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| ROBERT MACKINLEY HOLT, JR. | Chartered Financial Analyst | FORT WORTH, TX | 21 | 32 | 1 | no |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| EQUILIBRIUM STOCK FUND, L.P. | Other Private Fund | $28.2M | May 27, 2026 | 15 | Apr 24, 2013 | reported | 021-130329 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| HOLT CAPITAL ADVISORS, L.L.C. | GENERAL PARTNER | Na | yes | 09/2001 | May 27, 2026 | May 27, 2026 |
| HOLT, JR., ROBERT, MACKINLEY | CHIEF COMPLIANCE OFFICER AND LIMITED PARTNER | E | yes | 09/2001 | May 27, 2026 | May 27, 2026 |
| SCARBROUGH, CHARLES, B | LIMITED PARTNER | C | yes | 04/2026 | May 27, 2026 | May 27, 2026 |
| HOLT, JR., ROBERT, MACKINLEY | Member | E | yes | 09/2001 | Apr 24, 2013 | Mar 22, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| HOLT CAPITAL PARTNERS, L.P. | n/a | n/a | n/a | Y | no | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 26, 2026 | $1.1B | $797M | 6 | 2 | 0 | 1 | n/a |
| 2024 | Mar 27, 2025 | $1.0B | $725M | 5 | 2 | 0 | 1 | n/a |
| 2023 | Mar 22, 2024 | $884M | $637M | 5 | 2 | 0 | 1 | $20.2M |
| 2022 | Mar 24, 2023 | $780M | $563M | 4 | 2 | 0 | 1 | $17.0M |
| 2021 | Mar 21, 2022 | $862M | $628M | 4 | 2 | 0 | 1 | $21.0M |
| 2020 | Mar 23, 2021 | $703M | $517M | 4 | 2 | 0 | 1 | $16.5M |
| 2019 | Mar 23, 2020 | $621M | $449M | 4 | 3 | 0 | 1 | $14.5M |
| 2018 | Mar 27, 2019 | $521M | $289M | 4 | 3 | 1 | 1 | $11.6M |
| 2017 | Mar 27, 2018 | $546M | $299M | 3 | 2 | 1 | 1 | $11.0M |
| 2016 | Mar 29, 2017 | $471M | $244M | 3 | 2 | n/a | 1 | $9.5M |
| 2015 | Mar 17, 2016 | $255M | $201M | 3 | 1 | n/a | 1 | $8.6M |
| 2014 | Mar 30, 2015 | $278M | $216M | 4 | 4 | n/a | 1 | $9.1M |
| 2013 | Mar 27, 2014 | $168M | $127M | 2 | 2 | n/a | 1 | $8.2M |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 0 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $1.1B | $1.0B | 8.5% | $780M | 11.8% | 6 | 5 | 0 | 0 |