​Holt Capital Partners, L.P. is a 100% employee-owned investment management firm based in Fort Worth, Texas. Founded in 2001, the firm serves families and institutions of all sizes, offering portfolio management and advisory services. Led by seasoned investors Robert Holt and Michael Simon, with over 40 and 30 years of experience respectively, Holt Capital Partners employs both Active Indexing and Active Equity Strategies, including an “Inflation Hedge” strategy focused on undervalued publicly traded real assets. Through its Holt CIO platform, the firm acts as the chief investment officer for large, complex multi-manager portfolios of family offices and charitable organizations. As of their latest SEC filings, Holt Capital Partners manages a portfolio valued at approximately $661 million, with holdings in various ETFs and equities.