|
⚲
|
| Waterloo Capital LP
✚
|
|
|---|---|
| CRD # | 133705 |
| SEC # | 801-63975 |
| CIK # | |
| AUM | $2.3 B (2026-06-04) |
| Employees | 64 (69% Investors, 3% Brokers) |
| Phone | 512-777-5900 |
| Address | 2801 Via Fortuna Austin, TX 78746 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,685 | 0.4 |
| (b) Individuals (high net worth individuals) | 924 | 1.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 188 | 0.2 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 7,306 | 2.3 |
| By Discretionary | ||
| Discretionary | 6,880 | 2.1 |
| Non-Discretionary | 426 | 0.2 |
| Total | 7,306 | 2.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.3 | |
| Total | 7,306 | 2.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Grant TANI Barash & Altman LLC
✚
|
CA | 2.3 |
|
Moneco Advisors LLC
✚
|
CT | 2.3 |
|
Gateway Wealth Partners LLC
✚
|
WI | 2.3 |
|
Jderek Lewis & Associates Inc
✚
|
CA | 2.3 |
|
YHB Investment Advisors Inc
✚
|
CT | 2.3 |
|
Beaird Harris Wealth Management LLC
✚
|
TX | 2.3 |
|
Focused Wealth Management Inc
✚
|
NY | 2.3 |
|
Emerald Investment Advisers LLC
✚
|
PA | 2.3 |
|
Rather & Kittrell Inc
✚
|
TN | 2.3 |
|
Pacific Income Advisers Inc
✚
|
CA | 2.2 |