Waterloo Capital LP

Search
⚲

Portfolios
Track firms over time with portfolios. Click on the ✚ to add to a portfolio.

Waterloo Capital LP ✚
CRD #	133705
SEC #	801-63975
CIK #
AUM	$720.9 MM (79% Disc, 100% US)
Employees	19 (100% Investors, 21% Brokers)
Phone	512-777-5900
Address	2700 Via Fortuna Austin, TX 78746
Source	IAPD Website Twitter LinkedIn

Total AUM ($BB)

[{"x": 2005.2082191780821, "y": 0.0}, {"x": 2005.2657534246575, "y": 0.0}, {"x": 2005.8164383561643, "y": 0.032}, {"x": 2006.3260273972603, "y": 0.032}, {"x": 2006.9287671232876, "y": 0.032}, {"x": 2007.3260273972603, "y": 0.034098}, {"x": 2008.0191780821917, "y": 0.034098}, {"x": 2008.3123287671233, "y": 0.042488593}, {"x": 2009.2931506849316, "y": 0.028081376}, {"x": 2010.3287671232877, "y": 0.050356911}, {"x": 2011.331506849315, "y": 0.058095188}, {"x": 2012.2082191780821, "y": 0.058095188}, {"x": 2012.3287671232877, "y": 0.102}, {"x": 2012.641095890411, "y": 0.102}, {"x": 2012.6493150684933, "y": 0.102}, {"x": 2012.868493150685, "y": 0.102}, {"x": 2012.8821917808218, "y": 0.102}, {"x": 2012.9095890410958, "y": 0.102}, {"x": 2012.9178082191781, "y": 0.102}, {"x": 2012.9808219178083, "y": 0.102}, {"x": 2013.1287671232876, "y": 0.102}, {"x": 2013.2383561643835, "y": 0.102}, {"x": 2013.323287671233, "y": 0.106}, {"x": 2013.331506849315, "y": 0.106}, {"x": 2013.3945205479451, "y": 0.106}, {"x": 2013.3945205479451, "y": 0.106}, {"x": 2013.841095890411, "y": 0.106}, {"x": 2014.0383561643835, "y": 0.106}, {"x": 2014.3205479452056, "y": 0.166}, {"x": 2015.2767123287672, "y": 0.166}, {"x": 2015.331506849315, "y": 0.182}, {"x": 2015.654794520548, "y": 0.182}, {"x": 2016.3287671232877, "y": 0.161}, {"x": 2017.2219178082191, "y": 0.161}, {"x": 2017.3287671232877, "y": 0.271}, {"x": 2017.7616438356165, "y": 0.271}, {"x": 2018.0904109589042, "y": 0.271}, {"x": 2018.0904109589042, "y": 0.271}, {"x": 2018.3287671232877, "y": 0.281182935}, {"x": 2018.3643835616438, "y": 0.281182935}, {"x": 2018.3643835616438, "y": 0.281182935}, {"x": 2018.3643835616438, "y": 0.281182935}, {"x": 2018.504109589041, "y": 0.281182935}, {"x": 2018.5534246575342, "y": 0.281182935}, {"x": 2018.5698630136985, "y": 0.281182935}, {"x": 2018.5917808219178, "y": 0.281182935}, {"x": 2018.6, "y": 0.281182935}, {"x": 2018.6027397260275, "y": 0.281182935}, {"x": 2018.6054794520549, "y": 0.281182935}, {"x": 2018.676712328767, "y": 0.281182935}, {"x": 2018.849315068493, "y": 0.281182935}, {"x": 2018.9013698630138, "y": 0.281182935}, {"x": 2019.2356164383561, "y": 0.281182935}, {"x": 2019.2410958904109, "y": 0.281182935}, {"x": 2019.304109589041, "y": 0.720873094}, {"x": 2019.4082191780822, "y": 0.720873094}, {"x": 2019.4575342465753, "y": 0.720873094}, {"x": 2019.5013698630137, "y": 0.720873094}, {"x": 2019.5123287671233, "y": 0.720873094}, {"x": 2019.6356164383562, "y": 0.720873094}]

Comparable Firms	State	AUM ($BB)
Mariner Wealth Advisors-Nyc LLC ✚	KS	0.7
Towneley Capital Management Inc ✚	CA	0.7
Nelson Capital Management Inc ✚	CA	0.7
Valuequest/Ta LLC ✚	MA	0.7
VMF Capital LLC ✚	IA	0.7
Olstein Capital Management LP ✚	NY	0.7
Three Peaks Capital Management LLC ✚	CO	0.7
Signet Financial Management LLC ✚	NJ	0.7
CJM Wealth Advisers Ltd ✚	VA	0.7
Hansset Global Advisors Co Ltd ✚		0.7

Waterloo Capital LP

Assets, Funds, Holdings