|
⚲
|
| Waterloo Capital LP
✚
|
|
|---|---|
| CRD # | 133705 |
| SEC # | 801-63975 |
| CIK # | |
| AUM | $1.3 BB (2024-06-26) |
| Employees | 42 (69% Investors, 19% Brokers) |
| Phone | 512-777-5900 |
| Address | 2700 Via Fortuna Austin, TX 78746 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 994 | 221.5 |
| (b) Individuals (high net worth individuals) | 546 | 951.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 110 | 130.3 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 4,480 | 1,302.8 |
| By Discretionary | ||
| Discretionary | 3,208 | 1,199.6 |
| Non-Discretionary | 1,272 | 103.3 |
| Total | 4,480 | 1,302.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,302.8 | |
| Total | 4,480 | 1,302.8 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Rebalance LLC
✚
|
CA | 1.3 |
|
Tanglewood Wealth Management Inc
✚
|
TX | 1.3 |
|
Quattro Financial Advisors LLC
✚
|
TX | 1.3 |
|
MT Asset Management LLC
✚
|
NJ | 1.3 |
|
Valley National Advisers Inc
✚
|
PA | 1.3 |
|
WBH Advisory Inc
✚
|
MD | 1.3 |
|
Guidestone Advisors LLC
✚
|
TX | 1.3 |
|
CornerStone Wealth Group LLC
✚
|
NC | 1.3 |
|
CornerStone Capital Inc
✚
|
CA | 1.3 |
|
Continuum Advisory LLC
✚
|
ID | 1.3 |