Waterloo Capital LP

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Assets, Funds, Holdings

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Waterloo Capital LP
CRD #133705
SEC #801-63975
CIK #
AUM $1.3 BB (2024-06-26)
Employees 42 (69% Investors, 19% Brokers)
Phone512-777-5900
Address2700 Via Fortuna
Austin, TX 78746
Source [IAPD] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($MM)
1400112084056028002003201020172025
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
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Valley National Advisers Inc
PA 1.3
WBH Advisory Inc
MD 1.3
Guidestone Advisors LLC
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CornerStone Wealth Group LLC
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CornerStone Capital Inc
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Continuum Advisory LLC
ID 1.3
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