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WATERLOO CAPITAL
Legal name: WATERLOO CAPITAL, L.P.
CRD 133705File 801-63975
APPROVED
Retail clients
Custody
Filing as of Jul 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$2.26B
Top 25% of cohort (national)
Discretionary AUM
$2.10B
Non-discretionary $157.7M
Clients
2,797
7,306 accounts
Employees
64
Top 25% of cohort in TX
Identity & registration
ADV Item 1- Organization form
- Partnership
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Mar 11, 2005
- Principal office
- 2801 VIA FORTUNA, SUITE 250, AUSTIN, TX, 78746
- Phone
- 512-777-5900
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.26B
- Discretionary AUM
- $2.10B
- Non-discretionary AUM
- $157.7M
- Discretionary accounts
- 6,880
- Non-discretionary accounts
- 426
- Total accounts
- 7,306
- AUM per client
- $808K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 924 | $1.65B |
| Pension and profit sharing plans | 188 | $226.1M |
| Individuals (other than high net worth individuals) | 1,685 | $384.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Commissions
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.