WATERLOO CAPITAL, L.P.

WATERLOO CAPITAL
AUSTIN, Texas·7 registered advisors·CRD# 133705
SEC# 801-639757512-777-5900
01

Firm Overview

AUM
$1.3B
Regulatory assets under management
Employees
42
Total firm employees
Advisors
7
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
03

Specialties

Financial PlanningInvestment Management
04

Advisors at WATERLOO CAPITAL, L.P.

7 registered advisors
Adam Joseph Rose
AUSTIN, Texas
Burke Edwards
AUSTIN, Texas
Donald Ralph Simoneaux
AUSTIN, Texas
Gerald Hickson
AUSTIN, Texas
John Thomas Chatmas
AUSTIN, Texas
Marcy Weston Steward
AUSTIN, Texas
Tricia Teegardin
AUSTIN, Texas
05

Office Locations

AUSTIN, Texas
7 advisors

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Data sourced from SEC Form ADV filings. WATERLOO CAPITAL, L.P. (CRD# 133705) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.