WATERLOO CAPITAL, L.P.

WATERLOO CAPITAL
AUSTIN, Texas·3 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
3
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.

3 registered advisors
Donald Ralph Simoneaux
AUSTIN, Texas
John Thomas Chatmas
AUSTIN, Texas
Marcy Weston Steward
AUSTIN, Texas
05

Office Locations

AUSTIN, Texas
3 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.