Waterloo Capital, L.P.
● SEC registered since 2005CRD 133705SEC# 801-63975Austin, TX
Reg. AUM
$2.26B
Employees
64
Accounts
7,306
Location
Austin, TX
Waterloo Capital, L.P. assets under management
Waterloo Capital, L.P. is an investment advisory firm registered with the SEC based in Austin, TX. The firm has been registered since 2005. It reports $2.3 billion in regulatory assets under management and employs 64 people.
Waterloo Capital, L.P. owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Adam Joseph Rose Control | Coo | Under 5% | 2024 |
| Daniel Charles Degrave | Vp Of Operations And Compliance | Under 5% | 2025 |
| Donald Ralph Simoneaux Control | President | Under 5% | 2023 |
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Join to unlock · $37/moFrequently asked questions
How much does Waterloo Capital, L.P. manage?
Waterloo Capital, L.P. reports $2.3 billion in regulatory assets under management on its Form ADV.
How many employees does Waterloo Capital, L.P. have?
Waterloo Capital, L.P. reports 64 employees.
Where is Waterloo Capital, L.P. located?
Waterloo Capital, L.P. is based in Austin, TX and has been SEC-registered since 2005.
Does Waterloo Capital, L.P. disclose fund performance?
Waterloo Capital, L.P. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2801 Via Fortuna, Suite 250, Austin, TX 78746 |
| Phone | 512-777-5900 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$2.26B▲ 74%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 21%
Larger than 79% of 16,271 advisers
EmployeesTop 10%
More than 90% of 16,825 advisers
Assets under management
$2.26Bregulatory AUM
Discretionary $2.1BNon-discretionary $157.7M