Investment adviser · CRD 133705
WATERLOO CAPITAL
Investment adviser filing (IA)
WATERLOO CAPITAL, L.P.
AUSTIN, TX, United States · Form ADV filed Sep 24, 2026
- Regulatory AUM
- $2.26B Form ADV · Item 5.F
- Client accounts
- 7,306 Accounts, not individual clients
- Employees
- 64 Reported in this filing
- Advisory professionals
- 44 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 924 | $1,650,620,791 | 73.0% |
| Individuals | 1,685 | $384,391,143 | 17.0% |
| Retirement plans | 188 | $226,112,437 | 10.0% |
Filing source
Form ADV 2134550 · Sep 24, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 24, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed · Commissions
Principal office
2801 VIA FORTUNA, SUITE 250AUSTIN, TX, 78746, United States
CRD 133705
Filing source
Form ADV 2134550 · Sep 24, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.