RIA Intel›Advisers›Texas›WATERLOO CAPITAL, L.P.

WATERLOO CAPITAL, L.P.

Advisory

N·AUSTIN, TX

Data as of Jul 1, 2026 · Source: SEC Form ADV

Total AUM

$2.3B

1-Year AUM Growth

+74.8%

3-Year CAGR

+22.3%

Employees

44

Assets Under Management

Total AUM$2.3B

Discretionary AUM$2.1B

Non-Discretionary AUM$158M

Discretionary %93%

Total Clients2,088

Team

Total Employees44

Investment Advisers64

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record106

First FilingFeb 16, 2005

Latest FilingJul 1, 2026

🔒 Full AUM trend chart and 106 historical filings spanning 21+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on WATERLOO CAPITAL, L.P.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.