Waterloo Capital - Investment Advisers

About Waterloo Capital

Waterloo Capital, L.P. is an investment adviser headquartered in Austin, Texas. The firm is registered with the U.S. Securities and Exchange Commission and operates as a fiduciary, so it is bound to put its clients' interests first. It acts as the registered investment adviser for a group of firms, providing portfolio management, trading, reporting, and administrative support intended to keep operations steady and efficient. Registry data lists regulatory assets under management of $2.26 billion and 64 employees. The firm is one of the investment advisers in the national directory, and its Austin headquarters places it among the investment advisers in Texas.

Key Facts

Assets Under Management

$2.26B

Employees

64

SEC File Number

801-63975