WATERLOO CAPITAL, L.P.
DBA: WATERLOO CAPITAL
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $2.26B |
| Discretionary | $2.10B93% of AUM |
| Non-Discretionary | $157.7M |
| Client Accounts | 7,306 |
| Avg Account Size | $309K |
| Employees | 64 |
| Peak AUM | $2.26BMar 2026 |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $2.3B | +34.1% | +44.7% | +24.4% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $2.26B |
| Discretionary | $2.10B |
| Employees | 64 |
| Client Accounts | 7306 |
| Client Range | 251-500 |
Contact & Location
Address
2801 VIA FORTUNA
AUSTIN TX 78746
Phone
512-777-5900
Filing History
124 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed FeesCommissions
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Adviser SelectionPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$2.1B
93.0% of AUM
Non-Discretionary
$158M
7.0% of AUM
Disc. mix ▲ 2.8pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Non-US Client AUM
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Other Registrations
Broker-DealerBanking Institution
Related Entities (Item 7)
Investment Adviser