WATERLOO CAPITAL, L.P.
Legal name: WATERLOO CAPITAL
CRD #133705 SEC #801-63975 AUSTIN, TX 512-777-5900
SEC Registered Broker-Dealer
Total AUM
$1.7B
Discretionary
$1.5B
Employees
54
Clients
251
Accounts
6,775
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $1.7B | $1.5B | $164.8M | 54 | 0 |
| Nov 2025 | $1.7B | $1.5B | $164.8M | 54 | 0 |
| Sep 2025 | $1.7B | $1.5B | $164.8M | 54 | 0 |
| Aug 2025 | $1.7B | $1.5B | $164.8M | 54 | 0 |
| Jul 2025 | $1.7B | $1.5B | $164.8M | 54 | 0 |
| Mar 2025 | $1.7B | $1.5B | $164.8M | 54 | 0 |
| Jan 2025 | $1.3B | $1.2B | $103.3M | 42 | 0 |
| Nov 2024 | $1.3B | $1.2B | $103.3M | 42 | 0 |
| Nov 2024 | $1.3B | $1.2B | $103.3M | 42 | 0 |
| Oct 2024 | $1.3B | $1.2B | $103.3M | 42 | 0 |
| Jun 2024 | $1.3B | $1.2B | $103.3M | 42 | 0 |
| May 2024 | $1.3B | $1.2B | $103.3M | 42 | 0 |
| May 2024 | $1.3B | $1.2B | $103.3M | 42 | 0 |
| Apr 2024 | $1.3B | $1.2B | $103.3M | 42 | 0 |
| Feb 2024 | $1.3B | $1.2B | $103.3M | 42 | 0 |
| Feb 2024 | $1.3B | $1.2B | $103.3M | 42 | 0 |
| Jan 2024 | $745.5M | $618.5M | $127M | 24 | 0 |
| Nov 2023 | $745.5M | $618.5M | $127M | 24 | 0 |
| Nov 2023 | $745.5M | $618.5M | $127M | 24 | 0 |
| Oct 2023 | $745.5M | $618.5M | $127M | 24 | 0 |
| Oct 2023 | $745.5M | $618.5M | $127M | 24 | 0 |
| Oct 2023 | $745.5M | $618.5M | $127M | 24 | 0 |
| Oct 2023 | $745.5M | $618.5M | $127M | 24 | 0 |
| Sep 2023 | $745.5M | $618.5M | $127M | 24 | 0 |
| Sep 2023 | $745.5M | $618.5M | $127M | 24 | 0 |
| Sep 2023 | $745.5M | $618.5M | $127M | 24 | 0 |
| Aug 2023 | $745.5M | $618.5M | $127M | 24 | 0 |
| Jul 2023 | $745.5M | $618.5M | $127M | 24 | 0 |
| Jun 2023 | $745.5M | $618.5M | $127M | 24 | 0 |
| Jun 2023 | $745.5M | $618.5M | $127M | 24 | 0 |
| Jun 2023 | $745.5M | $618.5M | $127M | 24 | 0 |
| Jun 2023 | $745.5M | $618.5M | $127M | 24 | 0 |
| Mar 2023 | $745.5M | $618.5M | $127M | 24 | 0 |
| Feb 2023 | $745.5M | $618.5M | $127M | 24 | 0 |
| Oct 2022 | $798.4M | $593M | $205.5M | 24 | 0 |
| Sep 2022 | $798.4M | $593M | $205.5M | 24 | 0 |
| Aug 2022 | $798.4M | $593M | $205.5M | 24 | 0 |
| Aug 2022 | $798.4M | $593M | $205.5M | 24 | 0 |
| Jul 2022 | $798.4M | $593M | $205.5M | 24 | 0 |
| Jun 2022 | $798.4M | $593M | $205.5M | 24 | 0 |
| Jun 2022 | $798.4M | $593M | $205.5M | 24 | 0 |
| Apr 2022 | $798.4M | $593M | $205.5M | 24 | 0 |
| Mar 2022 | $798.4M | $593M | $205.5M | 24 | 0 |
| Jan 2022 | $719.2M | $530.1M | $189.1M | 22 | 0 |
| Dec 2021 | $719.2M | $530.1M | $189.1M | 22 | 0 |
| Mar 2021 | $719.2M | $530.1M | $189.1M | 22 | 0 |
| Mar 2021 | $719.2M | $530.1M | $189.1M | 22 | 0 |
| Jan 2021 | $729.5M | $629.2M | $100.3M | 21 | 0 |
| Dec 2020 | $729.5M | $629.2M | $100.3M | 21 | 0 |
| Dec 2020 | $729.5M | $629.2M | $100.3M | 21 | 0 |
| Nov 2020 | $729.5M | $629.2M | $100.3M | 21 | 0 |
| Sep 2020 | $729.5M | $629.2M | $100.3M | 21 | 0 |
| Jun 2020 | $729.5M | $629.2M | $100.3M | 21 | 0 |
| May 2020 | $729.5M | $629.2M | $100.3M | 21 | 0 |
| May 2020 | $729.5M | $629.2M | $100.3M | 21 | 0 |
| Mar 2020 | $729.5M | $629.2M | $100.3M | 21 | 0 |
| Dec 2019 | $720.9M | $570.9M | $149.9M | 19 | 0 |
| Nov 2019 | $720.9M | $570.9M | $149.9M | 19 | 0 |
| Jul 2019 | $720.9M | $570.9M | $149.9M | 19 | 0 |
| Jun 2019 | $720.9M | $570.9M | $149.9M | 19 | 0 |
| Jun 2019 | $720.9M | $570.9M | $149.9M | 19 | 0 |
| May 2019 | $720.9M | $570.9M | $149.9M | 19 | 0 |
| Apr 2019 | $720.9M | $570.9M | $149.9M | 19 | 0 |
| Mar 2019 | $720.9M | $570.9M | $149.9M | 19 | 0 |
| Feb 2019 | $281.2M | $234.5M | $46.7M | 6 | 0 |
| Feb 2019 | $281.2M | $234.5M | $46.7M | 6 | 0 |
| Oct 2018 | $281.2M | $234.5M | $46.7M | 6 | 0 |
| Oct 2018 | $281.2M | $234.5M | $46.7M | 6 | 0 |
| Aug 2018 | $281.2M | $234.5M | $46.7M | 6 | 0 |
| Jul 2018 | $281.2M | $234.5M | $46.7M | 6 | 0 |
| Jul 2018 | $281.2M | $234.5M | $46.7M | 6 | 0 |
| Jul 2018 | $281.2M | $234.5M | $46.7M | 6 | 0 |
| Jul 2018 | $281.2M | $234.5M | $46.7M | 6 | 0 |
| Jun 2018 | $281.2M | $234.5M | $46.7M | 6 | 0 |
| Jun 2018 | $281.2M | $234.5M | $46.7M | 6 | 0 |
| Jun 2018 | $281.2M | $234.5M | $46.7M | 6 | 0 |
| Apr 2018 | $281.2M | $234.5M | $46.7M | 6 | 0 |
| Mar 2018 | $281.2M | $234.5M | $46.7M | 6 | 0 |
| Jan 2018 | $271M | $211M | $60M | 6 | 0 |
| Sep 2017 | $271M | $211M | $60M | 6 | 200 |
| Mar 2017 | $271M | $211M | $60M | 6 | 200 |
| Feb 2017 | $161M | $107M | $54M | 4 | 26 |
| Mar 2016 | $161M | $107M | $54M | 4 | 26 |
| Jul 2015 | $182M | $103M | $79M | 5 | 26 |
| Mar 2015 | $182M | $103M | $79M | 5 | 26 |
| Mar 2015 | $166M | $93M | $73M | 5 | 26 |
| Mar 2014 | $166M | $93M | $73M | 5 | 26 |
| Dec 2013 | $106M | $84M | $22M | 6 | 26 |
| Oct 2013 | $106M | $84M | $22M | 6 | 26 |
| Apr 2013 | $106M | $84M | $22M | 6 | 26 |
| Apr 2013 | $106M | $84M | $22M | 6 | 26 |
| Mar 2013 | $106M | $84M | $22M | 6 | 26 |
| Feb 2013 | $102M | $102M | $0 | 6 | 26 |
| Jan 2013 | $102M | $102M | $0 | 6 | 26 |
| Nov 2012 | $102M | $102M | $0 | 6 | 26 |
| Nov 2012 | $102M | $102M | $0 | 6 | 26 |
| Nov 2012 | $102M | $102M | $0 | 6 | 26 |
| Oct 2012 | $102M | $102M | $0 | 1 | 26 |
| Oct 2012 | $102M | $102M | $0 | 1 | 26 |
| Jul 2012 | $102M | $102M | $0 | 1 | 26 |
| Jul 2012 | $102M | $102M | $0 | 1 | 26 |
| Mar 2012 | $102M | $102M | $0 | 1 | 26 |
| Feb 2012 | $58.1M | $34.7M | $23.4M | 1 | 26 |
| Mar 2011 | $58.1M | $34.7M | $23.4M | 5 | -- |
| Mar 2008 | $42.5M | $0 | $42.5M | 5 | -- |
| Dec 2007 | $34.1M | $0 | $34.1M | 5 | -- |
| Mar 2007 | $34.1M | $0 | $34.1M | 5 | -- |
| Mar 2006 | $32M | $0 | $32M | 5 | -- |
| Sep 2005 | $32M | $0 | $32M | 5 | -- |
DateDec 2025
Total AUM$1.7B
Discretionary$1.5B
Non-Disc.$164.8M
Employees54
Clients0
DateNov 2025
Total AUM$1.7B
Discretionary$1.5B
Non-Disc.$164.8M
Employees54
Clients0
DateSep 2025
Total AUM$1.7B
Discretionary$1.5B
Non-Disc.$164.8M
Employees54
Clients0
DateAug 2025
Total AUM$1.7B
Discretionary$1.5B
Non-Disc.$164.8M
Employees54
Clients0
DateJul 2025
Total AUM$1.7B
Discretionary$1.5B
Non-Disc.$164.8M
Employees54
Clients0
DateMar 2025
Total AUM$1.7B
Discretionary$1.5B
Non-Disc.$164.8M
Employees54
Clients0
DateJan 2025
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$103.3M
Employees42
Clients0
DateNov 2024
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$103.3M
Employees42
Clients0
DateNov 2024
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$103.3M
Employees42
Clients0
DateOct 2024
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$103.3M
Employees42
Clients0
DateJun 2024
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$103.3M
Employees42
Clients0
DateMay 2024
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$103.3M
Employees42
Clients0
DateMay 2024
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$103.3M
Employees42
Clients0
DateApr 2024
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$103.3M
Employees42
Clients0
DateFeb 2024
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$103.3M
Employees42
Clients0
DateFeb 2024
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$103.3M
Employees42
Clients0
DateJan 2024
Total AUM$745.5M
Discretionary$618.5M
Non-Disc.$127M
Employees24
Clients0
DateNov 2023
Total AUM$745.5M
Discretionary$618.5M
Non-Disc.$127M
Employees24
Clients0
DateNov 2023
Total AUM$745.5M
Discretionary$618.5M
Non-Disc.$127M
Employees24
Clients0
DateOct 2023
Total AUM$745.5M
Discretionary$618.5M
Non-Disc.$127M
Employees24
Clients0
DateOct 2023
Total AUM$745.5M
Discretionary$618.5M
Non-Disc.$127M
Employees24
Clients0
DateOct 2023
Total AUM$745.5M
Discretionary$618.5M
Non-Disc.$127M
Employees24
Clients0
DateOct 2023
Total AUM$745.5M
Discretionary$618.5M
Non-Disc.$127M
Employees24
Clients0
DateSep 2023
Total AUM$745.5M
Discretionary$618.5M
Non-Disc.$127M
Employees24
Clients0
DateSep 2023
Total AUM$745.5M
Discretionary$618.5M
Non-Disc.$127M
Employees24
Clients0
DateSep 2023
Total AUM$745.5M
Discretionary$618.5M
Non-Disc.$127M
Employees24
Clients0
DateAug 2023
Total AUM$745.5M
Discretionary$618.5M
Non-Disc.$127M
Employees24
Clients0
DateJul 2023
Total AUM$745.5M
Discretionary$618.5M
Non-Disc.$127M
Employees24
Clients0
DateJun 2023
Total AUM$745.5M
Discretionary$618.5M
Non-Disc.$127M
Employees24
Clients0
DateJun 2023
Total AUM$745.5M
Discretionary$618.5M
Non-Disc.$127M
Employees24
Clients0
DateJun 2023
Total AUM$745.5M
Discretionary$618.5M
Non-Disc.$127M
Employees24
Clients0
DateJun 2023
Total AUM$745.5M
Discretionary$618.5M
Non-Disc.$127M
Employees24
Clients0
DateMar 2023
Total AUM$745.5M
Discretionary$618.5M
Non-Disc.$127M
Employees24
Clients0
DateFeb 2023
Total AUM$745.5M
Discretionary$618.5M
Non-Disc.$127M
Employees24
Clients0
DateOct 2022
Total AUM$798.4M
Discretionary$593M
Non-Disc.$205.5M
Employees24
Clients0
DateSep 2022
Total AUM$798.4M
Discretionary$593M
Non-Disc.$205.5M
Employees24
Clients0
DateAug 2022
Total AUM$798.4M
Discretionary$593M
Non-Disc.$205.5M
Employees24
Clients0
DateAug 2022
Total AUM$798.4M
Discretionary$593M
Non-Disc.$205.5M
Employees24
Clients0
DateJul 2022
Total AUM$798.4M
Discretionary$593M
Non-Disc.$205.5M
Employees24
Clients0
DateJun 2022
Total AUM$798.4M
Discretionary$593M
Non-Disc.$205.5M
Employees24
Clients0
DateJun 2022
Total AUM$798.4M
Discretionary$593M
Non-Disc.$205.5M
Employees24
Clients0
DateApr 2022
Total AUM$798.4M
Discretionary$593M
Non-Disc.$205.5M
Employees24
Clients0
DateMar 2022
Total AUM$798.4M
Discretionary$593M
Non-Disc.$205.5M
Employees24
Clients0
DateJan 2022
Total AUM$719.2M
Discretionary$530.1M
Non-Disc.$189.1M
Employees22
Clients0
DateDec 2021
Total AUM$719.2M
Discretionary$530.1M
Non-Disc.$189.1M
Employees22
Clients0
DateMar 2021
Total AUM$719.2M
Discretionary$530.1M
Non-Disc.$189.1M
Employees22
Clients0
DateMar 2021
Total AUM$719.2M
Discretionary$530.1M
Non-Disc.$189.1M
Employees22
Clients0
DateJan 2021
Total AUM$729.5M
Discretionary$629.2M
Non-Disc.$100.3M
Employees21
Clients0
DateDec 2020
Total AUM$729.5M
Discretionary$629.2M
Non-Disc.$100.3M
Employees21
Clients0
DateDec 2020
Total AUM$729.5M
Discretionary$629.2M
Non-Disc.$100.3M
Employees21
Clients0
DateNov 2020
Total AUM$729.5M
Discretionary$629.2M
Non-Disc.$100.3M
Employees21
Clients0
DateSep 2020
Total AUM$729.5M
Discretionary$629.2M
Non-Disc.$100.3M
Employees21
Clients0
DateJun 2020
Total AUM$729.5M
Discretionary$629.2M
Non-Disc.$100.3M
Employees21
Clients0
DateMay 2020
Total AUM$729.5M
Discretionary$629.2M
Non-Disc.$100.3M
Employees21
Clients0
DateMay 2020
Total AUM$729.5M
Discretionary$629.2M
Non-Disc.$100.3M
Employees21
Clients0
DateMar 2020
Total AUM$729.5M
Discretionary$629.2M
Non-Disc.$100.3M
Employees21
Clients0
DateDec 2019
Total AUM$720.9M
Discretionary$570.9M
Non-Disc.$149.9M
Employees19
Clients0
DateNov 2019
Total AUM$720.9M
Discretionary$570.9M
Non-Disc.$149.9M
Employees19
Clients0
DateJul 2019
Total AUM$720.9M
Discretionary$570.9M
Non-Disc.$149.9M
Employees19
Clients0
DateJun 2019
Total AUM$720.9M
Discretionary$570.9M
Non-Disc.$149.9M
Employees19
Clients0
DateJun 2019
Total AUM$720.9M
Discretionary$570.9M
Non-Disc.$149.9M
Employees19
Clients0
DateMay 2019
Total AUM$720.9M
Discretionary$570.9M
Non-Disc.$149.9M
Employees19
Clients0
DateApr 2019
Total AUM$720.9M
Discretionary$570.9M
Non-Disc.$149.9M
Employees19
Clients0
DateMar 2019
Total AUM$720.9M
Discretionary$570.9M
Non-Disc.$149.9M
Employees19
Clients0
DateFeb 2019
Total AUM$281.2M
Discretionary$234.5M
Non-Disc.$46.7M
Employees6
Clients0
DateFeb 2019
Total AUM$281.2M
Discretionary$234.5M
Non-Disc.$46.7M
Employees6
Clients0
DateOct 2018
Total AUM$281.2M
Discretionary$234.5M
Non-Disc.$46.7M
Employees6
Clients0
DateOct 2018
Total AUM$281.2M
Discretionary$234.5M
Non-Disc.$46.7M
Employees6
Clients0
DateAug 2018
Total AUM$281.2M
Discretionary$234.5M
Non-Disc.$46.7M
Employees6
Clients0
DateJul 2018
Total AUM$281.2M
Discretionary$234.5M
Non-Disc.$46.7M
Employees6
Clients0
DateJul 2018
Total AUM$281.2M
Discretionary$234.5M
Non-Disc.$46.7M
Employees6
Clients0
DateJul 2018
Total AUM$281.2M
Discretionary$234.5M
Non-Disc.$46.7M
Employees6
Clients0
DateJul 2018
Total AUM$281.2M
Discretionary$234.5M
Non-Disc.$46.7M
Employees6
Clients0
DateJun 2018
Total AUM$281.2M
Discretionary$234.5M
Non-Disc.$46.7M
Employees6
Clients0
DateJun 2018
Total AUM$281.2M
Discretionary$234.5M
Non-Disc.$46.7M
Employees6
Clients0
DateJun 2018
Total AUM$281.2M
Discretionary$234.5M
Non-Disc.$46.7M
Employees6
Clients0
DateApr 2018
Total AUM$281.2M
Discretionary$234.5M
Non-Disc.$46.7M
Employees6
Clients0
DateMar 2018
Total AUM$281.2M
Discretionary$234.5M
Non-Disc.$46.7M
Employees6
Clients0
DateJan 2018
Total AUM$271M
Discretionary$211M
Non-Disc.$60M
Employees6
Clients0
DateSep 2017
Total AUM$271M
Discretionary$211M
Non-Disc.$60M
Employees6
Clients200
DateMar 2017
Total AUM$271M
Discretionary$211M
Non-Disc.$60M
Employees6
Clients200
DateFeb 2017
Total AUM$161M
Discretionary$107M
Non-Disc.$54M
Employees4
Clients26
DateMar 2016
Total AUM$161M
Discretionary$107M
Non-Disc.$54M
Employees4
Clients26
DateJul 2015
Total AUM$182M
Discretionary$103M
Non-Disc.$79M
Employees5
Clients26
DateMar 2015
Total AUM$182M
Discretionary$103M
Non-Disc.$79M
Employees5
Clients26
DateMar 2015
Total AUM$166M
Discretionary$93M
Non-Disc.$73M
Employees5
Clients26
DateMar 2014
Total AUM$166M
Discretionary$93M
Non-Disc.$73M
Employees5
Clients26
DateDec 2013
Total AUM$106M
Discretionary$84M
Non-Disc.$22M
Employees6
Clients26
DateOct 2013
Total AUM$106M
Discretionary$84M
Non-Disc.$22M
Employees6
Clients26
DateApr 2013
Total AUM$106M
Discretionary$84M
Non-Disc.$22M
Employees6
Clients26
DateApr 2013
Total AUM$106M
Discretionary$84M
Non-Disc.$22M
Employees6
Clients26
DateMar 2013
Total AUM$106M
Discretionary$84M
Non-Disc.$22M
Employees6
Clients26
DateFeb 2013
Total AUM$102M
Discretionary$102M
Non-Disc.$0
Employees6
Clients26
DateJan 2013
Total AUM$102M
Discretionary$102M
Non-Disc.$0
Employees6
Clients26
DateNov 2012
Total AUM$102M
Discretionary$102M
Non-Disc.$0
Employees6
Clients26
DateNov 2012
Total AUM$102M
Discretionary$102M
Non-Disc.$0
Employees6
Clients26
DateNov 2012
Total AUM$102M
Discretionary$102M
Non-Disc.$0
Employees6
Clients26
DateOct 2012
Total AUM$102M
Discretionary$102M
Non-Disc.$0
Employees1
Clients26
DateOct 2012
Total AUM$102M
Discretionary$102M
Non-Disc.$0
Employees1
Clients26
DateJul 2012
Total AUM$102M
Discretionary$102M
Non-Disc.$0
Employees1
Clients26
DateJul 2012
Total AUM$102M
Discretionary$102M
Non-Disc.$0
Employees1
Clients26
DateMar 2012
Total AUM$102M
Discretionary$102M
Non-Disc.$0
Employees1
Clients26
DateFeb 2012
Total AUM$58.1M
Discretionary$34.7M
Non-Disc.$23.4M
Employees1
Clients26
DateMar 2011
Total AUM$58.1M
Discretionary$34.7M
Non-Disc.$23.4M
Employees5
Clients--
DateMar 2008
Total AUM$42.5M
Discretionary$0
Non-Disc.$42.5M
Employees5
Clients--
DateDec 2007
Total AUM$34.1M
Discretionary$0
Non-Disc.$34.1M
Employees5
Clients--
DateMar 2007
Total AUM$34.1M
Discretionary$0
Non-Disc.$34.1M
Employees5
Clients--
DateMar 2006
Total AUM$32M
Discretionary$0
Non-Disc.$32M
Employees5
Clients--
DateSep 2005
Total AUM$32M
Discretionary$0
Non-Disc.$32M
Employees5
Clients--