| Name | Title | Ownership | Since |
|---|---|---|---|
| Adam Joseph Rose Control | Coo | Under 5% | 2024 |
| Donald Ralph Simoneaux Control | President | Under 5% | 2023 |
| Gery Joseph Sadzewicz | Chief Compliance Officer | Under 5% | 2012 |
Waterloo Capital, L.P. reports $1.7 billion in regulatory assets under management on its Form ADV.
Waterloo Capital, L.P. reports 54 employees.
Waterloo Capital, L.P. is based in Austin, TX and has been SEC-registered since 2005.
Waterloo Capital, L.P. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 2801 Via Fortuna, Suite 250, Austin, TX 78746 |
| Phone | 512-777-5900 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
| Discretionary | $1.52B |
| Non-discretionary | $164.8M |
| Total (RAUM) | $1.69B |