WATERLOO CAPITAL, L.P.

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Waterloo Capital is based out of Austin. Waterloo Capital is a large advisory firm with 464 clients and discretionary assets under management (AUM) of $629,175,505 (Form ADV from 2020-03-23). Their last reported 13F filing for Q1 2020 included $140,854,000 in managed 13F securities and a top 10 holdings concentration of 40.36%. Waterloo Capital's largest holding is Aptus Defined Risk ETF with shares held of 495,578. Whalewisdom has at least 1 13F filings

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03/31/2020

Top Sells

  • Name% Change

03/31/2020

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-05-15

Performance for Q1 2020: 18.48%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

WATERLOO CAPITAL MANAGEMENT
2700 VIA FORTUNA SUITE 100
AUSTIN TX    78746
Country: United States

Business Phone: 512-777-5900
Fax:
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Partnership
Organized in: TX
Number of employees: 21
Other Business Activities: insurance broker or agent
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees,Commissions
Amount of client funds and securities: 729,450,000
Total Number of Clients: 464
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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