# WATERLOO CAPITAL, L.P.

WATERLOO CAPITAL, L.P. of AUSTIN, TX is an SEC-registered investment adviser.

## Registration

- CRD: 133705
- Type: SEC-registered investment adviser
- SEC file number: 801-63975
- Location: 2801 VIA FORTUNA, SUITE 250, AUSTIN, TX, 78746
- Phone: 512-777-5900
- Latest filing: 2026-07-30
- Regulatory AUM: $2.3B
- Discretionary AUM: $2.1B
- Non-discretionary AUM: $157.7M
- Clients: 64
- Accounts: 7,306

## Business model

- Compensation: % of AUM, Hourly, Fixed, Commissions
- Clients served: Individuals, High net worth, Pensions, Charities

## Officers, owners & control persons (15)

| Name | Role | Location |
| --- | --- | --- |
| Gery Joseph Sadzewicz | CHIEF COMPLIANCE OFFICER | — |
| John Thomas Chatmas | CEO; SOLE MEMBER | — |
| Donald Ralph Simoneaux | PRESIDENT | — |
| Adam Joseph Rose | COO | — |
| Daniel Charles Degrave | VP OF OPERATIONS AND COMPLIANCE | — |
| STEWARD MARCY WESTON | DIRECTOR OF OPERATIONS; LTD PARTNER; LTD PARTNER, CCO, DIRECTOR OF OPERATIONS (+2 more) | — |
| GATES TERRELL FRANKLIN | EXECUTIVE OFFICER; GENERAL PARTNER; MANAGING MEMBER | — |
| ROSE CHARLES JOSEPH | COO | — |
| SADZEWICZ GERY JOSEPH | CHIEF COMPLIANCE OFFICER | — |
| GATES TERRELL F | MANAGING DIRECTOR | — |
| CHATMAS JOHN THOMAS | CEO; PRESIDENT & CEO; SOLE MEMBER | — |
| EDWARDS BURKE | SOLE MEMBER | — |
| TEEGARDIN TRICIA | LIMITED PARTNER | — |
| HICKSON GERALD | LIMITED PARTNER | — |
| SIMONEAUX DONALD RALPH | PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/133705/brochure
- Similar advisers: https://search.stillhousedata.com/firm/133705/similar
- Related entities: https://search.stillhousedata.com/firm/133705/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/133705

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.