Waterloo Capital LP
Legal Name: WATERLOO CAPITAL, L.P.
Other Info
Waterloo Capital, L.P. is a Texas Partnership with 19 employees, all of which work in advisory roles. The firm's SEC status is approved and has been since March 11, 2005. Although the number of clients served is unknown, Waterloo Capital LP remains dedicated to providing excellent financial advisory services.
Waterloo Capital - Waterloo Capital
Waterloo Capital is your personal team of experts who take a holistic approach to wealth management. Wealth management is multi-faceted, and we believe your plan should be tailored to your unique objectives in order to be successful.
Direct Owners
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BTE ENERGY, LLC
LIMITED PARTNER owns more than 10% but less than 25%
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GERALD HICKSON
LIMITED PARTNER owns more than 5% but less than 10%
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GERY JOSEPH SADZEWICZ
CHIEF COMPLIANCE OFFICER owns less than 5%
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JOHN THOMAS CHATMAS
CEO owns less than 5%
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TEEGARDIN VENTURES, LP
LIMITED PARTNER owns less than 5%
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THE BD 2012 FAMILY TRUST
LIMITED PARTNER owns less than 5%
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THE DD 2012 FAMILY TRUST
LIMITED PARTNER owns less than 5%
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WATERLOO CAPITAL MANAGEMENT LLC
GENERAL PARTNER owns more than 50% but less than 75%
Indirect Owners
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JOHN THOMAS CHATMAS
SOLE MEMBER owns more than 50% but less than 75%