Waterloo Capital Management
Waterloo Capital Management is a multi-family office headquartered in Austin, United States.

Waterloo Capital Management
Waterloo Capital Management is a multi-family office headquartered in Austin, United States. Founded in 2004 as Virtus Private Wealth and rebranded in 2013, the firm grew out of the investment-management practice of co-founder John Chatmas Jr., whose advisory success seeded its capital base. It provides discretionary and advisory exposure to public and private markets—structuring multi-asset portfolios for entrepreneurial families.
General information
Firm type
Multi Family Office
Year founded
—
AUM
—
Location
Region
North America
Country
—
City
Austin
Corporate office
2801 Via Fortuna, Suite 250, Austin, TX 78746
Frequently asked questions
What is Waterloo Capital Management?
Waterloo Capital Management is a multi family office headquartered in Austin.
Where is Waterloo Capital Management headquartered?
Waterloo Capital Management is headquartered in Austin, in the North America region.
What does Altss track for Waterloo Capital Management?
Altss maintains an OSINT-verified profile of Waterloo Capital Management covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is Waterloo Capital Management's website?
Waterloo Capital Management's public website is waterloocap.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Waterloo Capital Management?
Waterloo Capital Management is classified by Altss as a Multi Family Office within the North America region.
How does Altss source intelligence on Waterloo Capital Management?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
How fresh is the Altss profile for Waterloo Capital Management?
Waterloo Capital Management's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
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Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
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Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
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Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
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Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
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Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
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