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Waterloo Capital Management
Waterloo Capital Management was founded in 2004 by John Chatmas Jr. as Virtus Private Wealth before the 2013 rebrand. Chatmas serves as CEO and primary owner.
Waterloo Capital Management
Waterloo Capital Management was founded in 2004 by John Chatmas Jr. as Virtus Private Wealth before the 2013 rebrand. Chatmas serves as CEO and primary owner. The firm grew directly from his investment-management practice that supplied the initial capital base. The firm allocates across public and private markets. Confirmed asset classes include private equity, private credit, real estate, hedge funds, commodities and digital assets. It also maintains positions in AI/ML and Web3 & Blockchain strategies. Geographic coverage spans North America, Europe and Asia. VanEck Bitcoin ETF appears among disclosed holdings alongside gold, precious metals and industrial metals exposure. Jeff Hunter oversees energy sector board representation including Vistra Energy. Don Simoneaux serves as President and Director of Alternative Investments and holds a chapter executive role with CAIA Association in Austin. The firm operates from a single headquarters at 301 Congress Avenue, Suite 120 in Austin. Adjacent vehicles include Waterloo Real Estate Investments Inc. and the CEO Foundation. No operational events from the last 24 months appear in available records. The firm operates as a multi-family office that combines discretionary portfolio construction with direct real-asset ownership through a dedicated subsidiary. This structure separates liquid market exposure from property holdings under the same ownership umbrella.
General information
Firm type
Multi Family Office
Year founded
2004
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Austin
Corporate office
Austin, TX, United States
Principals
John Chatmas Jr.
CEO and primary owner
Don Simoneaux
President and Director of Alternative Investments
Altss tracks 2 additional named team members for this firm — including direct investment leads, IR, and operating principals not listed on the public website.
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Frequently asked questions
Who runs investment decisions at Waterloo Capital Management?
John Chatmas Jr. serves as CEO and primary owner. Don Simoneaux acts as President and Director of Alternative Investments. Jeff Hunter manages energy sector board seats.
Does Waterloo Capital Management participate in fund commitments or only direct deals?
The firm structures multi-asset portfolios that include both fund exposure and direct holdings. Confirmed positions include the VanEck Bitcoin ETF and real estate assets held through Waterloo Real Estate Investments Inc.
Where does the underlying wealth come from?
The capital base originated from John Chatmas Jr.'s investment advisory practice that preceded the 2004 founding of the predecessor firm Virtus Private Wealth.
What investment stages does Waterloo Capital Management typically target?
The firm maintains exposure across public markets, hedge funds, private credit and private equity without a single-stage restriction disclosed.
How is Waterloo Capital Management related to its predecessor firm?
The firm began as Virtus Private Wealth in 2004 and rebranded to Waterloo Capital Management in 2013 under the same leadership.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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