Waterloo Capital - aVenture Asset Manager Research
Location
Atlanta, GA, US
Founded
2010
Waterloo Capital specializes in sophisticated investment solutions for high-net-worth individuals and institutional clients. The firm offers a holistic approach to wealth management, providing expertise in publicly traded investments, alternative investments, and financial planning. Waterloo Capital tailors its services to meet the unique needs of each client, guiding them through all stages of their financial journey.
The firm's team of experts focuses on creating fully diversified and customized portfolios for their clients. Waterloo Capital's commitment to personalized service and unparalleled access to alternative investments sets them apart in the wealth management industry. While primarily serving high-net-worth individuals and families, the firm has also invested in startups, including WeStyle, a portfolio company in their seed-stage investments.
Waterloo Capital - Portfolio Snapshot
Portfolio activity breakdown across disclosed investments and stages
Portfolio Companies1
Top Investment Stages
Seed1 (100.0%)
Stage Mix
Seed 100%
Concentration shown as share of disclosed investments by stage.