Hatteras Capital Distributors, LLC

Broker-DealerFINRA MemberEst. 2007
Total AUM
Advisory reps
7
Avg account
$0

Firm details

Headquarters
Raleigh, North Carolina
CRD number
143365
Registered since
June 20, 2007

Firm profile

FINTRX

Overview

Hatteras Capital Distributors, LLC is a limited liability company that is registered with the SEC (registration year 2007) and is classified as a fund distributor. The firm’s ownership is identified as a combination of a domestic entity and an individual. Available metadata flags it as not being a capital allocator and not an active ESG investor. It is also not listed as a multi-state adviser, pension consultant, or related adviser. Public-facing detail about the firm’s day-to-day activities, advisory offerings, or affiliations is minimal; the firm did not provide narrative descriptions of its business activities or advisory services in the source material. The profile information that is available points to a distribution-focused role rather than a traditional advisory or asset-management operating model.

Assets & Accounts

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • David Perkins

    David Perkins

    Chief Executive Officer & Co-FounderCRD 1824251

Contacts

3 of 6
  • Michael Lee

    Registered RepresentativeCRD 5678514

  • Kevin Masters

    FinOpCRD 2730013

  • Preston Waldrop

    Preston Waldrop

    Regional DirectorCRD 7401316

Unlock 3 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Raleigh, NC

Wake

Location

Raleigh, NC

Headquartered in Raleigh, NC, anchoring the Raleigh-Durham-Cary, NC metro in the South.

Metro area
Raleigh-Durham-Cary, NC
Region
South
County
Wake
Address
8537 Six Forks Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth