Hatteras Investment Partners, LP

RIASEC RegisteredEst. 2014

Total AUM

$115M

Discretionary

$500

0% of AUM

Avg account

$16.4M

Accounts

7

Employees

9

Advisory reps

8

Firm details

Headquarters: Raleigh, North Carolina
CRD number: 170628
Registered since: March 14, 2014
Website: www.hatterasinvestmentpartners.com
Custodians: BENEFICIENT
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Other100%
Services: Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Hatteras Investment Partners, LP is structured as a limited partnership that operates as a private equity fund and a capital allocator to institutional clients. The firm provides portfolio management for investment companies and for pooled investment vehicles. Its compensation combines a percentage-of-assets-under-management structure with performance-based fees. Hatteras does not identify as an active ESG investor and is not registered as a multi-state adviser. The firm also reports an affiliation with a broker-dealer.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Private Funds100%

Owners & executives

3 of 3

David Perkins
Chief Executive Officer & Co-FounderCRD 1824251
Allison Zollicoffer
Chief Financial OfficerCRD 2596563
Thomas Riegert
Chief Investment OfficerCRD 6064954

Contacts

3 of 5

Michael Lee
Registered RepresentativeCRD 5678514
Preston Waldrop
Regional DirectorCRD 7401316
Brien Perkins
Regional DirectorCRD 6015281

Unlock 2 more contacts →

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

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: 8510 Colonnade Center Dr
Time zone: ET (UTC-5)
Office locations

Similar firms

Evergreen Wealth Advisors

Raleigh, NC

AUM $112MTEAM 18REPS 6

TRG Capital Management, Inc.

Raleigh, NC

AUM $118MTEAM 5REPS 4

REH Wealth Advisors LLC

Raleigh, NC

AUM $110MTEAM 1REPS 1

White Oak Wealth Partners

Raleigh, NC

AUM $110MTEAM 2REPS 2

Tolley Financial Group, LLC

Raleigh, NC

AUM $122MTEAM 1REPS 1

EQV Advisory, LLC

Raleigh, NC

AUM $107MTEAM 6REPS 6

More RIAs in Raleigh →All North Carolina RIAs →