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
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 a limited partnership that operates as an independent RIA and capital allocator for institutional clients. The firm’s advisory work centers on managing portfolios for investment companies and pooled investment vehicles, with a clear tilt toward private funds rather than public-market strategies. Its fee structure combines a percentage of AUM with performance-based fees, aligning compensation with fund-level outcomes. Hatteras does not flag itself as an active ESG investor and reports a broker-dealer affiliation as part of its industry relationships. Investment activity is concentrated on sourcing and sponsoring alternative asset vehicles: Hatteras builds and manages private funds and allocates to external managers across private equity, venture capital, private credit, real estate, hedge funds and private placements. The firm acts primarily as a non-discretionary manager for its clients, placing capital into pooled vehicles and private funds rather than running broad discretionary SMAs.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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

Asset composition

Asset composition: Private Funds 100%100%
  • Private Funds100%

Owners & executives

3 of 3
  • THOMAS RIEGERT

    Chief Investment OfficerCRD 6064954

  • ALLISON ZOLLICOFFER

    Chief Financial OfficerCRD 2596563

  • DAVID PERKINS

    Chief Executive Officer & Co-FounderCRD 1824251

Contacts

3 of 5
  • BRIEN PERKINS

    Regional DirectorCRD 6015281

  • Alexander Hoon

    Registered RepresentativeCRD 7550857

  • THOMAS MCGUIRE

    Registered RepresentativeCRD 7515056

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth