HATTERAS INVESTMENT PARTNERS, LP
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Private Funds100%
Owners & executives
3 of 3THOMAS RIEGERT
Chief Investment OfficerCRD 6064954
ALLISON ZOLLICOFFER
Chief Financial OfficerCRD 2596563
DAVID PERKINS
Chief Executive Officer & Co-FounderCRD 1824251
Contacts
3 of 5BRIEN PERKINS
Regional DirectorCRD 6015281
Alexander Hoon
Registered RepresentativeCRD 7550857
THOMAS MCGUIRE
Registered RepresentativeCRD 7515056
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
TRG CAPITAL MANAGEMENT, INC.
RIARALEIGH, NC
EVERGREEN WEALTH ADVISORS
RIARALEIGH, NC
REH WEALTH ADVISORS LLC
RIARALEIGH, NC
WHITE OAK WEALTH PARTNERS
RIARALEIGH, NC
TOLLEY FINANCIAL GROUP, LLC
RIARALEIGH, NC
EQV ADVISORY, LLC
RIARALEIGH, NC