HATTERAS VENTURE PARTNERS

Exempt Reporting AdvisorFINRA MemberEst. 2019
Total AUM
Accounts
0
Advisory reps
6
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
DURHAM, North Carolina
CRD number
304184
Registered since
June 13, 2019

Firm profile

FINTRX

Overview

Hatteras Venture Partners is an LLC that registered as an SEC adviser in 2019 and operates as a manager of pooled venture capital vehicles. The firm’s activity is concentrated on advising and operating venture capital funds rather than providing retail or institutional advisory services to individual accounts. It is classified as an unclassified adviser and is not identified as a capital allocator or an active ESG investor. Ownership is listed as individual-controlled. The firm’s remit is fund-based: building and running pooled vehicles that invest in private-company equity. That focus implies a manager profile centered on sourcing equity stakes in start-ups and growth-stage companies, structuring fund investments, and managing limited partner relationships rather than delivering separately managed accounts or broad advisory platforms.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 6
  • Christy Shaffer

    General PartnerCRD 6891416

  • JEFFREY TERRELL

    ManagerCRD 5163176

  • JOHN DIAL

    ManagerCRD 7122293

Unlock 3 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

DURHAM, NC

DURHAM

Location

DURHAM, NC

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

Metro area
Raleigh-Durham-Cary, NC
Region
South
County
DURHAM
Address
280 S Mangum St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth