Asset manager · Raleigh, NC
Hatteras Investment Partners, LP
SEC-registered investment adviser · CRD 170628 · SEC 801-79326
At a glance
Hatteras Investment Partners, LP is an SEC-registered investment adviser based in Raleigh, North Carolina, with $115 million in regulatory assets under management as of its Form ADV filed September 9, 2026. Its largest client group by assets is other. By Form ADV it is a asset manager, ranked 2,293rd of 3,218 asset managers and 14,939th of 17,210 SEC-registered advisers by assets.
Main office 919-846-2324hatterasinvestmentpartners.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $115M
- Rank among asset managers
- #2,293 of 3,218
- Rank among all SEC RIAs
- #14,939 of 17,210
- Rank in North Carolina
- #265 of 288
- Clients
- 7
- Accounts
- 7
- Discretionary
- 0% of AUM
- Employees
- 9
- Advisory staff
- 2
- Offices
- 1
Owners and executives on its Form ADV
- David B. PerkinsChief Executive Officer, Co-Founder, Chief Compliance Officer, Limited Partner
- Allison C. ZollicofferChief Financial Officer
- Thomas P. RiegertChief Investment Officer
- Michael F. LeePresident of Distribution, Limited Partner
Custody and brokerage
Broker-dealer
Hybrid RIA
Hatteras Investment Partners, LP is a hybrid RIA: 6 of its employees are also registered representatives of a broker-dealer. It names an affiliated broker-dealer: Hatteras Capital Distributors, LLC.
- Hatteras Capital Distributors, LLC ↗CRD 143365
It doesn’t hold client accounts or customer funds itself. Its annual audited report filed with the SEC, March 2026
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Other | 2 | $115M | 100% |
| Pooled investment vehicles | 4 | $0M | <1% |
| Investment companies | 1 | $0M | <1% |
Private funds
Hatteras Investment Partners, LP reports 4 private funds with $0M in gross assets: private equity funds (Form ADV Item 7.B).
Disciplinary disclosures
Hatteras Investment Partners, LP answers yes to 8 disclosure items in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
How it’s paid
- A percentage of assets under management
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗hatterasinvestmentpartners.com ↗
AtlasMembers
The full record on Hatteras Investment Partners, LP
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 599 peers of its type and size
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- Owners and executives, with titles and stakes
- 4 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 2Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Hatteras Investment Partners, LP manage?
Hatteras Investment Partners, LP reports $115 million in regulatory assets under management across 7 accounts, 0% of it on a discretionary basis, on its Form ADV filed September 9, 2026.
What kind of firm is Hatteras Investment Partners, LP?
Hatteras Investment Partners, LP is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Hatteras Investment Partners, LP’s clients?
By assets, its largest client types are other ($115 million, 2 clients); pooled investment vehicles ($400, 4 clients); investment companies ($100, 1 clients).
Does Hatteras Investment Partners, LP manage private funds?
Yes. It reports 4 private funds with $400 in gross assets, including private equity funds.
Does Hatteras Investment Partners, LP have any disciplinary history?
Hatteras Investment Partners, LP answers yes to 8 disclosure items in Item 11 of Form ADV, which covers criminal, regulatory and civil matters involving the firm or its advisory affiliates. The details are on the SEC’s adviser search.
Where these numbers come from
Every figure is Hatteras Investment Partners, LP’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-09-09), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →