Hatteras Investment Partners LLC (Raleigh)

Hatteras Investment Partners LLC is a large advisory firm based in Raleigh. It manages $1.17 billion of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdiction of North Carolina.

Hatteras Investment Partners provides portfolio management for investment companies and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Hatteras Investment Partners: assets under management

The assets under management (AUM) of Hatteras Investment Partners LLC is $1.17 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 1088% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.17 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.17 billion each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Hatteras Investment Partners LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Hatteras Investment Partners LLC

Hatteras Investment Partners LLC is owned by James Fielding Miller. David Brien Perkins has been acting as President since 1 Sep 2003. Mark William Yusko joined the executive team most recently as the President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
David Brien Perkins	President	1 Sep 2003	25% - 50%	1824251
Michael David Strother	Chief compliance officer	1 Sep 2003	Other	2457427
James Fielding Miller	Owner	1 Sep 2003	25% - 50%	1587301
Llc Morgan Creek Capital Management	Owner	1 Sep 2003	25% - 50%	20-0460659
James Michael Fields	Director	1 Dec 2003	Other	4164246
Denise Mcgee Buchanan	Chief compliance officer	1 Sep 2004	Other	1284353
Lee N Palles	Cfp/coo	1 Jan 2007	Other	5285912
Hatteras Employee Warrant Program	N/a	1 Jan 2007	25% - 50%	00-0000000
Robert Leslie Worthington	President	1 Sep 2007	Other	1780243
Andrew Paul Chica	Chief compliance officer	1 Jan 2008	Other	3087253
James Michael Fields	Coo	1 Mar 2008	Other	4164246
Robert Lance Baker	Chief financial officer	1 Mar 2008	Other	5503485
David Brien Perkins	Founder/managing member	1 May 2010	50% - 75%	1824251
Brian Jacobs	Ceo	1 May 2010	Other	1240138
David Brien Perkins	Ceo/founder/managing member	1 Feb 2012	50% - 75%	1824251

Indirect Owners

The SEC currently registers 3 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Mark W. Yusko	Owner	1 Dec 2003	75% - 100%	2369220
Mark William Yusko	President	1 Jan 2012	50% - 75%	2369220
Llc Mccm Group	Owner	1 Jan 2012	75% - 100%	36-4717276

Based in Raleigh

The principal office where Hatteras Investment Partners LLC performs its advisory services is located at 8540 Colonnade Center Drive, Suite 401, Raleigh, NC 27615, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 919-846-2324 or by fax 919-846-3433. The normal business hours are 8:30 a.m. to 5:30 p.m. on Monday - Friday.