SourcingSourcing

HATTERAS INVESTMENT PARTNERS, LP

B60
CRD 170628·SEC 801-79326·RALEIGH, NC
AUM
$114.8M
$100M-$500M
Est. Revenue
$1.1M
@ 1% on AUM
Est. EBITDA
$344K
@ 30% margin
Est. Deal Value
$2.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
HATTERAS INVESTMENT PARTNERS, LP
CRD
170628
SEC file #
801-79326
EIN
463765543
DBA names
—

Economics

AUM
$114.8M
AUM band
$100M-$500M
AUM trajectory
'20'26
$495.8M → $114.8M▼ -77%
Client mix
Pooled Investment Vehicles4
Other2
Investment Companies1

Operations

Employees (total)
9
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
3 advisors → 2 advisors▼ -33%
Primary office
RALEIGH NC
Branches
—

Custodian & Brokerage

Primary custodian
U.S. Banklow confidence
Services offered
Portfolio mgmt — investment companiesPortfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
hatterasinvestmentpartners.com

Compliance

Disclosures (firm)
1
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
PERKINS, DAVID, BRIEN
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
5
Control Persons
PERKINS, DAVID, BRIEN
LEE, MICHAEL, FRANCIS
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
HATTERASINVESTMENTPARTNERS.COM
Rdap Domain Creation Date
2003-10-19T04:31:04Z
Rdap Firm Age Years
23
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001600745
Edgar Registered
Yes
Edgar Filing Count
34
Edgar First Filing Date
2014-02-21
Edgar Last Filing Date
2025-11-14
Edgar 13f Count
21
Edgar 13f Latest AUM Estimate
Filing Date2025-09-03
Accession0001600745-25-000009
Edgar Former Names
Hatteras Funds, LP
Hatteras Funds, LLC

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
5
Bc Firm Active IA Count
5
Bc Firm IAR Count
5
Custodian Candidates
Full
U.s. Bank14
E*trade4
Edgar Addresses
Mailing
8510 COLONNADE CENTER DRIVESUITE 150RALEIGH, NC 27615
Business
8510 COLONNADE CENTER DRIVESUITE 150RALEIGH, NC 27615
Edgar EIN
463765543
Edgar Recent Filings
SCHEDULE 13G/A2025-11-14 · 0001600745-25-000011
13F-HR2025-09-03 · 0001600745-25-000009
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-10-19T04:31:04Z
Rdap Domain Last Changed
2025-08-20T07:46:18Z
Rdap Nameservers
Ns91.worldnic.comNs92.worldnic.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
1824251
Trust Company Affiliate
No

People (8)

8
PERKINS, DAVID, BRIEN
IAR · Direct Owner · 87.5%
1824251
MICHAEL FRANCIS LEE
Direct Owner · 7.5%
5678514
RIEGERT, THOMAS, PATRICK
Executive Officer · 2.5%
6064954
ZOLLICOFFER, ALLISON,
Executive Officer · 2.5%
2596563
THOMAS MICHAEL MCGUIRE
IAR
7515056
Alexander Camp Hoon
IAR
7550857
BRIEN FOSTER PERKINS
IAR
6015281
PRESTON ADAM JR WALDROP
IAR
7401316