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Data / Investment advisers / North Carolina / Durham

Investment advisers in Durham, NC: 18 firms, $3.6 billion in AUM

18 investment advisers have their main office in Durham, North Carolina: 7 SEC registered and 11 exempt reporting. The registered advisers report $3.6 billion in regulatory assets under management in the SEC's Form ADV file of November 2, 2026, and the largest is Silverback Asset Management, LLC with $1.2 billion.

SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.

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  • 18Advisers
  • 7SEC registered
  • 11Exempt reporting
  • $3.6 billionTotal AUM
  • 5Advisers over $100 million
  • 13Manage private funds
  • November 2, 2026File date

Largest advisers by AUM

Ranked by regulatory AUM, then by private funds. Each row links to the firm page where it has one, and to its SEC record.

AdviserCityAUMAccountsEmployeesPrivate fundsPhoneWebsiteSource
Silverback Asset Management, LLCDurham$1.19 billion8122(919) 969-9300silverbackasset.comadviserinfo.sec.gov
Verity Asset ManagementDurham$1.15 billion7,60377Not listed(919) 490-6717adviserinfo.sec.gov
Kuhn Advisors, Inc.Durham$800.8 million1,2808Not listed(919) 493-3233kuhnadvisors.comadviserinfo.sec.gov
Integrated Wealthcare, LLCDurham$218.2 million79211Not listed(866) 694-6292adviserinfo.sec.gov
Pinafore Wealth Counsel Inc.Durham$173.6 million3252Not listed(919) 213-0458pinaforewealth.comadviserinfo.sec.gov
SLP WealthDurham$63.7 million1,89521Not listed(910) 315-0973slpwealth.comadviserinfo.sec.gov
Vested FinanceDurhamNot listed0609(310) 895-3927vestedfinance.coadviserinfo.sec.gov
Pappas VenturesDurhamNot listedNot listedNot listed8(919) 998-3300adviserinfo.sec.gov
SJF Management LLCDurhamNot listedNot listedNot listed6(919) 530-1177adviserinfo.sec.gov
Hatteras Venture PartnersDurhamNot listedNot listedNot listed4(919) 480-0730adviserinfo.sec.gov
Hatteras Venture PartnersDurhamNot listedNot listedNot listed3(919) 484-0730hatterasvp.comadviserinfo.sec.gov
Echo Health Ventures LLCDurhamNot listedNot listedNot listed2(919) 213-7138echohealthventures.comadviserinfo.sec.gov
Excelerate Health Ventures LLCDurhamNot listedNot listedNot listed2(919) 960-1540adviserinfo.sec.gov
Hatteras Venture PartnersDurhamNot listedNot listedNot listed2(919) 480-0730hatterasvp.comadviserinfo.sec.gov
Hatteras Venture PartnersDurhamNot listedNot listedNot listed2(919) 484-0730hatterasvp.comadviserinfo.sec.gov
Intersouth Advisors, Inc.DurhamNot listedNot listedNot listed2(919) 460-8203intersouth.comadviserinfo.sec.gov
Conductor Capital Management, LLCDurhamNot listedNot listedNot listed1(919) 741-2281conductorcap.comadviserinfo.sec.gov
Hatteras Venture PartnersDurhamNot listedNot listedNot listed1(919) 484-0730hatterasvp.comadviserinfo.sec.gov

Advisers in Durham that manage private funds

13 advisers report private funds. The 30 with the most funds.

AdviserCityStatePrivate fundsHedgePrivate equityVenture capitalReal estateFund gross assetsAUMSource
Vested FinanceDurhamNC9Not listed9Not listedNot listed$9.9 millionNot listedadviserinfo.sec.gov
Pappas VenturesDurhamNC8Not listedNot listed8Not listed$165.3 millionNot listedadviserinfo.sec.gov
SJF Management LLCDurhamNC6Not listedNot listed6Not listed$377.4 millionNot listedadviserinfo.sec.gov
Hatteras Venture PartnersDurhamNC4Not listedNot listed4Not listed$183.5 millionNot listedadviserinfo.sec.gov
Hatteras Venture PartnersDurhamNC3Not listedNot listed3Not listed$142.7 millionNot listedadviserinfo.sec.gov
Silverback Asset Management, LLCDurhamNC22Not listedNot listedNot listed$413.7 million$1.19 billionadviserinfo.sec.gov
Echo Health Ventures LLCDurhamNC2Not listedNot listed2Not listed$517.6 millionNot listedadviserinfo.sec.gov
Excelerate Health Ventures LLCDurhamNC2Not listedNot listed2Not listed$66.1 millionNot listedadviserinfo.sec.gov
Hatteras Venture PartnersDurhamNC2Not listedNot listed2Not listed$208.4 millionNot listedadviserinfo.sec.gov
Hatteras Venture PartnersDurhamNC2Not listedNot listed2Not listed$51.6 millionNot listedadviserinfo.sec.gov
Intersouth Advisors, Inc.DurhamNC2Not listedNot listed2Not listed$76.2 millionNot listedadviserinfo.sec.gov
Conductor Capital Management, LLCDurhamNC1Not listedNot listedNot listedNot listed$38 millionNot listedadviserinfo.sec.gov
Hatteras Venture PartnersDurhamNC1Not listedNot listed1Not listed$6.4 millionNot listedadviserinfo.sec.gov

Also on SpecStream

Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.