Data / Investment advisers / North Carolina / Hatteras Investment Partners, LP
Hatteras Investment Partners, LP, Raleigh, NC: $115 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Hatteras Investment Partners, LP is an SEC registered investment adviser with its main office in Raleigh, North Carolina and reports $115 million in regulatory assets under management in its Form ADV filed October 16, 2026. Its clients include pooled investment vehicles and investment companies. It is paid through a percentage of assets under management and performance based fees. It advises 4 private funds.
The request: Watch Hatteras Investment Partners, LP (CRD number 170628): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 170628
- SEC file number
- 801-79326
- SEC status
- Approved, effective March 14, 2014
- Main office
- 8510 Colonnade Center Drive Suite 150, Raleigh, NC 27615
- Phone
- (919) 846-2324
- Website
- hatterasinvestmentpartners.com
- Regulatory AUM
- $114,765,846 in the Form ADV filed October 16, 2026
- Discretionary AUM
- $500
- Non discretionary AUM
- $114,765,346
- Accounts
- 7
- Employees
- 9, of which 2 give investment advice
- Form of organization
- Limited Partnership
- Paid through
- a percentage of assets under management, performance based fees
- Private funds
- 4: 4 private equity funds
- Gross assets of private funds
- $400
- Form ADV Item 11 disclosures
- Reported: SEC or CFTC regulatory actions, civil court actions
- Latest Form ADV filing
- October 16, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 4 | $400 |
| Investment companies | 1 | $100 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $114.8 million | March 30, 2026 |
| December 1, 2025 | $187.8 million | March 28, 2025 |
Other advisers in Raleigh
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Pendleton Financial Wealth Management | Raleigh | $160 million | Not listed | adviserinfo.sec.gov |
| Aim Advisors, LLC | Raleigh | $158.2 million | Not listed | adviserinfo.sec.gov |
| Sound Financial Management, Inc. | Raleigh | $134.1 million | Not listed | adviserinfo.sec.gov |
| Tolley Financial Group, LLC | Raleigh | $121.9 million | Not listed | adviserinfo.sec.gov |
| TRG Capital Management, Inc. | Raleigh | $118.2 million | 1 | adviserinfo.sec.gov |
| Evergreen Wealth Advisors | Raleigh | $112.5 million | Not listed | adviserinfo.sec.gov |
| Reh Wealth Advisors LLC | Raleigh | $110.5 million | Not listed | adviserinfo.sec.gov |
| White Oak Wealth Partners | Raleigh | $110.5 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Raleigh, NC
- Investment advisers in North Carolina
- Advisers with $100 million to $500 million in AUM
- Advisers serving pooled investment vehicles
- Advisers serving investment companies
- Advisers that manage private funds
- Hatteras Investment Partners, LP on the SEC's adviser search
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.