# HATTERAS INVESTMENT PARTNERS, LP

HATTERAS INVESTMENT PARTNERS, LP of RALEIGH, NC is an SEC-registered investment adviser.

## Registration

- CRD: 170628
- Type: SEC-registered investment adviser
- SEC file number: 801-79326
- Location: 8510 COLONNADE CENTER DRIVE, SUITE 150, RALEIGH, NC, 27615
- Phone: 919-846-2324
- Latest filing: 2026-03-30
- Regulatory AUM: $114.8M
- Discretionary AUM: $500
- Non-discretionary AUM: $114.8M
- Clients: 9
- Accounts: 7

## Business model

- Compensation: % of AUM, Performance
- Clients served: Investment cos

## Officers, owners & control persons (21)

| Name | Role | Location |
| --- | --- | --- |
| David Brien Perkins | CHIEF EXECUTIVE OFFICER, CO-FOUNDER, CHIEF COMPLIANCE OFFICER, LIMITED PARTNER; MEMBER | RALEIGH, NC |
| Allison Caulaincourt Zollicoffer | CHIEF FINANCIAL OFFICER | — |
| Thomas Patrick Riegert | CHIEF INVESTMENT OFFICER | — |
| Michael Francis Lee | PRESIDENT OF DISTRIBUTION, LIMITED PARTNER | — |
| BROWN GLEN BARRY | MANAGING DIRECTOR OF BUSINESS STRATEGY | — |
| LEE JOHN FRANCIS | PRESIDENT OF DISTRIBUTION; PRESIDENT OF DISTRIBUTION, LIMITED PARTNER | — |
| PERKINS DAVID BRIEN | CEO; CHIEF EXECUTIVE OFFICER, CO-FOUNDER; CHIEF EXECUTIVE OFFICER, CO-FOUNDER, CHIEF COMPLIANCE OFFICER (+2 more) | — |
| FIELDS JAMES MICHAEL | COO | — |
| WOOLVERTON WILLIAM HENDERSON | CHIEF COMPLIANCE OFFICER | — |
| PYTLIK YVONNE I | CHIEF COMPLIANCE OFFICER | — |
| WORTHINGTON ROBERT LESLIE | PRESIDENT | — |
| CHICA ANDREW PAUL | CCO | — |
| BAKER ROBERT LANCE | CFO | — |
| SCHORSCH NICHOLAS SLOAN | CONTROL PERSON / SHAREHOLDER; MEMBER / CONTROL PERSON / SHAREHOLDER | — |
| MARSHALL CATHERINE LYNN | DIRECTOR OF OPERATIONS | — |
| HENNEN MICHAEL PATRICK | DIRECTOR OF INVESTMENT MANAGEMENT | — |
| DEANGELIS MARK JOSEPH | CCO | — |
| SHERBURNE JESSICA ROSENFELD | HEAD OF OPERATIONS | — |
| ZOLLICOFFER ALLISON CAULAINCOURT | CFO; CHIEF FINANCIAL OFFICER | — |
| RIEGERT THOMAS PATRICK | CHIEF INVESTMENT OFFICER; CHIEF INVESTMENT OFFICER, LIMITED PARTNER | — |
| CHICK-RENY BRITTNEY LYNN | DIRECTOR OF OPERATIONS; DIRECTOR OF OPERATIONS, LIMITED PARTNER | — |


## Disclosures (7)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2025-05-16 | civil | THIS IS A DERIVATIVE ACTION ALLEGING BREACHES OF FIDUCIARY DUTY, UNJUST ENRICHMENT, AND RELATED CLAIMS IN CONNECTION WITH THE MANAGEMENT OF A PRIVATE INVESTMENT FUND. | Pending | — |
| 2025-05-14 | civil | THIS IS A DERIVATIVE ACTION ALLEGING BREACHES OF FIDUCIARY DUTY, UNJUST ENRICHMENT, AND RELATED CLAIMS IN CONNECTION WITH THE MANAGEMENT OF A PRIVATE INVESTMENT FUND. | Final | — |
| 2024-12-06 | civil | PLAINTIFF ALLEGES BREACHES OF FIDUCIARY DUTY, BREACH OF CONTRACT, UNJUST ENRICHMENT, FRAUD, AND RELATED CLAIMS IN CONNECTION WITH THE MANAGEMENT AND OPERATION OF PRIVATE INVESTMENT FUNDS. | Pending | — |
| 2024-12-04 | civil | THIS IS A DERIVATIVE ACTION ALLEGING BREACHES OF FIDUCIARY DUTY AND RELATED CLAIMS IN CONNECTION WITH THE MANAGEMENT OF A PRIVATE INVESTMENT FUND. | Final | — |
| 2024-09-04 | civil | THIS IS A DERIVATIVE ACTION ALLEGING BREACHES OF FIDUCIARY DUTY AND RELATED CLAIMS IN CONNECTION WITH THE MANAGEMENT OF A PRIVATE INVESTMENT FUND. | Final | — |
| 2024-04-29 | civil | PLAINTIFF ALLEGES BREACHES OF FIDUCIARY DUTY, BREACH OF CONTRACT, AND FRAUD IN CONNECTION WITH THE MANAGEMENT AND OPERATION OF A PRIVATE INVESTMENT FUND, INCLUDING ACCESS TO BOOKS AND RECORDS. | Pending | — |
| 2024-04-17 | civil | PLAINTIFFS ALLEGE TORTIOUS INTERFERENCE WITH CONTRACTUAL AND UNITHOLDER VOTING RIGHTS IN CONNECTION WITH A FUND LIQUIDATION. | Pending | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/170628/brochure
- Similar advisers: https://search.stillhousedata.com/firm/170628/similar
- Related entities: https://search.stillhousedata.com/firm/170628/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/170628

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.