HATTERAS INVESTMENT PARTNERS, LP of RALEIGH, NC is an SEC-registered investment adviser (CRD 170628). Regulatory assets under management: $114.8M.
Compensation: % of AUM, Performance.
Clients served: Investment cos.
| 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 | — |
| 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 | — |