Hatteras Funds, LP

Hatteras Funds, LP (CRD# 170628) is a financial advisory firm headquartered in Raleigh, NC. They manage $2,139,721,420 in 8 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,140
    MILLION
  • Total Number of Accounts
    8
    ACCOUNTS
  • Average Account Value
    $267,465,178
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NC

Financial Advisors at Hatteras Funds, LP
Showing 1 - 7 of 7 top financial advisors.
1
Andrew D. Zimmerman
CRD#: 4959855
6601 Six Forks Road, Suite 340, Raleigh, NC 27615
96
Wealthminder
score

Andrew Zimmerman (CRD# 4959855) is an Investment Advisor Representative working at Hatteras Funds, LP in Raleigh, NC and has over 11 years of experience in the finance industry. Andrew Zimmerman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Matthew M. Hurd
CRD#: 4355721
Bolton, MA
93
Wealthminder
score

Matthew Hurd (CRD# 4355721) is an Investment Advisor Representative working at Hatteras Funds, LP in Bolton, MA and has over 15 years of experience in the finance industry.

3
Jeffrey M. Orlando
CRD#: 2370766
6601 Six Forks Road, Suite 340, Raleigh, NC 27615
93
Wealthminder
score

Jeffrey Orlando (CRD# 2370766) is an Investment Advisor Representative working at Hatteras Funds, LP in Raleigh, NC and has over 22 years of experience in the finance industry.

4
Julie M. Cavanagh
CRD#: 6451016
6601 Six Forks Road, Suite 340, Raleigh, NC 27615
88
Wealthminder
score

Julie Cavanagh (CRD# 6451016) is an Investment Advisor Representative working at Hatteras Funds, LP in Raleigh, NC and has 1 year of experience in the finance industry.

5
David M. Wahlen
CRD#: 6437338
6601 Six Forks Road, Suite 340, Raleigh, NC 27615
87
Wealthminder
score

David Wahlen (CRD# 6437338) is an Investment Advisor Representative working at Hatteras Funds, LP in Raleigh, NC and has 1 year of experience in the finance industry.

6
David B. Perkins
CRD#: 1824251
6601 Six Forks Road, Suite 340, Raleigh, NC 27615
83
Wealthminder
score

David Perkins (CRD# 1824251) is an Investment Advisor Representative working at Hatteras Funds, LP in Raleigh, NC and has over 28 years of experience in the finance industry.

7
Michael F. Lee
CRD#: 5678514
6601 Six Forks Road, Suite 340, Raleigh, NC 27615
73
Wealthminder
score

Michael Lee (CRD# 5678514) is an Investment Advisor Representative working at Hatteras Funds, LP in Raleigh, NC and has over 7 years of experience in the finance industry.

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