David Perkins
David Perkins is a registered investment advisor at Hatteras Investment Partners, LP, based in Raleigh, NC, with 37 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 7 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Hatteras Investment Partners manages various funds and charges management fees, administration fees, and servicing fees, as well as performance allocations (incentive fees) depending on the fund. These fees are paid by the funds, not directly by individual investors. Hatteras does not provide advisory services directly to individuals.
Location
8510 Colonnade Center Drive, Suite 150, Raleigh, NC, 27615
Get directionsHistory
Regulatory History (7)
Customer Dispute
May 2025Customer Dispute
May 2025Customer Dispute
May 2025Customer Dispute
December 2024Customer Dispute
December 2024Customer Dispute
September 2024Customer Dispute
February 2002Other Business Activities
David is the CEO of Hatteras Funds, LLC, a registered investment advisor, and Hatteras Capital Distributors. He also dedicates minimal time to Foster Family Holdings, LLC, a grape harvesting business.
Employment History
Current Registrations
Hatteras Investment Partners, LP
Hatteras Capital Distributors, LLCBroker
Previous Registrations
Hatteras Funds, LP
Hatteras Investment Partners LLC
Captrust Financial Advisors
Captrust Financial AdvisorsBroker
Wachovia Securities Financial Network, LLC
Wachovia Securities Financial Network, LLCBroker
Captrust Financial Advisors
Captrust Financial Advisors, LLCBroker
Interstate/johnson Lane CorporationBroker
F.N. Wolf & CO., INC.Broker
State Registrations53 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.