# Hatteras Investment Partners, LP

> Hatteras Investment Partners, LP is an SEC-registered investment advisory firm in Raleigh, NC, registered since 2014, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 9, 2026.

- CRD: 170628
- Filed as: HATTERAS INVESTMENT PARTNERS, LP
- Also doing business as: HATTERAS INVESTMENT PARTNERS, LP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Raleigh, NC
- Filing period: October 2026
- Form ADV filing dated: September 9, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/170628
- AdvisorCensus page: https://advisorcensus.com/firm/hatteras-investment-partners-lp-raleigh-nc-170628

## Quick answers

**How is Hatteras Investment Partners, LP compensated?**
On its Form ADV (Item 5.E, October 2026), Hatteras Investment Partners, LP reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Hatteras Investment Partners, LP located?**
Hatteras Investment Partners, LP's principal office is in Raleigh, NC, according to its Form ADV.

**Is Hatteras Investment Partners, LP registered with the SEC or a state?**
Hatteras Investment Partners, LP is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 170628.

**How much does Hatteras Investment Partners, LP manage?**
Hatteras Investment Partners, LP reports $114,765,846 in regulatory assets under management in its Form ADV filing dated September 9, 2026 (0% discretionary).

**How have Hatteras Investment Partners, LP's assets and staff changed since 2021?**
In the Form ADV data for Hatteras Investment Partners, LP: Regulatory assets under management: $380,172,510 in the October 2021 data and $114,765,846 in the October 2026 data, down 70%. Total employees: 13 in October 2021 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Hatteras Investment Partners, LP serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (4); other (2); investment companies (1).

**Which custodians does Hatteras Investment Partners, LP use?**
Hatteras Investment Partners, LP's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Beneficient as a custodian holding 10% or more of its separately managed account assets.

**Does Hatteras Investment Partners, LP report any disciplinary disclosures?**
Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.G (pending regulatory proceeding) and 11.H(2) (pending civil proceeding). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/170628

**What changed in Hatteras Investment Partners, LP's recent Form ADV filings?**
In the October 2026 filing data: Item 11 disclosure answers changed: 2 yes answers, previously 1 (now yes: 11.G).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Custodians (Schedule D, Section 5.K(3))
- Beneficient

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $114,765,846
- Discretionary: $500
- Non-discretionary: $114,765,346

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Investment companies | 1 | $100 |
| Pooled investment vehicles (other than investment companies and business development companies) | 4 | $400 |
| Other | 2 | $114,765,346 |

### Advisory services (Item 5.G)
- Portfolio management for investment companies (and business development companies)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2014 (12 years)
- Employees: 9 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NC
- Disclosures (Item 11): Reports 2 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.G: Is the firm or an advisory affiliate now the subject of a regulatory proceeding that could result in a yes answer to any part of 11.C, 11.D, or 11.E?
- 11.H(2): Is the firm or an advisory affiliate now the subject of a civil proceeding that could result in a yes answer to any part of 11.H(1)?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/170628

### Websites listed on Form ADV (Item 1.I)
- [hatterasinvestmentpartners.com](https://hatterasinvestmentpartners.com)
- LinkedIn @hatteras-investment-partners

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $380,172,510 | 13 | March 29, 2021 |
| October 2022 | $729,874,339 | 16 | August 3, 2022 |
| October 2023 | $669,648,238 | 19 | May 30, 2023 |
| October 2024 | $235,933,387 | 17 | September 24, 2024 |
| October 2025 | $187,768,848 | 12 | March 28, 2025 |
| October 2026 | $114,765,846 | 9 | September 9, 2026 |

Regulatory assets under management: $380,172,510 in the October 2021 data and $114,765,846 in the October 2026 data, down 70%.
Total employees: 13 in October 2021 and 9 in October 2026.

## Changes in the filing (last 12 months)

### October 2026
- Item 11 disclosure answers changed: 2 yes answers, previously 1 (now yes: 11.G).

### April 2026
- Item 11 disclosure answers changed: 1 yes answer, previously 0 (now yes: 11.H(2)).
- Employees performing advisory functions went from 3 to 2.
- Regulatory assets under management went from $187,768,848 to $114,765,846 (-39%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Hatteras Investment Partners, LP (CRD 170628): Form ADV filing data as of October 2026.