Hatteras Capital Distributors, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
7
Avg account
$0

Firm details

Headquarters
Raleigh, North Carolina
CRD number
143365
Registered since
June 20, 2007

Firm profile

FINTRX

Overview

Hatteras Capital Distributors, LLC is structured as a limited liability company and is identified in FINTRX as a fund distributor rather than an investment manager. The record shows mixed ownership characteristics (domestic entity and individual ownership). The firm’s profile indicates it operates in a distribution capacity — placing or distributing pooled investment products — instead of acting as a capital allocator or providing portfolio-management services. The firm’s FINTRX snapshot flags several administrative attributes: it is not identified as an ESG-active investor, not a multi-state adviser, not newly formed, and it is not listed as a pension consultant or related adviser. Those flags, together with the “fund distributor” classification, suggest its primary business activity is product distribution and related support rather than direct advisory or discretionary investment management.

Assets & Accounts

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • David Perkins

    David Perkins

    Chief Executive Officer & Co-FounderCRD 1824251

Contacts

3 of 6
  • Kevin Masters

    FinOpCRD 2730013

  • Michael Lee

    Michael Lee

    PartnerCRD 5678514

  • Preston Waldrop

    Preston Waldrop

    Regional DirectorCRD 7401316

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Raleigh, NC

Wake

Location

Raleigh, NC

Headquartered in Raleigh, NC, anchoring the Raleigh-Durham-Cary, NC metro in the South.

Metro area
Raleigh-Durham-Cary, NC
Region
South
County
Wake
Address
8537 Six Forks Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth