Hatteras Capital Distributors, LLC

Broker-DealerFINRA MemberEst. 2007
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 a limited liability company registered with the SEC in 2007 and classified by FINTRX as a fund distributor rather than an investment manager or capital allocator. The firm is listed as a domestic entity/individual owner type. FINTRX flags indicate the firm does not act as a capital allocator and is not identified as an active ESG investor; it is also not registered as a multi-state or newly formed adviser and is not listed as a pension consultant or related adviser. As a fund distributor, the firm's primary role is placement and distribution of investment funds rather than providing discretionary portfolio management or operating as a traditional RIA.

Assets & Accounts

Location & Offices

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

    Registered RepresentativeCRD 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