DFX Intelligence
Venture Capital Intelligence
Firms, funds, partners, companies and rounds from sworn filings, firm sites and announcements, kept as a graph with a date and a source on every edge. Facts, inferences and estimates are labelled as such. A fund target is never a close, GAV is never dry powder, and a round size is never an investor’s check.
Firms / Hatteras Investment Partners, LP
Hatteras Investment Partners, LP
Private equity with venture activity · probableRaleigh, NChatterasfunds.comSEC registered investment adviserone firm, 2 filing advisers
This firm files as 2 advisers on hatterasfunds.com: Hatteras Capital Investment Management, LLC. Each keeps its own CRD, funds and filings; the grouping is the website each swore to on Form ADV and is recomputed every pass.
Hatteras Investment Partners helps RIAs, Family Offices, and Investment Consultants differentiate themselves from competitors to reach more qualified clients.
registered adviser; venture funds are 17% of 4 private funds
Importance
3
low
Active deployment
0
low
Emerging
0
low
Completeness
56
elevated
Freshness
100
high
Research priority
1
low
Identity and regulatory footprint
- Headquarters
- Raleigh, NCadviserinfo.sec.gov
- Office address
- 8510 COLONNADE CENTER DRIVE, SUITE 150, Raleigh, NC, 27615adviserinfo.sec.gov
- Business phone
- 919-846-2324adviserinfo.sec.gov
- Website
- HTTP://WWW.HATTERASFUNDS.COM
- SEC adviser type
- registered investment adviseradviserinfo.sec.gov
- SEC exemption claimed
- unknown
- Latest Form ADV
- Sep 24, 2024
- Private funds reported
- 4 (0 venture capital funds)adviserinfo.sec.gov
- Private fund gross assets
- $4.1Madviserinfo.sec.govreported GAV of the funds, the adviser's own number; not fund size, not dry powder
- Regulatory AUM
- $236Mthe adviser's RAUM, a regulatory measure, never a fund size
- Employees
- 17
- Owners on Schedule A
- HGP Management, LLC (General Partner), NA
- business phone
- 919-846-2324adviserinfo.sec.govpublished by the subject
Stated thesis versus observed behaviour
no observed deals yet
Stated (the firm’s website)
- Sectors
- not stated or not yet read
- Stages
- not stated or not yet read
- Geography
- not stated
- Check size
- not stated; DFX does not estimate checks from round sizes
Observed (from deals on record)
Stage at participation: no observed deals yet
Stage at first entry: no observed deals yet
Sectors: no observed deals yet
lead rate n/afollow-on rate n/anew logos, 12 months 0
Funds and vehicles
0 reported, 1 no longer reported
| Vehicle | Type | Vintage | Lifecycle | Reported GAV | Owners | Form D sold | Latest Form D |
|---|---|---|---|---|---|---|---|
| Hatteras Late Stage Vc Fund I, L.P. | Growth fund | 2014 adv first reported | Wound down | $2.3M Nov 3, 2020 | 32 | unknown | unknown |
GAV is the gross asset value the adviser reported on Form ADV for the vehicle, never the fund’s committed size and never dry powder. Form D sold is the amount sold as of the latest filing, never a final close.
Investment team
5 current, 11 departed
David Brien Perkins
PartnerMember · since Jan 1, 2016
Michael Francis Lee
PartnerPresident Of Distribution, Limited Partner · since Jan 1, 2023
Thomas Patrick Riegert
PartnerChief Investment Officer · since Mar 1, 2020
Allison Caulaincourt Zollicoffer
Platform and operationsChief Financial Officer · since Jan 1, 2019
Brittney Lynn Marshall
Platform and operationsDirector Of Operations · since Sep 1, 2019
11 departed (kept with end dates)
- Robert Leslie Worthington · President · Mar 1, 2014 to Mar 2, 2016 Inference
- Nicholas Sloan Schorsch · Member / Control Person / Shareholder · Feb 1, 2014 to Mar 2, 2016 Inference
- Robert Barry Brown · Managing Director Of Business Strategy · Apr 1, 2017 to Mar 30, 2020 Inference
- Andrew Paul Chica · Cco · Mar 1, 2014 to Nov 3, 2020 Inference
- James Michael Fields · Coo · Mar 1, 2014 to Apr 22, 2016 Inference
- Jessica Rosenfeld Sherburne · Head Of Operations · Jan 1, 2018 to Oct 11, 2019 Inference
- Mark Joseph Deangelis · Cco · Nov 1, 2020 to Oct 11, 2021 Inference
- Robert Lance Baker · Cfo · Mar 1, 2014 to Nov 5, 2018 Inference
- William Henderson Woolverton · Chief Compliance Officer · May 1, 2021 to Nov 29, 2022 Inference
- Yvonne I Pytlik · Chief Compliance Officer · Oct 1, 2022 to May 9, 2024 Inference
- Michael Patrick Hennen · Director Of Investment Management · Jun 1, 2016 to Mar 30, 2020 Inference
Investments on record
0 edges, 0 companies, 0 partner-attributed
No investment on record yet. Edges arrive from the firm’s portfolio page, financing announcements, and Form D board seats.
Co-investors
0 relationships from shared deals, counted for the whole firm
No co-investor relationship yet: these are derived only from rounds and portfolio listings the graph has seen both investors on.
Limited partners
0 disclosed
No LP commitment on record. An LP edge needs a public disclosure with a quote: a pension report (see Limited partners for the plans read), a fund announcement naming the LP, or a Form ADV owner. The fund page carries the LP’s reported performance.
Timeline
23 dated events
- May 9, 2024Yvonne I Pytlik (Chief Compliance Officer) no longer on Schedule A of Hatteras Investment Partners, LP
- Mar 28, 2024Hatteras Late Stage Vc Fund I, L.P. no longer reported on Form ADV by Hatteras Investment Partners, LPFund no longer reportedFundsInferenceHatteras Late Stage Vc Fund I, L.P.SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Jan 1, 2023Michael Francis Lee joined Schedule A of Hatteras Investment Partners, LP as President Of Distribution
- Nov 29, 2022William Henderson Woolverton (Chief Compliance Officer) no longer on Schedule A of Tailwind Investment Partners, LP
- Oct 1, 2022Yvonne I Pytlik joined Schedule A of Tailwind Investment Partners, LP as Chief Compliance Officer
- Oct 11, 2021Mark Joseph Deangelis (Cco) no longer on Schedule A of Hatteras Investment Partners
- May 1, 2021William Henderson Woolverton joined Schedule A of Hatteras Investment Partners as Chief Compliance Officer
- Nov 3, 2020Andrew Paul Chica (Cco) no longer on Schedule A of Hatteras Investment Partners
- Nov 1, 2020Mark Joseph Deangelis joined Schedule A of Hatteras Investment Partners as Cco
- Mar 30, 2020Robert Barry Brown (Managing Director Of Business Strategy) no longer on Schedule A of Hatteras Funds, LP
- Mar 30, 2020Michael Patrick Hennen (Director Of Investment Management) no longer on Schedule A of Hatteras Funds, LP
- Mar 1, 2020Thomas Patrick Riegert joined Schedule A of Hatteras Investment Partners as Chief Investment Officer
- Oct 11, 2019Jessica Rosenfeld Sherburne (Head Of Operations) no longer on Schedule A of Hatteras Funds, LP
- Sep 1, 2019Brittney Lynn Marshall joined Schedule A of Hatteras Investment Partners as Director Of Operations
- Jan 1, 2019Allison Caulaincourt Zollicoffer joined Schedule A of Hatteras Funds, LP as Cfo
- Nov 5, 2018Robert Lance Baker (Cfo) no longer on Schedule A of Hatteras Funds, LP
- Jan 1, 2018Jessica Rosenfeld Sherburne joined Schedule A of Hatteras Funds, LP as Head Of Operations
- Apr 1, 2017Robert Barry Brown joined Schedule A of Hatteras Funds, LP as Managing Director Of Business Strategy
- Jun 1, 2016Michael Patrick Hennen joined Schedule A of Hatteras Funds, LP as Director Of Investment Management
- Apr 22, 2016James Michael Fields (Coo) no longer on Schedule A of Hatteras Funds, LP
- Mar 2, 2016Robert Leslie Worthington (President) no longer on Schedule A of Hatteras Funds, LLC
- Mar 2, 2016Nicholas Sloan Schorsch (Member / Control Person / Shareholder) no longer on Schedule A of Hatteras Funds, LLC
- Mar 3, 2014Hatteras Fund Advisers LLC first filed Form ADV (IA)First SEC adviser filingOrganizationFactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Classification history
- Sep 12, 2026Private equity with venture activity (probable, 75%, cls-1)registered adviser; venture funds are 17% of 4 private funds
Evidence
57 observations from 2 sources