Hatteras Investment Partners, LP
Hatteras Investment Partners helps RIAs, Family Offices, and Investment Consultants differentiate themselves from competitors to reach more qualified clients.
In the firm's own words, from its website.
10 additional team members, 19 events, 1 verified contact (1 firm phone)
Every relationship, signal and contact on this record, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Nothing material in the last 180 days.
People to know
View all people- Chief Investment OfficerWhy: Chief investment officer: owns the allocation decisionNo route on file yet
- President Of Distribution, Limited PartnerWhy: Runs the firm (chief executive or president)No route on file yet
- MemberWhy: Named with investment responsibilityNo route on file yet
Relationship network
6 connected entities
From financing rounds and every investor named in them, Form ADV and Form D filings, the firm's funds and team, and disclosed LP commitments in the venture capital graph. A round's amount is the size of the round, not money that moved between two investors.
Some relationships on this record are counted rather than named here. They open with the full profile.
Click any name or line for the rounds and sources behind it. Line weight is rounds together; dashed lines are inferred.
- Fund or vehicle
- Person
›How strength and recency are read
Co-investors are read from the rounds: three or more shared rounds is a strong observed relationship, two a repeat co-investor, one a single round. Funds and people are structural. Nothing is scored that a reader cannot check.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
How am I connected?
Name your firm, a company or a person, and DFX finds the published routes to Hatteras Investment Partners, LP: a shared portfolio company or board, a prior employer, a co-investor, a shared LP or service provider. Every step is a filed or published record with its source; none is a guess about who knows whom.
See how you connect to Hatteras Investment Partners, LP
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Investing
0 companies on record, 0 new in 12 months
Investments on record
What these amounts mean“This investor” is the amount disclosed for this investor alone; it is unknown unless a source said it. The round size is the whole round.Acquired, Public, Exited and Active are what the firm’s own portfolio card says, read on the date shown when you hover the chip; they are not deal dates. A company with no chip is one whose card states no outcome: DFX does not assume it is active.Stated thesis versus observed behaviour
- 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
Team
9 current, 9 departed
Decision makers
- Thomas Patrick Riegert · Chief Investment OfficerWhy this person: Chief investment officer: owns the allocation decision; Named with investment responsibility
- Michael Francis Lee · President Of Distribution, Limited PartnerWhy this person: Runs the firm (chief executive or president); Named with investment responsibility
Ranked by the role the firm or its filing states, a route on file and deals led. Every reason is read from the record, never inferred. Routes are published by the person or the firm (their bio, the team page or a filing) and are revealed on a plan; data bought from a provider is never shown, and a route printed at a firm the person has since left is held back.
Investment team
How the team is orderedPartners who lead rounds first (rounds led, then deals attributed, then seniority), then the rest of the investment team, then investor relations, finance and operations. A person named by two sources under two spellings is shown once.- Chief Investment Officer
- Member
- President Of Distribution, Limited Partner
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
Contacts
1 firm phone on record, each with its source. Values open with the complete profile.
Funds and LPs
0 vehicles, 0 LPs disclosed
Funds and vehicles
What these amounts meanGAV 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.| 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 |
Limited partners
Known LPs and allocators
What these amounts and dates areEach commitment is counted once across the pension tape and the allocator graph. A commitment date prints only when the source printed one; otherwise the row carries the report date. A foundation’s 990-PF line is a holding at fair value, never a commitment. Rows without a fund on the venture graph are commitments to this manager.Relationships across DFX
0 co-investors · on 3 other DFX graphs
Co-investors
Across DFX and the capital chainon 3 other DFX graphs ShowHide
- Sponsor-market profile (matched by same CRD)
- The same institution is held on Private Equity, RIA and Wealth, Independent Sponsors, matched by identifier. See which records
Hatteras Investment Partners, LP is the same institution as 3 records in Private Equity, RIA and Wealth and Independent Sponsors.
DFX found 3 relationships across 3 datasets
Which record it is in each graph, what it is called there, and how the two were matched.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Checking your plan…
Evidence and history
24 dated events, 70 observations from 3 sources
Timeline
- seen on or beforeSep 24, 2026Hatteras Investment Partners, LP: PE_WITH_VENTURE_ACTIVITY -> CANDIDATE_VC (no sworn venture fact yet (name or round mention only))Classification changedClassificationInference
- 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, LP
- 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
Identity and regulatory footprint
Address, phone, Form ADV filing and ownersForm ADV filed Sep 9, 2026 · 4 private fundsShowHide
- Headquarters
- Raleigh, NCadviserinfo.sec.gov
- Office address
- unknownadviserinfo.sec.gov
- Business phone
- unknownadviserinfo.sec.gov
- Website
- HATTERASFUNDS.COM
- SEC adviser type
- Registered investment adviseradviserinfo.sec.gov
- SEC exemption claimed
- unknown
- Latest Form ADV
- Sep 9, 2026
- Private funds reported
- 4 (0 venture capital funds)adviserinfo.sec.gov
- Private fund gross assets, adviser total
- $400adviserinfo.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), owns under 5%
Classification history
Classification history
Every classification this record has carried2 on recordShowHide
- Sep 24, 2026Candidate (candidate, 50%)No sworn venture fact yet (name or round mention only)
- Sep 12, 2026Private equity with venture activity (probable, 75%)Registered adviser; venture funds are 17% of 4 private funds
Evidence
Every observation behind this profile, with its source, date and class
| Fact | Value | Effective | Class | Source |
|---|---|---|---|---|
| SEC adviser type | Registered investment adviser | Sep 9, 2026 | Fact | Form ADV |
| SEC adviser type | Registered investment adviser | Sep 24, 2024 | Fact | Form ADV |
| First Form ADV filing | 2014-03-03 | Sep 9, 2026 | Fact | Form ADV |
| First Form ADV filing | 2014-03-03 | Sep 24, 2024 | Fact | Form ADV |
| Adv history loaded | adv-hist-1+panel:2026-09-30 | Oct 1, 2026 | Fact | Form ADV |
| Adv history loaded | adv-hist-1+panel:2026-09-29 | Sep 30, 2026 | Fact | Form ADV |
| Adv history loaded | adv-hist-1+panel:2026-09-25 | Sep 26, 2026 | Fact | Form ADV |
| Adv history loaded | adv-hist-1+panel:2026-09-23 | Sep 24, 2026 | Fact | Form ADV |
| Adv history loaded | adv-hist-1+panel:2026-09-21 | Sep 23, 2026 | Fact | Form ADV |
| Adv history loaded | adv-hist-1+panel:2026-09-22 | Sep 23, 2026 | Fact | Form ADV |
| Adv history loaded | adv-hist-1 | Sep 12, 2026 | Fact | Form ADV |
| Latest Form ADV filing | 2026-09-09 | Sep 9, 2026 | Fact | Form ADV |
| Latest Form ADV filing | 2024-09-24 | Sep 24, 2024 | Fact | Form ADV |
| Venture share of reported funds | 0 | Sep 9, 2026 | Fact | Form ADV |
| Venture share of reported funds | 0 | Sep 24, 2024 | Fact | Form ADV |
| Business phone | Sep 24, 2024 | Fact | Form ADV | |
| Description | Sep 16, 2026 | Fact | ||
| Description | Sep 13, 2026 | Fact | ||
| Employees | 17 | Sep 24, 2024 | Fact | Form ADV |
| Headquarters | Raleigh, NC | Sep 24, 2024 | Fact | Form ADV |
| Office address | Sep 24, 2024 | Fact | Form ADV | |
| Private funds reported | 4 | Sep 9, 2026 | Fact | Form ADV |
| Private funds reported | 4 | Sep 24, 2024 | Fact | Form ADV |
| Private fund gross assets (reported) | $400 | Sep 9, 2026 | Fact | Form ADV |
| Private fund gross assets (reported) | $4.1M | Sep 24, 2024 | Fact | Form ADV |
| Regulatory AUM (adviser, not fund size) | $236M | Sep 24, 2024 | Fact | Form ADV |
| Venture funds reported | 0 | Sep 9, 2026 | Fact | Form ADV |
| Venture funds reported | 0 | Sep 24, 2024 | Fact | Form ADV |
| Website | Sep 24, 2024 | Fact | Form ADV | |
| Website resolved domain | hatterasinvestmentpartners.com | Sep 16, 2026 | Fact | |
| Website resolved domain | hatterasinvestmentpartners.com | Sep 14, 2026 | Fact | |
| Site title | Sep 16, 2026 | Fact | ||
| Site title | Sep 13, 2026 | Fact |
How this is scored
Scores, classification basis and filing advisersCandidate, candidate · 2 filing advisers share this firmShowHide
No sworn venture fact yet (name or round mention only)
One of 2 advisers that share hatterasfunds.com; the firm is Hatteras Investment Partners. 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.
- importance
- gav: 0 · funds: 0 · people: 0.12 · investments: 0 · scale basis: Venture-typed funds only (Candidate): 0 funds, $0M of $0M reported · co investors: 0
- active deployment
- investments 12m: 0 · fund raising 18m: 0 · people joined 12m: 0 · vintage within 3y: 0 · latest investment at: not scored
- emerging manager
- fund count: 1 · reported gav: $400 · first adv filing: 2014-03-03 · years since first filing: 12.6
Fits, record history and connections
scored matches for this investor, every identity change, every edge
Record history
- Grouped with firm2026-09-24
- Organization classification changed2026-09-24
- Adviser's first ADV filing2014-03-03source on record
The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.
Not yet on record: new companies, 12 mo.