Unclaimed Profile

David Brien Perkins

HATTERAS INVESTMENT PARTNERS, LP·RALEIGH, North Carolina

SIE, Series 7, Series 24, Series 63, Series 6528 years registeredHATTERAS INVESTMENT PARTNERS, LP

8510 COLONNADE CENTER DRIVE, RALEIGH, NC 27615CRD# 1824251Firm CRD# 170628

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David Brien Perkins · RALEIGH, NC

Registration

CRD #1824251 · HATTERAS INVESTMENT PARTNERS, LP · 28 years registered

Brand Profile

Not yet started

Career History

HATTERAS INVESTMENT PARTNERS, LP

Jan 2018 – present

HATTERAS FUNDS, LP

Jul 2014 – Dec 2017

RALEIGH, NC

HATTERAS INVESTMENT PARTNERS LLC

Feb 2008 – Jul 2014

RALEIGH, NC

CAPTRUST FINANCIAL ADVISORS

Oct 2003 – Feb 2007

RALEIGH, NC

WACHOVIA SECURITIES FINANCIAL NETWORK, LLC

Jun 2002 – Oct 2003

RALEIGH, NC

CAPTRUST FINANCIAL ADVISORS

Oct 1997 – Jun 2002

RALEIGH, NC

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · October 1, 1997

Years registered · 28

Disclosure History

2025Customer Dispute·Pending

2025Customer Dispute·Withdrawn

2024Customer Dispute·Closed-No Action

2024Customer Dispute·Pending

2002Customer Dispute·Denied

8 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

HATTERAS INVESTMENT PARTNERS, LP

CRD 170628 · SEC 801-79326

AUM

$236M

Regulatory assets under management

Employees

7 client accounts

Services offered by HATTERAS INVESTMENT PARTNERS, LP

Per Form ADV

Portfolio management (pooled investments)

Pension consulting

Client types served by the firm

Per Form ADV

Institutional Investors

Pension & Retirement Plans

View all advisors at HATTERAS INVESTMENT PARTNERS, LP →

Introduction

Speak with David

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if David is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in RALEIGH?

Browse all registered financial advisors in RALEIGH, North Carolina or claim this profile if it's yours.

Browse RALEIGH Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does David Brien Perkins offer?

David Brien Perkins specializes in Investment Management, Retirement Planning. Contact their office in RALEIGH, North Carolina for a consultation.

What are David Brien Perkins's credentials?

David Brien Perkins is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Brien Perkins located?

David Brien Perkins is based in RALEIGH, North Carolina, working with HATTERAS INVESTMENT PARTNERS, LP. Their office serves clients in the RALEIGH metropolitan area and surrounding communities.

How does David Brien Perkins charge for services?

David Brien Perkins's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HATTERAS INVESTMENT PARTNERS, LP?

HATTERAS INVESTMENT PARTNERS, LP has approximately 17 employees and manages $236M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →