Unclaimed Profile

Jessica Rosenfeld Sherburne

HATTERAS FUNDS, LP·RALEIGH, North Carolina

SIE, Series 7, Series 63, Series 65Clean record4 years registeredHATTERAS FUNDS, LP

8510 COLONNADE CENTER DRIVE, RALEIGH, NC 27615CRD# 3023999Firm CRD# 170628

Profile Verification

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

Identity

Jessica Rosenfeld Sherburne · RALEIGH, NC

Registration

CRD #3023999 · HATTERAS FUNDS, LP · 4 years registered

Brand Profile

Not yet started

Career History

TRIANGLE WEALTH MANAGEMENT

Jan 2022 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · January 20, 2022

Years registered · 4

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

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

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Frequently Asked Questions

What services does Jessica Rosenfeld Sherburne offer?

Jessica Rosenfeld Sherburne specializes in Investment Management, Retirement Planning. Contact their office in RALEIGH, North Carolina for a consultation.

What are Jessica Rosenfeld Sherburne's credentials?

Jessica Rosenfeld Sherburne is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jessica Rosenfeld Sherburne located?

Jessica Rosenfeld Sherburne is based in RALEIGH, North Carolina, working with HATTERAS FUNDS, LP. Their office serves clients in the RALEIGH metropolitan area and surrounding communities.

How does Jessica Rosenfeld Sherburne charge for services?

Jessica Rosenfeld Sherburne'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 FUNDS, LP?

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

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