Unclaimed Profile

Michael Francis Lee

HATTERAS INVESTMENT PARTNERS, LP·RALEIGH, North Carolina

SIE, Series 7, Series 6616 years registeredHATTERAS INVESTMENT PARTNERS, LP

8510 COLONNADE CENTER DRIVE, RALEIGH, NC 27615CRD# 5678514Firm CRD# 170628

Profile Verification

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

Identity

Michael Francis Lee · RALEIGH, NC

Registration

CRD #5678514 · HATTERAS INVESTMENT PARTNERS, LP · 16 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: HATTERAS INVESTMENT PARTNERS, LP

HATTERAS FUNDS, LP

Jan 2018 – Mar 2019

RALEIGH, NC

HATTERAS FUNDS, LP

Jul 2015 – Dec 2017

RALEIGH, NC

HATTERAS FUNDS, LLC

Aug 2014 – Aug 2014

RALEIGH, NC

HATTERAS INVESTMENT PARTNERS LLC

Jan 2010 – Jul 2014

RALEIGH, NC

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · January 13, 2010

Years registered · 16

Disclosure History

2004Criminal·Final Disposition

1 disclosure event 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

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Frequently Asked Questions

What services does Michael Francis Lee offer?

Michael Francis Lee specializes in Investment Management, Retirement Planning.

What are Michael Francis Lee's credentials?

Michael Francis Lee is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michael Francis Lee located?

Michael Francis Lee is based in RALEIGH, North Carolina, last registered with HATTERAS INVESTMENT PARTNERS, LP.

How does Michael Francis Lee charge for services?

Michael Francis Lee'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.

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