Hatteras Alternative Mutual Funds, LLC is a large advisory firm based in Raleigh. It manages $2.8 billion of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdiction of North Carolina.
Hatteras Alternative Mutual Funds provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Hatteras Alternative Mutual Funds, LLC is $2.8 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 958% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Hatteras Alternative Mutual Funds, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Lee William Schultheis has been acting as President since 1 Sep 2009. David Brien Perkins joined the executive team most recently as the Ceo/Managing Member.
The principal office where Hatteras Alternative Mutual Funds, LLC performs its advisory services is located at 8540 Colonnade Center Drive, Suite 401, Raleigh, NC 27615, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 919-846-2324 or by fax 919-846-3433. The normal business hours are 8:30 - 5:30 on Monday - Friday. You can find more information about the New York firm at www.hatterasmutualfunds.com.