Hatteras Funds Overview

  • Year Founded
  • 2003

Year Founded

  • Status
  • Acquired/​Merged

  • Employees
  • 45

Employees

  • Latest Deal Type
  • M&A

  • Financing Rounds
  • 2

  • Investments
  • 15

Hatteras Funds General Information

Description

Owner and operator of financial investment firm. The company's services are primarily focused on managing equity and fixed income portfolios in United States.

Contact Information

Formerly Known As
Hatteras Funds, Llc, Scotland Acquisition, Llc
Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Corporate Office
  • 8510 Colonnade Center Drive
  • Suite 150
  • Raleigh, NC 27615
  • United States
+1 (888)
Primary Industry
Asset Management
Corporate Office
  • 8510 Colonnade Center Drive
  • Suite 150
  • Raleigh, NC 27615
  • United States
+1 (888)

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Hatteras Funds Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA
Post-Val Status Debt

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Hatteras Funds Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Owner and operator of financial investment firm. The company's services are primarily focused on managing equity and fix
Asset Management
Raleigh, NC
45 As of 2014

Newport Beach, CA
 

London, United Kingdom
 
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Hatteras Funds Competitors (18)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Pacific Investment Management Company Corporate Backed or Acquired Newport Beach, CA
Octopus Investments Corporation London, United Kingdom
Martin Currie Investment Management Private Equity-Backed Edinburgh, United Kingdom
Bridgewater Associates Corporation Westport, CT
Putnam Investments Corporate Backed or Acquired Kansas City, MO
You’re viewing 5 of 18 competitors. Get the full list »

Hatteras Funds Executive Team (35)

Name Title Board Seat
Allison Egner Director, Marketing & Client Service
Caron Brown Director of National Accounts
Bryan Lloyd Associate, Portfolio Management
David Perkins Co-Founder & Chief Executive Officer
Allison Zollicoffer Chief Financial Officer
You’re viewing 5 of 35 executive team members. Get the full list »

Hatteras Funds Signals

Growth Rate

Weekly
Growth
Weekly Growth

Size Multiple

Median
Size Multiple

Key Data Points

Similarweb Unique Visitors

Majestic Referring Domains

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Hatteras Funds Former Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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Hatteras Funds Investments & Acquisitions (15)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
Kollective 16-May-2016 Business/Productivity Software
KnowledgeTree 02-Oct-2014 Media and Information Services (B2B)
Lineagen 22-Nov-2013 Other Healthcare Technology Systems
GainSpan 21-Jun-2013 Application Specific Semiconductors
Aligned Data Centers 10-Jun-2013 Buyout/LBO Systems and Information Management
You’re viewing 5 of 15 investments and acquisitions. Get the full list »

Hatteras Funds FAQs

  • When was Hatteras Funds founded?

    Hatteras Funds was founded in 2003.

  • Who is the founder of Hatteras Funds?

    David Perkins and Mark Yusko are the founders of Hatteras Funds.

  • Who is the CEO of Hatteras Funds?

    David Perkins is the CEO of Hatteras Funds.

  • Where is Hatteras Funds headquartered?

    Hatteras Funds is headquartered in Raleigh, NC.

  • What is the size of Hatteras Funds?

    Hatteras Funds has 45 total employees.

  • What industry is Hatteras Funds in?

    Hatteras Funds’s primary industry is Asset Management.

  • Is Hatteras Funds a private or public company?

    Hatteras Funds is a Private company.

  • What is Hatteras Funds’s current revenue?

    The current revenue for Hatteras Funds is .

  • Who are Hatteras Funds’s investors?

    Aretec has invested in Hatteras Funds.

  • Who are Hatteras Funds’s competitors?

    Pacific Investment Management Company, Octopus Investments, Martin Currie Investment Management, Bridgewater Associates, and Putnam Investments are some of the 18 competitors of Hatteras Funds.

  • When was Hatteras Funds acquired?

    Hatteras Funds was acquired on 10-Nov-2015.

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