About Us

Hatteras Funds provides unique private investment solutions for Financial Advisors and their Clients. We help our clients build better portfolios.  We believe that all investors should have access to the same sophisticated investment approach and superior portfolio management talent as the largest institutions. As a boutique alternative investment firm founded in 2003, we offer a suite of innovative products designed to help Financial Advisors allocate to private investments.

A Message From Our Founder

David B Perkins Profile

David B. Perkins
Founder and Chief Executive Officer

How badly do you want something? Do you want it so badly you’ll overcome any obstacle that might keep you from your goal?

As a financial advisor, my goal was to find a solution. The question that kept me up at night was how could I put together a program that would allow my clients to invest in the same strategies and managers utilized by the largest endowments and institutions?

I’m an intense and passionate guy. I don't like to accept the status quo without searching for something better.

Alternatives like hedge funds and fund of hedge funds were widely available. But in order to construct an efficient, highly diversified, institutional-quality portfolio that mirrored the university endowment model, we had to find a way to add private equity to the mix.

Everywhere I turned the reaction was the same: “Can’t be done.”

Instead of listening to the naysayers, we rolled up our sleeves and focused on making it happen. Not by doing the same old, same old, but by bringing a different perspective to the table. We focused on finding a breach in the system.  It always starts with listening to Advisors.

Having been on that side, understanding the difficulties Advisors had in implementing alternatives, led us to simplify and streamline the process. In removing barriers to entry, our focus is on solutions, not product. For that reason, I like to think that Advisors who know alternatives, know Hatteras.

We are committed to helping you produce better outcomes. Your understanding of asset allocation and alternatives puts you in the unique position to advise clients with confidence.

When you partner with us, you should feel like you’re our only client. If you don’t, you should fire us. It may seem glib, but it drives us.

Our entire organization, including me, is here to work with you to help build the trust that’s so important to your practice. We are dedicated to serving Advisors through identifying and providing solutions.