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Hatteras Investments LLC (Alexandria)


Hatteras Investments LLC is a large advisory firm based in Alexandria. It manages $35.74 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2006.

Hatteras Investments provides market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Hatteras Investments: assets under management

The assets under management (AUM) of Hatteras Investments LLC is $35.74 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $35.74 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $8.93 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Hatteras Investments LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Alexandria

The principal office where Hatteras Investments LLC performs its advisory services is located at 625 Slaters Lane, Alexandria, VA 22314 1176, 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 703-535-6900 or by fax 703-535-5930. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday.


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