Alternative Investment Loss Recovery Law Firm

Shepherd Smith Edwards and Kantas Alternative Investment Loss Recovery Law Firm Investigates Hatteras Fund Losses

Unsuitable Investment Recommendations May Have Been Made By Allegedly Negligent Financial Advisors

If you are someone who lost money in a Hatteras Investment Partners Fund, you may be able to pursue damages from your broker-dealer if financial advisor misconduct or negligence was involved. Here are the Hatteras Funds that Shepherd Smith Edwards and Kantas Alternative Investment Loss Recovery Law Firm (investorlawyers.com) is investigating brokers over:

• Hatteras Core Alternatives Fund
• Hatteras Core Alternatives TEI Institutional Fund
• Hatteras Core Alternatives TEI Fund
• Hatteras Core Institutional Fund

These alternative investments are unsuitable for many inexperienced, low-risk retail investors. A few years ago, Hatteras sold these Funds to The Beneficient Company Group, a company that has ties to GWG Holdings through chairman Brad Heppner. GWG is now accused of running a more than $1.6B Ponzi scam.

Since the sale of the Funds, there are claims that Hatteras investors may have lost up to 95% of their principal investments. Meanwhile, these investors paid high commissions to their financial advisors. In some instances, some may have paid two layers of fees, including at the fund level and the underlying level.

Hatteras investors have since filed a class action securities claim accusing the company’s directors of breach of fiduciary duty. However, with most class action litigation, financial recovery for plaintiffs can be negligible. This is why it is so important that you explore your legal options and determine whether you have grounds for your own alternative investment loss recovery claim.

Skilled Alternative Investment Loss Recovery Law Firm

For more than thirty years, Shepherd Smith Edwards and Kantas Alternative Investment Loss Recovery Law Firm has represented retail investors, retirees, seniors, accredited investors, high-net-worth individual investors, and institutional investors against broker-dealers and investment advisers. With many locations throughout the United States, we serve both clients nationally and internationally against US-based firms.

We understand the complex nature of alternative investments and how broker negligence or misconduct can play a part in causing unnecessary losses through unsuitable investment recommendations, overconcentration, churning, selling away, misrepresentations and omissions, negligence, gross negligence, failure to supervise, breach of fiduciary duty, due diligence failures, and more.

To assess whether you have grounds for pursuing damages, a seasoned Hatteras fund loss lawyer will have to look at any prior investing experience, your investment goals and focus, what information was provided to you by your broker, what happened to your investments, the activity in your account, and the total losses you incurred.

Contact Our Alternative Investment Fraud Law Firm

Over the years, more than 90% of investors we have worked with received full or partial financial recovery. We have represented thousands of clients in arbitration, mediation, and litigation. With over a century’s worth of combined experience in securities law and the securities industry, our Hatteras fund fraud attorneys know how to determine whether you should pursue a claim for damages against your broker-dealer or investment adviser.

Already, we are representing many investors who suffered losses in GWG L Bonds. GWG Chairman Brad Heppner is accused of using $350M of L Bond sales to bankroll Beneficient, which he founded. If we decide to work together, know that you will be retaining a legal team that is highly knowledgeable about both L Bonds and the Hatteras Funds, as well as the role that financial advisor fraud or negligence may have played.

Call our alternative investment loss attorneys at (800) 259-9010 or fill out this form.