HPE CAPITAL MANAGEMENT II, LLC
Firm details
- Headquarters
- CINCINNATI, Ohio
- CRD number
- 283607
- Registered since
- July 29, 2019
- Website
- www.hauserprivateequity.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
HPE Capital Management II, LLC is a privately held limited liability company that registered with the SEC in 2019 and operates as an adviser to pooled investment vehicles. The firm is structured and positioned as a private equity fund manager serving institutional clients rather than retail investors. Its stated advisory activity centers on portfolio management for pooled vehicles, and it typically acts as sponsor, general partner and managing member for the funds it advises. Fee arrangements combine a percentage-of-AUM charge with performance-based fees, reflecting a typical private fund compensation model. The firm does not present itself as a capital allocator and is not identified as an active ESG investor. It is not a multi-state adviser and is owned by an individual.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1PHILIP RIOLA
Chief Compliance OfficerCRD 7241920
Contacts
2 of 2MARK HAUSER
Managing PartnerCRD 1108603
PAUL SWANSON
Managing PartnerCRD 6327560
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CINCINNATI, OH
HAMILTON
Location
CINCINNATI, OH
Headquartered in CINCINNATI, OH, anchoring the Cincinnati-Wilmington-Maysville, OH-KY-IN metro in the Midwest.
- Metro area
- Cincinnati-Wilmington-Maysville, OH-KY-IN
- Region
- Midwest
- County
- HAMILTON
- Address
- 5905 E Galbraith Rd
- Time zone
- ET (UTC-5)
- Office locations
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