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 an SEC‑registered LLC that operates as a manager of private pooled investment vehicles with a focus on private equity and venture capital strategies. Founded as a registered adviser in 2019 and organized as an individually owned firm, it serves institutional clients and provides portfolio management for pooled funds. The firm charges both asset‑based management fees and performance‑linked fees and is not identified as an active ESG investor or a multi‑state adviser. Filings indicate the firm also acts in sponsor/GP and managing‑member roles for pooled vehicles and maintains relationships with other advisers, insurance entities and pension consulting networks.
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 1
Philip Riola
Chief Compliance OfficerCRD 7241920
Contacts
2 of 2
Mark 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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