Hpe Capital Management II, LLC
● SEC registered since 2019CRD 283607SEC# 801-117101Cincinnati, OH
Ranks #3,219 of 5,974 private fund managers by regulatory AUM.
Reg. AUM
$840.5M
Fund GAV
$1.16B
Private funds
11
Employees
6
Accounts
5
Location
Cincinnati, OH
About Hpe Capital Management II
HPE Capital Management II operates as Hauser Private Equity, a co-investor and fund manager for high-net-worth individuals and families in lower-middle and middle markets. It partners with control buyout funds targeting healthcare, industrials, and tech-enabled services.
Summary based on the firm’s website.
Hpe Capital Management II, LLC assets under management
Hpe Capital Management II, LLC is a registered investment adviser overseen by the SEC based in Cincinnati, OH. The firm has been registered since 2019. It reports $840.5 million in regulatory assets under management and employs 6 people. Hpe Capital Management II, LLC manages 11 private funds with combined gross assets of $1.2 billion, including Hauser Private Equity Core Fund V, LP. By regulatory assets, it ranks 3,219 of 5,974 private fund managers.
Hpe Capital Management II, LLC private funds
11 funds · $1.16B GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Hauser Private Equity Core Fund V, LP | Private Equity | $402.4M | $1M |
| Hauser Private Equity Core Fund Iv-Q, LLC | Private Equity | $316.3M | $1M |
| Hauser Private Equity Core Fund III, LLC | Private Equity | $143M | $1M |
| Ohio Reflection Venture, LLC | Other Private | $90.7M | $1M |
| Ohio Anduril Venture, LLC | Venture Capital | $51M | $1M |
| Hauser Private Equity Core Fund II, LLC | Private Equity | $50.2M | $1M |
| Hpe Private Equity Core Fund 3.5, LLC | Private Equity | $46.7M | $1M |
| Ohv, LLC | Venture Capital | $20M | $1M |
| Ohio Reflection Venture II, LLC | Venture Capital | $17.8M | $1M |
| Ogv, LLC | Venture Capital | $14.2M | $50K |
See all 11 funds — unlock the full record.
Join to unlock · $37/moHpe Capital Management II, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Mark John Hauser Control | Partner/Member | Over 75% | 2015 |
| Paul Michael Swanson Control | Partner/Member | Under 5% | 2015 |
| Philip George Riola Control | Chief Compliance Officer | Under 5% | 2020 |
Frequently asked questions
How much does Hpe Capital Management II, LLC manage?
Hpe Capital Management II, LLC reports $840.5 million in regulatory assets under management on its Form ADV.
How many private funds does Hpe Capital Management II, LLC manage?
Hpe Capital Management II, LLC manages 11 private funds with combined gross assets of $1.2 billion.
How many employees does Hpe Capital Management II, LLC have?
Hpe Capital Management II, LLC reports 6 employees.
Where is Hpe Capital Management II, LLC located?
Hpe Capital Management II, LLC is based in Cincinnati, OH and has been SEC-registered since 2019.
Does Hpe Capital Management II, LLC disclose fund performance?
Hpe Capital Management II, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5905 E. Galbraith Road, Suite 9000, Cincinnati, OH 45236 |
| Phone | 513-745-9200 |
| Fax | 513-984-7063 |
| Office hours | 8:15 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$840.5M▲ 84%
Jan '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 36%
Larger than 64% of 16,369 advisers
AUM vs fund managersTop 54%
Larger than 46% of 5,974 private-fund managers
Number of fundsTop 23%
More funds than 77% of fund managers
EmployeesTop 56%
More than 44% of 16,804 advisers
Assets under management
$840.5Mregulatory AUM
Discretionary $840.5M
Fund type mix
Private Equity5
Venture Capital4
Other Private2
Service providers
Auditor
Custodian
Administrator