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HPE CAPITAL MANAGEMENT II, LLC

CINCINNATI, OH · CRD 283607 · IAPD ↗ · hauserprivateequity.com · 513-745-9200

$840.5MRegulatory AUM
5Advisory reps
6Employees
0Clients
n/aPlanning clients
11Private funds
4States
2Disclosures
fundSegment
ApprovedSEC status

Filing changes

32
April 2026 — HPE CAPITAL MANAGEMENT II, LLC notice-filed in IL, OH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
51
April 2026 — HPE CAPITAL MANAGEMENT II, LLC reported RAUM up 40% ($600.3M -> $840.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
April 2025 — HPE CAPITAL MANAGEMENT II, LLC crossed $500M in regulatory AUM ($455.7M -> $600.3M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
48
April 2024 — HPE CAPITAL MANAGEMENT II, LLC reported RAUM up 28% ($355.6M -> $455.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.