HPE CAPITAL MANAGEMENT II, LLC

5905 E. Galbraith Road
Suite 9000
Cincinnati, Ohio 45236
Tel: 513-745-9200

About HPE CAPITAL MANAGEMENT II, LLC

HPE CAPITAL MANAGEMENT II, LLC, formally registered with the SEC as HPE CAPITAL MANAGEMENT II, LLC. The firm was established in 07/29/2019. They have over 3 offices throughout the country.

HPE CAPITAL MANAGEMENT II, LLC is a Cincinnati, Ohio based Financial Planning firm with nearly $455,700,169 assets under management, offering retirement planning & investment advisory services to 5 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	283607
SEC#	801-117101
Assets Managed by Firm	$455,700,169
No. of Clients	5
No. of Advisors	4

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	5	$455,700,169

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