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| Keyboard |
| Hauser Retirement Solutions 2 LLC
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|---|---|
| CRD # | 299959 |
| SEC # | 801-117147 |
| CIK # | |
| AUM | 1,214.9 M (2026-04-21) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Phone | 513-745-9200 |
| Address | 5905 E Galbraith Rd, Suite 9000 Cincinnati, OH 45236 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 76 | 1,214.9 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 76 | 1,214.9 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 76 | 1,214.9 |
| Total | 76 | 1,214.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,214.9 | |
| Total | 76 | 1,214.9 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Research |
| Related Firms | State | AUM |
|---|---|---|
|
Hauser Retirement Solutions 2 LLC
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|
OH | 1,214.9 M |
|
HPE Capital Management II LLC
✚
|
OH | 840.5 M |
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