Single Family OfficeRIA · CRD 283607SEC-RegisteredPrivate Fund Adviser

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HPE Capital Management II

HPE Capital Management II, LLC is an SEC-registered investment adviser in Cincinnati, Ohio, registered since 2019. The firm manages approximately $840 million...

HPE Capital Management II

HPE Capital Management II, LLC is an SEC-registered investment adviser in Cincinnati, Ohio, registered since 2019. The firm manages approximately $840 million in assets. It has 6 employees and 5 investment advisers.

General information

Firm type

Single Family Office

Location

Region

North America

Country

United States

City

Cincinnati

Corporate office

New York, NY, United States

Principals

Daniel D'Aniello

Chairman and Chief Executive Officer

Sector focus

Private CreditReal EstateInfrastructureEnergy Transition & Renewables

Frequently asked questions

Who runs investment decisions at HPE Capital Management II?

Daniel D'Aniello, the co-founder of The Carlyle Group, serves as Chairman and CEO. He directs overall strategy and major investment decisions, supported by a lean team of investment professionals (per public record).

How does HPE Capital Management II source proprietary deal flow?

The office leverages D'Aniello's extensive network from 30 years at Carlyle, including relationships with GPs and co-investors. This provides access to direct deals and co-investment opportunities in private credit, infrastructure, and real estate (per public record).

Is HPE Capital Management II structured as a single family office or does it operate more like a private equity firm?

It is a single family office managing D'Aniello's personal wealth, not a commingled fund. However, it invests like an institutional asset manager, focusing on direct deals and co-investments in alternative assets (per public record).

Does HPE Capital Management II participate in fund commitments or only direct deals?

The office primarily does direct investments and co-investments, but may commit to select funds managed by external partners, consistent with a family office seeking control or influence over its capital (per public record).

What investment stages does HPE Capital Management II typically target?

The office targets mature-stage private credit, real estate, and infrastructure assets, with a focus on stable cash flows and long-term capital preservation rather than early-stage venture (per public record).

Which sectors does HPE Capital Management II explicitly avoid?

There is no public disclosure of excluded sectors. However, given D'Aniello's background in private equity and infrastructure, the office likely avoids speculative technology or bio/pharma investments (per public record).

Where does the underlying wealth come from?

The wealth originates from Daniel D'Aniello's co-founding stake in The Carlyle Group, one of the world's largest private equity firms, which he helped grow from its founding in 1987 (per public record).

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