Hauser Retirement Solutions 2 LLC
SEC RegisteredPURPOSE-BUILT FOR PE. POWERED BY PROPRIETARY TECHNOLOGY.
About the firm
Hauser is a tech-enabled risk consultancy purpose-built for the PE lifecycle, leveraging proprietary technology to redefine what modern risk management looks like for private equity. Built on 50 years of brokerage expertise, the firm provides risk intelligence, human capital, and insurance services to the middle and lower-middle market PE community.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Portfolio-wide risk management, commercial insurance with a private equity focus, transparent benefits and retirement, human capital due diligence, and M&A transaction solutions.
Who they serve
Private Equity Firms, Portfolio Companies, SPACs & Public Companies
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 0 | $0 |
| High Net Worth Individuals | 0 | $0 |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 76 | $1.2B |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
Data as of April 21, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Hauser Retirement Solutions 2 LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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