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Hood River Capital Management LLC

Palm Beach Gardens, FLSEC-registered investment adviserCRD 166089

Filed as HOOD RIVER CAPITAL MANAGEMENT LLC

Hood River Capital Management LLC is an SEC-registered investment advisory firm in Palm Beach Gardens, FL, registered since 2013, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated September 25, 2026.

13 years
registered since 2013
$9,454,606,945
assets under management
2 arrangements
Percentage of assets, Performance-based
None
disclosure items (Item 11)

Quick answers

From the filing

How is Hood River Capital Management LLC compensated?

On its Form ADV (Item 5.E, October 2026), Hood River Capital Management LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

Where is Hood River Capital Management LLC located?

Hood River Capital Management LLC's principal office is in Palm Beach Gardens, FL, according to its Form ADV; the October 2026 filing also lists 1 other office (Schedule D, Section 1.F).

Is Hood River Capital Management LLC registered with the SEC or a state?

Hood River Capital Management LLC is an SEC-registered investment advisory firm, registered since 2013. Status as filed: Approved. CRD 166089.

How much does Hood River Capital Management LLC manage?

Hood River Capital Management LLC reports $9,454,606,945 in regulatory assets under management in its Form ADV filing dated September 25, 2026 (100% discretionary).

How have Hood River Capital Management LLC's assets and staff changed since 2021?

In the Form ADV data for Hood River Capital Management LLC: Regulatory assets under management: $3,113,773,135 in the October 2021 data and $9,454,606,945 in the October 2026 data, up 204%. Total employees: 14 in October 2021 and 20 in October 2026. Assets under management move with markets as well as with clients coming and going.

What types of clients does Hood River Capital Management LLC serve?

By number of clients on Form ADV Item 5.D: corporations or other businesses not listed above (17); pension and profit sharing plans (but not the plan participants or government pension plans) (11); charitable organizations (9).

Which custodians does Hood River Capital Management LLC use?

Hood River Capital Management LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists U.S. Bancorp as a custodian holding 10% or more of its separately managed account assets.

Does Hood River Capital Management LLC report any disciplinary disclosures?

Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/166089

What changed in Hood River Capital Management LLC's recent Form ADV filings?

In the April 2026 filing data: Employees performing advisory functions went from 19 to 20. Regulatory assets under management went from $6,858,390,736 to $9,454,606,945 (+38%).

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

Item 5.E
  • A percentage of assets under your management
  • Performance-based fees

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Fees and minimums

Form ADV Part 2A

The brochure lists different fees for different services or strategies. See the firm's brochure (dated August 10, 2026) for its fees and any account minimum, on the SEC's IAPD site.

Regulatory assets under management

Item 5.F
$9,454,606,945

$9,454,606,945 as of October 2026, filing dated September 25, 2026.

Discretionary: $9,454,606,945.Non-discretionary: $0.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D
Individuals (other than high net worth individuals)
Clients 2 Assets $1,450,912 (0%)
High net worth individuals
Clients 3 Assets $4,895,294 (0%)
Banking or thrift institutions
Clients 0 Assets $0 (0%)
Investment companies
Clients 4 Assets $5,431,875,945 (57%)
Business development companies
Clients 0 Assets $0 (0%)
Pooled investment vehicles (other than investment companies and business development companies)
Clients 0 Assets $0 (0%)
Pension and profit sharing plans (but not the plan participants or government pension plans)
Clients 11 Assets $1,114,717,630 (12%)
Charitable organizations
Clients 9 Assets $299,356,587 (3%)
State or municipal government entities (including government pension plans)
Clients 8 Assets $1,083,738,679 (11%)
Other investment advisers
Clients 0 Assets $0 (0%)
Insurance companies
Clients 0 Assets $0 (0%)
Sovereign wealth funds and foreign official institutions
Clients 0 Assets $0 (0%)
Corporations or other businesses not listed above
Clients 17 Assets $1,115,082,681 (12%)
Other
Clients 2 Assets $403,489,217 (4%)

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

Advisory services

Item 5.G
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (and business development companies)
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other

Registration and firm details

Items 1, 2, 5
Registration
SEC-registered investment adviser. Status as filed: Approved.
Registered since
2013 (13 years)
Employees
Total: 20. Performing investment advisory functions: 20.
Wrap fee program participation
No.
Custodians (Schedule D, Section 5.K(3))

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

Other offices (Schedule D, Section 1.F)
1 other office, as of the October 2026 filing
Minnetonka, MN
States registered or notice-filed
9 states or jurisdictions
FLILLAMNNHPATXUTWA

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

Disclosures

Item 11

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Assets and staff over time

Items 5.A, 5.F
$3.11B 2021 $3.4B 2022 $2.78B 2023 $3.7B 2024 $6.86B 2025 $9.45B 2026
Data periodAssets under managementEmployeesFiling dated
October 2026$9,454,606,94520September 25, 2026
October 2025$6,858,390,73619March 28, 2025
October 2024$3,702,254,19817March 26, 2024
October 2023$2,780,659,20116March 20, 2023
October 2022$3,401,369,93714June 9, 2022
October 2021$3,113,773,13514February 2, 2021

Regulatory assets under management: $3,113,773,135 in the October 2021 data and $9,454,606,945 in the October 2026 data, up 204%.

Total employees: 14 in October 2021 and 20 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

Changes in the filing

Last 12 months
  1. April 2026
    • Employees performing advisory functions went from 19 to 20.
    • Regulatory assets under management went from $6,858,390,736 to $9,454,606,945 (+38%).

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I
hoodrivercapital.com

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. Hood River Capital Management LLC (CRD 166089): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/hood-river-capital-management-llc-palm-beach-gardens-fl-166089