{
  "crd_number": 166089,
  "slug": "hood-river-capital-management-llc-palm-beach-gardens-fl-166089",
  "primary_business_name": "HOOD RIVER CAPITAL MANAGEMENT LLC",
  "legal_name": "HOOD RIVER CAPITAL MANAGEMENT LLC",
  "dbas": [],
  "city": "Palm Beach Gardens",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "33100",
  "metro": {
    "cbsa_code": "33100",
    "common_name": "Miami",
    "msa_name": "Miami-Fort Lauderdale-West Palm Beach, FL",
    "path": "/advisors/fl/miami"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2013-01-29",
  "years_registered": 13,
  "period": "2026-10-01",
  "filing_date": "2026-09-25",
  "carried_forward": false,
  "raum_total": 9454606945.0,
  "raum_discretionary": 9454606945.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 20,
  "advisory_employees": 20,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 403489217.0,
      "count": 2,
      "description": "COLLECTIVE INVESTMENT TRUST",
      "fewer_than_5": true
    },
    "charitable": {
      "raum": 299356587.0,
      "count": 9
    },
    "individuals": {
      "raum": 1450912.0,
      "count": 2,
      "fewer_than_5": true
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 1083738679.0,
      "count": 8
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 5431875945.0,
      "count": 4
    },
    "pension_profit_sharing": {
      "raum": 1114717630.0,
      "count": 11
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 4895294.0,
      "count": 3,
      "fewer_than_5": true
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 1115082681.0,
      "count": 17
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "other",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_investment_companies",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "IL",
    "LA",
    "MN",
    "NH",
    "PA",
    "TX",
    "UT",
    "WA"
  ],
  "websites": [
    "https://facebook.com/HOOD-RIVER-CAPITAL-MANAGEMENT/109492882778645",
    "https://hoodrivercapital.com",
    "https://linkedin.com/COMPANY/HOOD-RIVER-CAPITAL-MANAGEMENT-LLC"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/166089",
  "city_as_filed": "PALM BEACH GARDENS",
  "url": "https://advisorcensus.com/firm/hood-river-capital-management-llc-palm-beach-gardens-fl-166089",
  "display_name": "Hood River Capital Management LLC",
  "summary": "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.",
  "citation": "AdvisorCensus. Hood River Capital Management LLC (CRD 166089): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "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"
  ],
  "quick_answers": [
    {
      "q": "How is Hood River Capital Management LLC compensated?",
      "a": "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."
    },
    {
      "q": "Where is Hood River Capital Management LLC located?",
      "a": "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)."
    },
    {
      "q": "Is Hood River Capital Management LLC registered with the SEC or a state?",
      "a": "Hood River Capital Management LLC is an SEC-registered investment advisory firm, registered since 2013. Status as filed: Approved. CRD 166089."
    },
    {
      "q": "How much does Hood River Capital Management LLC manage?",
      "a": "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)."
    },
    {
      "q": "How have Hood River Capital Management LLC's assets and staff changed since 2021?",
      "a": "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."
    },
    {
      "q": "What types of clients does Hood River Capital Management LLC serve?",
      "a": "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)."
    },
    {
      "q": "Which custodians does Hood River Capital Management LLC use?",
      "a": "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."
    },
    {
      "q": "Does Hood River Capital Management LLC report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "What changed in Hood River Capital Management LLC's recent Form ADV filings?",
      "a": "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%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 3113773135.0,
      "total_employees": 14,
      "filing_date": "2021-02-02"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 3401369937.0,
      "total_employees": 14,
      "filing_date": "2022-06-09"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 2780659201.0,
      "total_employees": 16,
      "filing_date": "2023-03-20"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 3702254198.0,
      "total_employees": 17,
      "filing_date": "2024-03-26"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 6858390736.0,
      "total_employees": 19,
      "filing_date": "2025-03-28"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 9454606945.0,
      "total_employees": 20,
      "filing_date": "2026-09-25"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "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%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "U.S. Bancorp",
      "name_as_filed": "U.S. BANCORP",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/hood-river-capital-management-llc-palm-beach-gardens-fl-166089.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 2,
      "fewer_than_5": true,
      "raum": 1450912.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 3,
      "fewer_than_5": true,
      "raum": 4895294.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 4,
      "fewer_than_5": false,
      "raum": 5431875945.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 11,
      "fewer_than_5": false,
      "raum": 1114717630.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 9,
      "fewer_than_5": false,
      "raum": 299356587.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 8,
      "fewer_than_5": false,
      "raum": 1083738679.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 17,
      "fewer_than_5": false,
      "raum": 1115082681.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 2,
      "fewer_than_5": true,
      "raum": 403489217.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/166089",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}
