# 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.

- CRD: 166089
- Filed as: HOOD RIVER CAPITAL MANAGEMENT LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Palm Beach Gardens, FL
- Filing period: October 2026
- Form ADV filing dated: September 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/166089
- AdvisorCensus page: https://advisorcensus.com/firm/hood-river-capital-management-llc-palm-beach-gardens-fl-166089

## Quick answers

**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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Custodians (Schedule D, Section 5.K(3))
- U.S. Bancorp

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.

### Regulatory assets under management (Item 5.F)
- Total: $9,454,606,945
- Discretionary: $9,454,606,945
- Non-discretionary: $0

### Clients (Item 5.D)

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

### 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

### Firm details
- Registered since: 2013 (13 years)
- Employees: 20 total, 20 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, IL, LA, MN, NH, PA, TX, UT, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Minnetonka, MN

### Websites listed on Form ADV (Item 1.I)
- hoodrivercapital.com
- Facebook @HOOD-RIVER-CAPITAL-MANAGEMENT
- LinkedIn @HOOD-RIVER-CAPITAL-MANAGEMENT-LLC

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $3,113,773,135 | 14 | February 2, 2021 |
| October 2022 | $3,401,369,937 | 14 | June 9, 2022 |
| October 2023 | $2,780,659,201 | 16 | March 20, 2023 |
| October 2024 | $3,702,254,198 | 17 | March 26, 2024 |
| October 2025 | $6,858,390,736 | 19 | March 28, 2025 |
| October 2026 | $9,454,606,945 | 20 | September 25, 2026 |

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.

## Changes in the filing (last 12 months)

### 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%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Hood River Capital Management LLC (CRD 166089): Form ADV filing data as of October 2026.