HOOD RIVER CAPITAL MANAGEMENT LLC
Latest filing: Mar 28, 2025 (79 days ago)
AUM
$6,858,390,736
85% change vs. 1 year ago
102% change vs. 3 years ago
191% change vs. 5 years ago
789% change vs. 10 years ago
Employee Count
19
12% change vs. 1 year ago
36% change vs. 3 years ago
58% change vs. 5 years ago
375% change vs. 10 years ago
Main Office
PALM BEACH GARDENS, FL
2373 PGA BOULEVARD, PALM BEACH GARDENS, FL, UNITED STATES, 33410
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $6.9 |
| Non-Discretionary | $0.0 |
| Total | $6.9 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $4.0 |
| Institutional | $2.8 |
| Total | $6.9 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 1 | $0.0 |
| Average HNW AUM | $1,672,346 | |
| Retail Total | 1 | $0.0 |
| Average Retail AUM | $1,672,346 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| U.S. BANCORP | MINNEAPOLIS-MN-USA | $1.9 |
| BANK OF NEW YORK MELLON | NEW YORK-NY-USA | $0.4 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $2.8 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $2.8 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 99% | $2.8 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 1% | $0.0 |
| Other | 0% | $0.0 |
| Total | 100% | $2.8 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| MAR VISTA INVESTMENT PARTNERS, LLC | $1.5 | 144906 |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
Representatives
9 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| LANCE CANNON | PALM BEACH GARDENS | FL | CHARTERED FINANCIAL ANALYST | ||||||
| JAY DYER | PALM BEACH GARDENS | FL | S65|2012-01-27|S63|2020-10-26 | ||||||
| BRADLEY CARPENTER | PALM BEACH GARDENS | FL | S66|2013-02-07|S63|2020-08-21 | CHARTERED FINANCIAL ANALYST | |||||
| DAVID SWANK | PALM BEACH GARDENS | FL | S63|1997-05-06 | CHARTERED FINANCIAL ANALYST | |||||
| SHAWN ELLIOTT | PALM BEACH GARDENS | FL | S65|2022-05-27|S63|2022-05-20 | ||||||
| BRIAN SMOLUCH | PALM BEACH GARDENS | FL | CHARTERED FINANCIAL ANALYST | ||||||
| ROHAN KUMAR | PALM BEACH GARDENS | FL | S65|2021-08-20 | ||||||
| CONNOR RAINES | PALM BEACH GARDENS | FL | S63|2023-03-27|S65|2023-05-19 | ||||||
| JON FOUST | PALM BEACH GARDENS | FL | S63|2005-03-31 | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-05-02 | $6.9 | $0.0 | 0% | 19 | 0 | 0% |
| 2025-04-21 | $6.9 | $0.0 | 0% | 19 | 0 | 0% |
| 2024-04-02 | $3.7 | $3.2 | 85% | 17 | 2 | 12% |
| 2023-04-04 | $2.8 | $4.1 | 147% | 16 | 3 | 19% |
| 2022-04-01 | $3.4 | $3.5 | 102% | 14 | 5 | 36% |
| 2021-04-05 | $3.1 | $3.7 | 120% | 14 | 5 | 36% |
| 2020-04-01 | $2.4 | $4.5 | 191% | 12 | 7 | 58% |
| 2019-04-01 | $1.7 | $5.1 | 292% | 14 | 5 | 36% |
| 2018-04-02 | $1.8 | $5.1 | 291% | 13 | 6 | 46% |
| 2017-04-01 | $1.2 | $5.6 | 455% | 11 | 8 | 73% |
| 2016-04-01 | $0.8 | $6.0 | 746% | 12 | 7 | 58% |
| 2015-04-01 | $0.8 | $6.1 | 789% | 4 | 15 | 375% |
| 2014-04-01 | $0.7 | $6.2 | 882% | 4 | 15 | 375% |
| 2013-04-01 | $0.0 | $0.0 | 0% | 3 | 16 | 533% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| FL, FL-11/19/2020, IL-03/30/2016, LA-01/02/2014, MN-01/29/2013, NH-01/02/2014, PA-11/19/2021, TX-06/19/2013, UT-11/19/2021, WA-06/09/2022 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (RIC) PORTFOLIO MANAGEMENT (SMB) |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV