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HOOD RIVER CAPITAL MANAGEMENT LLC
CRD 166089File 801-77537
APPROVED
Retail clients
Custody
Filing as of Sep 25, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$9.45B
Top 10% of cohort (national)
Discretionary AUM
$9.45B
Clients
54
56 accounts
Employees
20
Top 10% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Jan 29, 2013
- Principal office
- 2373 PGA BOULEVARD, SUITE 200, PALM BEACH GARDENS, FL, 33410
- Phone
- 561-484-5699
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $9.45B
- Discretionary AUM
- $9.45B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 56
- Non-discretionary accounts
- 0
- Total accounts
- 56
- AUM per client
- $175.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 17 | $1.12B |
| Investment companies | 4 | $5.43B |
| Charitable organizations | 9 | $299.4M |
| High net worth individuals | Fewer than 5 | $4.9M |
| Pension and profit sharing plans | 11 | $1.11B |
| State or municipal government entities | 8 | $1.08B |
| Individuals (other than high net worth individuals) | Fewer than 5 | $1.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 56 | 54 | decreased by2 |
| Jun 1, 2026 | Custody | No | Yes | |
| Apr 1, 2026 | Employees | 19 | 20 | increased by1 |
| Apr 1, 2026 | Clients | 45 | 56 | increased by11 |
| Apr 1, 2026 | AUM | $6,858,390,736 | $9,454,606,945 | increased by$2,596,216,209 |
| Apr 1, 2026 | Accounts | 45 | 56 | increased by11 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 14 | 19 | increased by5 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 40 | 45 | increased by5 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $3,401,369,937 | $6,858,390,736 | increased by$3,457,020,799 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 40 | 45 | increased by5 |
| Apr 1, 2022 | Clients | 38 | 40 | increased by2 |
| Apr 1, 2022 | AUM | $3,113,773,135 | $3,401,369,937 | increased by$287,596,802 |
| Apr 1, 2022 | Accounts | 38 | 40 | increased by2 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “HOOD RIVER” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“HOOD RIVER” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.