Hood River Capital Management LLC
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Overview
Hood River Capital Management LLC operates as a financial advisory firm headquartered in Palm Beach Gardens, Florida. The firm oversees $2.8 billion in assets throughout 40 client accounts, placing it among the biggest firms in the United States by assets under management (AUM). The firm has a small group, including 16 financial advisors. Hood River Capital Management LLC is not a registered broker-dealer, signifying that the company cannot buy and sell securities for its accounts and those of its clients and instead has to go through a broker-dealer company to do so. Securities are tradable fiscal investments such as options, stocks and bonds.
Hood River Capital Management LLC oversees all of the firm's client assets on a discretionary basis. Discretionary management is a structure in which an investment advisor makes transaction choices for the client's account without requiring client permission. The company's average account size is $69.5 million. The average financial advisor at Hood River Capital Management LLC administers around three client accounts, making it one of the most individualized firms in the country.
The firm's main office is located at 2373 Pga Boulevard, Palm Beach Gardens, Florida 33410. It is legally registered to provide services to investors across 9 states, including Florida, Illinois, Louisiana, Minnesota, New Hampshire, Pennsylvania, Texas, Utah and Washington.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Hood River Capital Management LLC by the Numbers
$2.8 billion
16
40
$69.5 million
Fee Structure
Financial management fees depend on which services are offered. However, fees charged by the firm likely include the following fee structures: asset-based or performance-based. Hood River Capital Management LLC does not participate in a wrap fee program, in which the firm offers a service bundle for a single fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm does business with a broad range of customers. Hood River Capital Management LLC provides services to high net worth investors, investment companies, pension plans, charitable organizations, state or municipal government entities, corporations and other. Out of its 40 customers, Hood River Capital Management LLC's biggest client group by number of accounts is pension plans, though it also serves one high-net-worth individuals. The SEC defines a high-net-worth individual as a person who has at least $750,000 in AUM or a net worth of at least $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the firm's accounts are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 2.5%
- Other Individuals - 0%
- Corporations - 87.5%
- Charitable Organizations - 10%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Hood River Capital Management LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Hood River Capital Management LLC
Palm Beach Gardens, FL
Palm Beach Gardens, FL
Mckinney, TX
Palm Beach Gardens, FL
Palm Beach Gardens, FL
Palm Beach Gardens, FL
Palm Beach Gardens, FL
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