Shawn
Elliott

Hood River Capital Management LLC

CRD#7505859
Investment Advisor
in Mckinney, TX

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About this Advisor

Shawn Elliott is a financial advisor based in Mckinney, Texas, working with Hood River Capital Management LLC. Shawn has previously held positions at Hood River Capital Management LLC, Mar Vista Investment Partners, LLC, Mercer, Pavilion Advisory Group, Jeffrey Slocum & Associates, University Of St. Thomas, and Quasar Distributors, LLC. Shawn has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Florida, Minnesota, and Texas. Currently, Shawn is part of Hood River Capital Management LLC, which operates out of Mckinney, Texas. The firm has 4 offices and 17 employees. The firm manages assets totaling $3.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, and other services. The fee structure at Hood River Capital Management LLC includes asset-based and performance-based fees.

Certifications and Registrations

Series 65, Series 63

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Other

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

Mckinney, TX

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Hood River Capital Management LLC Brokerage Details

Total Assets Under Management

$3,702,254,198

TX Average: $1,855,561,029
Total Number of Employees

17

TX Average: 62
Total Number of Accounts

41

TX Average: 2,474
Average Account Size

$90,298,883

TX Average: $750,025

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Other

Shawn Elliott Work History

2022 - Present (3 years)

Hood River Capital Management LLC

2022 - Present (3 years)

Quasar Distributors, LLC

2019 - 2022 (3 years)

Mar Vista Investment Partners, LLC

2018 - 2019 (1 year)

Mercer

2016 - 2018 (2 years)

Pavilion Advisory Group

2015 - 2016 (1 year)

Jeffrey Slocum & Associates

2012 - 2016 (4 years)

University Of St. Thomas

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Disclosures

Please visit the SEC profile of Shawn Elliott to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Hood River Capital Management LLC

David Swank
Palm Beach Gardens, FL
Brian Smoluch
Palm Beach Gardens, FL
Bradley Carpenter
Palm Beach Gardens, FL
Rohan Kumar
Palm Beach Gardens, FL
Lance Cannon
Palm Beach Gardens, FL
Shawn Elliott
Mckinney, TX
Connor Raines
Palm Beach Gardens, FL
Jay Dyer
Palm Beach Gardens, FL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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