HOOD RIVER CAPITAL MANAGEMENT LLC
Firm details
- Headquarters
- PALM BEACH GARDENS, Florida
- CRD number
- 166089
- Registered since
- January 29, 2013
- Website
- hoodrivercapital.com
- Custodians
- U.S. BANCORP INVESTMENTS, INC.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Investment Companies57.45%
- Pension & Profit Sharing Plans11.79%
- Corporations / Businesses11.79%
- State / Municipal Government11.46%
- Other4.27%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Hood River Capital Management LLC is an SEC-registered investment adviser formed in 2013 that provides discretionary portfolio management across individual and institutional clients. The firm focuses on managing separate accounts and investment-company mandates rather than acting as a capital allocator or pension consultant. Its client base includes both high-net-worth individuals/families and institutional investors, and its compensation combines an asset-based fee with the potential for performance‑based fees tied to investment results. Hood River does not present itself as an ESG-focused manager.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities98%
- Cash & Cash Equivalents2%
Owners & executives
1 of 1ROBERT SCHMALTZ
Chief Operating OfficerCRD 6317154
Contacts
3 of 10Connor Raines
Sales RepresentativeCRD 7658832
BRIAN SMOLUCH
PrincipalCRD 4717734
DAVID SWANK
PrincipalCRD 2844179
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
PALM BEACH GARDENS, FL
PALM BEACH
Location
PALM BEACH GARDENS, FL
Headquartered in PALM BEACH GARDENS, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- PALM BEACH
- Address
- 2373 Pga Blvd
- Time zone
- ET (UTC-5)
- Office locations
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