HOOD RIVER CAPITAL MANAGEMENT LLC
Adviser information for HOOD RIVER CAPITAL MANAGEMENT LLC last updated from Form ADV on March 26th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Limited Liability Company |
---|---|
Fiscal Year End | DECEMBER |
Legal Location | Delaware, United States |
Employees
Total Number of Employees | 17 |
---|---|
Investment Advisory/Research | 17 |
Registered Broker-Dealer Representatives | 5 |
Registered State Investment Advisers | 10 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
---|
Type | Accounts | RAUM |
---|---|---|
Discretionary | 41 | $3.7B |
Non-Discretionary | 0 | $0 |
Total | 41 | $3.7B |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 0 | $0 |
HNW Individuals | <5 | $1.3M |
Banking or thrift institutions | 0 | $0 |
Investment companies | 2 | $1.9B |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | 15 | $633.9M |
Charitable organizations | <5 | $69.1M |
State or municipal gov entities | 5 | $478.7M |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 12 | $515.5M |
Other | <5 | $126.7M |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 0 |
Services
Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for investment companiesPortfolio management for businesses or institutional clientsCOLLECTIVE INVESTMENT TRUST |
---|---|
Compensation | % of AUMPerformance-based fees |
Principal Office
2373 PGA BOULEVARDSUITE 200
PALM BEACH GARDENS
FL
United States
Monday - Friday, 8:30 AM TO 5:30 PM
Tel: 561-484-5699, Fax: 503-221-0987
Chief Compliance Officer
ROBERT SCHMALTZ
CHIEF OPERATING OFFICER
6001 SHADY OAK ROAD
SUITE 200
MINNETONKA
MN
United States
Tel:
952-230-6161
Fax:
952-230-6141
R********@*******************M
(Full email address available in API data)
Regulatory Contact
KATHLEEN VON SCHLEGELL
COMPLIANCE DESIGNEE
6001 SHADY OAK ROAD
SUITE 200
MINNETONKA
MN
United States
Tel:
310-917-5602
Fax:
952-230-6141
K************@**********************M
(Full email address available in API data)
Industry Affiliates
MAR VISTA INVESTMENT PARTNERS, LLC | Other investment adviser, including financial planners |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|
None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
SMOLUCH, BRIAN, PAUL | Individual | – | MANAGING MEMBER, PORTFOLIO MANAGER | 10/2012 | < 5% |
SWANK, DAVID, GORDON | Individual | – | MANAGING MEMBER, PORTFOLIO MANAGER | 10/2012 | < 5% |
SCHMALTZ, ROBERT, ALOYS | Individual | – | CHIEF COMPLIANCE OFFICER | 11/2014 | < 5% |
BPS MANAGEMENT INC. | Domestic Entity | – | MANAGING MEMBER | 10/2022 | 50-75% |
HOP BROOK CORP | Domestic Entity | – | MANAGING MEMBER | 10/2022 | 25-50% |
SMOLUCH, BRIAN, PAUL | Individual | BPS MANAGEMENT INC. | OWNER | 10/2022 | > 75% |
SWANK, DAVID, GORDON | Individual | HOP BROOK CORP | OWNER | 10/2022 | > 75% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 14th, 2024 for period ending June 30th, 2024
Name | Class | Value $USD | # Shares | Private Fund |
---|---|---|---|---|
ACI WORLDWIDE INC | COMMON STOCKS | 95M | 2M | – |
ALIGNMENT HEALTHCARE INC | COMMON STOCKS | 24M | 3M | – |
AMER SPORTS INC | COMMON STOCKS | 49M | 4M | – |
AMERICAN SUPERCONDUCTOR CORP | COMMON STOCKS | 41M | 2M | – |
ANTERO RESOURCES CORP | COMMON STOCKS | 6M | 185K | – |
API GROUP CORP | COMMON STOCKS | 43M | 1M | – |
APPLIED DIGITAL CORP | COMMON STOCKS | 57M | 10M | – |
APPLIED OPTOELECTRONICS INC | COMMON STOCKS | 11M | 1M | – |
ARGAN INC | COMMON STOCKS | 5M | 72K | – |
ARHAUS INC | COMMON STOCKS | 17M | 1M | – |
ASPEN AEROGELS INC | COMMON STOCKS | 42M | 2M | – |
ATRICURE INC | COMMON STOCKS | 40M | 2M | – |
AXON ENTERPRISE INC | COMMON STOCKS | 66M | 225K | – |
AXSOME THERAPEUTICS INC | COMMON STOCKS | 44M | 549K | – |
BBB FOODS INC-CLASS A | COMMON STOCKS | 119K | 5K | – |
BIOHAVEN LTD | COMMON STOCKS | 13M | 369K | – |
BLUEPRINT MEDICINES CORP | COMMON STOCKS | 54M | 503K | – |
BOMBARDIER INC-B | COMMON STOCKS | 6M | 98K | – |
CADENCE DESIGNS SYSTEMS | COMMON STOCKS | 14M | 45K | – |
CAESARS ENTERTAINMENT INC | COMMON STOCKS | 43M | 1M | – |
CAMTEK LTD | COMMON STOCKS | 73M | 585K | – |
CAVA GROUP INC | COMMON STOCKS | 61M | 657K | – |
CECO ENVIRONMENTAL CORP | COMMON STOCKS | 15M | 537K | – |
CERUS CORP | COMMON STOCKS | 3M | 1M | – |
CHARLES RIV LABORATORIES INTL | COMMON STOCKS | 4M | 19K | – |
CLEAN HARBORS INC | COMMON STOCKS | 107M | 475K | – |
CLEARWATER ANALYTICS HDS-A | COMMON STOCKS | 43M | 2M | – |
COGENT COMMUNICATIONS HOLDINGS INC | COMMON STOCKS | 49M | 874K | – |
COHERENT INC | COMMON STOCKS | 104M | 1M | – |
COMFORT SYSTEMS USA INC | COMMON STOCKS | 108M | 356K | – |
COMMUNITY HEALTH SYSTEMS INC | COMMON STOCKS | 789K | 235K | – |
CONSTRUCTION PARTNERS INC-A | COMMON STOCKS | 26M | 476K | – |
COUCHBASE INC | COMMON STOCKS | 30M | 2M | – |
CRINETICS PHARMACEUTICALS IN | COMMON STOCKS | 18M | 410K | – |
CUSTOMERS BANCO | COMMON STOCKS | 26M | 549K | – |
CYBERARK SOFTWARE LTD/ISRAEL | COMMON STOCKS | 61M | 224K | – |
CYTOKINETICS INC | COMMON STOCKS | 40M | 738K | – |
DENISON MINES CORP | COMMON STOCKS | 50M | 25M | – |
DESPEGAR.COM CO | COMMON STOCKS | 191K | 14K | – |
DIGITALOCEAN HOLDINGS INC | COMMON STOCKS | 29M | 824K | – |
DUOLINGO | COMMON STOCKS | 27M | 129K | – |
DUPONT DE NEMOURS INC | COMMON STOCKS | 8M | 93K | – |
EAGLE MATERIALS INC | COMMON STOCKS | 58M | 267K | – |
ENTEGRIS INC | COMMON STOCKS | 7M | 51K | – |
ESTABLISHMENT LABS HOLDINGS | COMMON STOCKS | 43K | 950 | – |
EVOLENT HEALTH INC - A | COMMON STOCKS | 31M | 2M | – |
EXSCIENTIA PLC | COMMON STOCKS | 14K | 3K | – |
FERROGLOBE PLC | COMMON STOCKS | 112K | 21K | – |
FIRSTCASH HOLDINGS INC | COMMON STOCKS | 64M | 614K | – |
FLOWSERVE CORP | COMMON STOCKS | 24M | 497K | – |
FLUOR CORP | COMMON STOCKS | 48M | 1M | – |
FORMFACTOR INC | COMMON STOCKS | 108M | 2M | – |
FTAI AVIATION LTD | COMMON STOCKS | 316M | 3M | – |
FTAI INFRASTRUCTURE LLC | COMMON STOCKS | 26M | 3M | – |
GENIUS SPORTS LTD | COMMON STOCKS | 11M | 2M | – |
GFL ENVIRONMENTAL INC-SUB VT | COMMON STOCKS | 12M | 319K | – |
GLOBAL-E ONLINE LTD | COMMON STOCKS | 36M | 998K | – |
GLOBANT SA | COMMON STOCKS | 4M | 23K | – |
GRANITE CONSTRUCTION INC | COMMON STOCKS | 29M | 470K | – |
GUARDANT HEALTH INC | COMMON STOCKS | 4M | 147K | – |
HA SUSTAINABLE INFRASTRUCTURE | COMMON STOCKS | 29M | 988K | – |
HAEMONETICS CORP | COMMON STOCKS | 20M | 245K | – |
HCI GROUP INC | COMMON STOCKS | 71M | 768K | – |
HIPPO HOLDINGS INC | COMMON STOCKS | 6M | 322K | – |
I3 VERTICALS INC-CLASS A | COMMON STOCKS | 26M | 1M | – |
ICHOR HOLDINGS LTD | COMMON STOCKS | 43M | 1M | – |
INDIE SEMICONDUCTOR INC-A | COMMON STOCKS | 21M | 3M | – |
INFINERA CORP | COMMON STOCKS | 29M | 5M | – |
INSMED INC | COMMON STOCKS | 88M | 1M | – |
INSPIRE MEDICAL SYSTEMS INC | COMMON STOCKS | 12M | 93K | – |
INSPIRED ENTERTAINMENT INC | COMMON STOCKS | 2M | 179K | – |
INTAPP INC | COMMON STOCKS | 8M | 216K | – |
INTRA-CELLULAR THERAPIES INC | COMMON STOCKS | 33M | 488K | – |
IOVANCE BIOTHERAPEUTICS INC | COMMON STOCKS | 22M | 3M | – |
IRIS ENERGY LTD | COMMON STOCKS | 14M | 1M | – |
ITRON INC | COMMON STOCKS | 23M | 228K | – |
JUMIA TECHNOLOGIES AG-ADR | COMMON STOCKS | 93K | 13K | – |
KASPI KZ JSC | COMMON STOCKS | 5M | 36K | – |
KIRBY CORP | COMMON STOCKS | 97M | 812K | – |
KNIFE RIVER CORP | COMMON STOCKS | 53M | 761K | – |
KRATOS DEFENSE & SECURITY | COMMON STOCKS | 54M | 3M | – |
KRYSTAL BIOTECH INC | COMMON STOCKS | 96M | 521K | – |
LANDSEA HOMES CORP | COMMON STOCKS | 2M | 236K | – |
LANTHEUS HOLDINGS INC | COMMON STOCKS | 86M | 1M | – |
LIFE TIME GROUP HOLDINGS INC | COMMON STOCKS | 34M | 2M | – |
LOVESAC CO/THE | COMMON STOCKS | 17M | 774K | – |
MACOM TECHNOLOGY SOLUTIONS H | COMMON STOCKS | 79M | 705K | – |
MARVELL TECHNOLOGY GROUP LTD | COMMON STOCKS | 8M | 109K | – |
MASTEC INC | COMMON STOCKS | 128M | 1M | – |
MAXLINEAR INC | COMMON STOCKS | 24M | 1M | – |
MDU RESOURCES GROUP INC | COMMON STOCKS | 24M | 971K | – |
MKS INSTRUMENTS INC | COMMON STOCKS | 5M | 35K | – |
MONEYLION INC | COMMON STOCKS | 4M | 52K | – |
NATERA INC | COMMON STOCKS | 3M | 30K | – |
NATIONAL HEALTHCARE CORP | COMMON STOCKS | 3M | 23K | – |
NAYAX LTD | COMMON STOCKS | 116K | 5K | – |
NEUROCRINE BIOSCIENCES INC | COMMON STOCKS | 34M | 244K | – |
NEXGEN ENERGY LTD | COMMON STOCKS | 6M | 835K | – |
NORTHERN OIL AND GAS INC | COMMON STOCKS | 36M | 956K | – |
NRG ENERGY INC | COMMON STOCKS | 4M | 50K | – |
ODDITY TECH LTD-CL A | COMMON STOCKS | 23M | 596K | – |
OLLIE'S BARGAIN OUTLET HLDG INC | COMMON STOCKS | 24M | 241K | – |
ONTO INNOVATION INC | COMMON STOCKS | 84M | 383K | – |
OPTION CARE HEALTH INC | COMMON STOCKS | 48M | 2M | – |
OSI SYSTEMS INC | COMMON STOCKS | 44M | 317K | – |
PACS GROUP INC | COMMON STOCKS | 5M | 165K | – |
PAYFARE INC | COMMON STOCKS | 2M | 461K | – |
PENTAIR INC | COMMON STOCKS | 97K | 1K | – |
PROFICIENT AUTO LOGISTICS INC | COMMON STOCKS | 6M | 349K | – |
Q2 HOLDINGS INC | COMMON STOCKS | 76M | 1M | – |
RADNET INC | COMMON STOCKS | 66M | 1M | – |
RAMBUS INC | COMMON STOCKS | 127M | 2M | – |
REV GROUP INC | COMMON STOCKS | 9M | 368K | – |
REVOLUTION MEDICINES INC | COMMON STOCKS | 35M | 914K | – |
ROOT INC/OH | COMMON STOCKS | 10M | 188K | – |
RXO INC | COMMON STOCKS | 43M | 2M | – |
SCHOLAR ROCK HOLDING CORP | COMMON STOCKS | 7M | 833K | – |
SCORPIO TANKERS INC | COMMON STOCKS | 9M | 110K | – |
SELECT MEDICAL HOLDINGS CORP | COMMON STOCKS | 15M | 423K | – |
SENTINELONE INC -CLASS A | COMMON STOCKS | 4M | 193K | – |
SHARKNINJA INC | COMMON STOCKS | 54M | 713K | – |
SILICON MOTION TECHNOL-ADR | COMMON STOCKS | 21M | 262K | – |
SKECHERS U S A INC CL A | COMMON STOCKS | 4M | 55K | – |
SPROTT PHYSICAL URANIUM TRUS | COMMON STOCKS | 207K | 11K | – |
SPROUTS FARMERS MARKET INC | COMMON STOCKS | 5M | 56K | – |
SPX TECHNOLOGIES INC | COMMON STOCKS | 27M | 188K | – |
SUPER HI INTERNATIONAL HOLDI | COMMON STOCKS | 1M | 59K | – |
SWEETGREEN INC - CLASS A | COMMON STOCKS | 50M | 2M | – |
TERAWULF INC | COMMON STOCKS | 21M | 5M | – |
TFI INTERNATIONAL INC | COMMON STOCKS | 31M | 215K | – |
TG THERAPEUTICS INC | COMMON STOCKS | 28M | 2M | – |
TRANSCAT INC | COMMON STOCKS | 24M | 197K | – |
TRANSMEDICS GROUP INC | COMMON STOCKS | 19M | 125K | – |
TTM TECHNOLOGIES | COMMON STOCKS | 9M | 453K | – |
ULTRA CLEAN HOLDINGS INC | COMMON STOCKS | 18M | 366K | – |
VARONIS SYSTEMS INC | COMMON STOCKS | 72M | 1M | – |
VEDANTA LTD | COMMON STOCKS | 101K | 19K | – |
VERONA PHARMA PLC - ADR | COMMON STOCKS | 15M | 1M | – |
VERTIV HOLDINGS LLC | COMMON STOCKS | 66M | 757K | – |
VIKING HOLDINGS LTD | COMMON STOCKS | 246K | 7K | – |
VIKING THERAPEUTICS INC | COMMON STOCKS | 38M | 715K | – |
WEBTOON ENTERTAINMENT INC | COMMON STOCKS | 10M | 453K | – |
WESTERN ALLIANCE BANCORP | COMMON STOCKS | 35M | 556K | – |
XPO INC | COMMON STOCKS | 62M | 584K | – |