Bradley Carpenter
Bradley Carpenter is a CFA-designated registered investment advisor at Hood River Capital Management LLC, based in Palm Beach Gardens, FL, with 10 years of industry experience. Bradley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 45 clients with $6.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50.0M | 1.00% |
| $50.0M - $100.0M | 0.90% |
| $100M+ | 0.80% |
Fee schedule is for the Small-Cap Growth strategy. The Small/Mid-Cap Growth strategy has a different fee schedule: 0.75% on the first $90 million and 0.65% on amounts over $90 million. Fees may be negotiable.
Fee Estimator
Location
2373 Pga Boulevard, Suite 200, Palm Beach Gardens, FL, 33410
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Bradley is the Director of Sales at Hood River Capital, an asset management firm, dedicating full-time hours. He also acts as a landlord for a rental property, requiring minimal time.
Employment History
Current Registrations
Hood River Capital Management LLC
Quasar Distributors, LLC
Quasar Distributors, LLCBroker
Previous Registrations
Citigroup Global Markets INC.Broker
Cantor Fitzgerald & CO.Broker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Wells Fargo Securities, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Wells Fargo Securities, LLCBroker
State Registrations53 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.