503 CAPITAL PARTNERS, LLC
Firm details
- Headquarters
- LEAWOOD, Kansas
- CRD number
- 327580
- Registered since
- May 30, 2024
- Custodians
- CHARLES SCHWAB & CO., INC., THE BANK OF NEW YORK MELLON
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles61.68%
- HNWI33.59%
- Charitable Organizations4.74%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
503 Capital Partners, LLC is an SEC-registered investment adviser organized as an LLC and classified as a hedge fund manager. The firm provides portfolio management for individuals and small businesses, pooled investment vehicles, and institutional clients, and it acts as sponsor, general partner and managing member for pooled vehicles it runs. Its fee schedule combines a percentage-of-AUM charge with performance-based fees, which aligns compensation with active, return-seeking strategies. Investment activity shows a clear fixed-income tilt at the managed-account level, with a sizable municipal bond allocation. At the same time, the firm runs multiple private funds and deploys capital into alternative strategies, indicating a blended approach that pairs traditional income-generating instruments with opportunistic, manager-driven alternatives. 503 Capital’s structure and business activities signal a focus on running pooled hedge fund strategies alongside discretionary advisory mandates for high-net-worth and institutional clients.
Assets & Accounts
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
- State & Local Bonds88%
- Cash & Cash Equivalents7%
- Non-Investment Grade Corp Bonds5%
Owners & executives
1 of 1David Sifford
CIO and Managing PartnerCRD 7833660
Contacts
2 of 2KATHERINE MOORE
Managing PartnerCRD 5393729
GARY HENSON
Managing PartnerCRD 2130871
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
LEAWOOD, KS
JOHNSON
Location
LEAWOOD, KS
Headquartered in LEAWOOD, KS, anchoring the Kansas City-Overland Park-Kansas City, MO-KS metro in the Midwest.
- Metro area
- Kansas City-Overland Park-Kansas City, MO-KS
- Region
- Midwest
- County
- JOHNSON
- Address
- 4000 W 114th St
- Time zone
- CT (UTC-6)
- Office locations
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