503 Capital Partners, LLC

RIASEC Registered

Total AUM

$636M

Discretionary

$636M

100% of AUM

Avg account

$45.5M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Leawood, Kansas
CRD number: 327580
Registered since: May 30, 2024
Website: 503capitalpartners.com
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

FINTRX

Overview

503 Capital Partners, LLC operates as an LLC and is registered with the SEC, with registration recorded in 2024. The firm is organized as a hedge fund manager that serves both individual/family and institutional clients. Its compensation model combines an asset-based fee with performance-based fees, reflecting a typical hedge-fund alignment of interests. Advisory activity spans discretionary portfolio management for individuals and small businesses, management of pooled investment vehicles, and portfolio management for business or institutional clients. The firm also functions in sponsor and general partner capacities and serves as managing member of pooled investment vehicles. 503 Capital Partners is not carved out as a multi-state adviser, does not identify as an active ESG investor, and does not list pension consulting or related-adviser roles.