503 PARTNERS, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2016
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
PORTLAND, Oregon
CRD number
283349
Registered since
March 24, 2016

Firm profile

FINTRX

Overview

503 Partners, LLC is a limited liability company that functions primarily as a sponsor and general partner for pooled investment vehicles. Since its SEC registration in 2016 the firm’s activity has centered on launching and managing private funds rather than acting as a traditional advisory firm with retail advisory accounts. Its stated roles include serving as sponsor, general partner and managing member of pooled vehicles, which points to a hands-on operating model: sourcing deal flow, structuring vehicles, and running fund-level governance. Investment preferences tilt toward venture capital strategies. Fund sizes are modest, implying a focus on early-stage or niche opportunities where smaller, concentrated funds can be effective. The firm is not an active ESG investor and does not present itself as a multi-state advisory platform or pension consultant. It is classified as an unclassified adviser and is not identified as a capital allocator in the public filings.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 3
  • ANTHONY ARNERICH

    Managing DirectorCRD 1203062

  • Nicholas Walrod

    ManagerCRD 6628493

  • JOSEPH BILLER

    CRD 6315142

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

PORTLAND, OR

MULTNOMAH

Location

PORTLAND, OR

Headquartered in PORTLAND, OR, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.

Metro area
Portland-Vancouver-Salem, OR-WA
Region
West
County
MULTNOMAH
Address
2540 NE Martin Luther King Jr Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth