|
⚲
|
| 503 Capital Partners LLC
✚
| |
|---|---|
| CRD # | 327580 |
| SEC # | 801-130277 |
| CIK # | |
| AUM | $382.0 MM (2024-08-27) |
| Employees | 14 (71% Investors, 0% Brokers) |
| Phone | 913-279-0177 |
| Address | 6363 College Boulevard Overland Park, KS 66211 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| HF | 503 Capital Partners Tax Exempt Credit Opportunities Fund III LP | [2024-03-30] | 61.0 | 74.9 |
| HF | 503 Capital Partners Tax Exempt Credit Opportunities Fund II LP | [2022-03-30] | 11.0 | 101.2 |
| HF | 503 Capital Partners Education Opportunities Fund LP | [2021-03-31] | 0.0 | 18.9 |
| HF | 503 Capital Partners Tax Exempt Credit Opportunities Fund I LP | [2019-03-31] | 0.0 | 25.5 |
| HF | 503 Capital Partners Direct Municipal Opportunities Fund LP | 2017-03-30 | 13.1 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 146.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 5 | 235.7 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 9 | 382.0 |
| By Discretionary | ||
| Discretionary | 9 | 382.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 9 | 382.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 382.0 | |
| Total | 9 | 382.0 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 | |
|---|---|---|---|---|
| Gary Henson | 11 | |||
| Michelle Johnston | 6 | |||
| Michelle Kelly | 6 | |||
| Connie Savage | 5 | |||
| Tortoise Capital Advisors LLC | 4 | |||
| Kevin Birzer | 2 | |||
| Vesta Marks | 2 | |||
| Jeremy Goff | 2 | |||
| Maneesh Juhnjuhnwala | 2 | |||
| David Sifford | 2 | |||
| View All | ||||
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