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| 503 Capital Partners LLC
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|---|---|
| CRD # | 327580 |
| SEC # | 801-130277 |
| CIK # | 0002034848 |
| AUM | 636.4 M (2026-04-08) |
| Employees | 14 (64% Investors, 0% Brokers) |
| Phone | 913-279-0177 |
| Address | 4000 W 114th Street Leawood, KS 66211 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| HF | 503 Capital Partners Special Situation Credit Fund I LP | [2026-03-26] | 21.1 M | 40.3 M |
| Offered $21,092,729 · Filed 2025-12-22 (D) · Exemption 506(b) · Duration One year or less · Net Assets Decline to Disclose | ||||
| HF | 503 Capital Partners Tax Exempt Credit Opportunities Fund IV LP | [2025-03-20] | 28.8 M | 60.0 M |
| Offered $250,000,000 · Filed 2025-01-08 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $250,000 · Remaining $221,225,000 · Duration One year or less · Net Assets Decline to Disclose | ||||
| HF | 503 Education Advancement Fund LP | [2025-03-20] | 23.9 M | 48.4 M |
| Filed 2025-01-08 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $250,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | 503 Capital Partners Tax Exempt Credit Opportunities Fund III LP | [2024-03-30] | 61.0 M | 74.7 M |
| Filed 2024-02-28 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| HF | 503 Capital Partners Tax Exempt Credit Opportunities Fund II LP | [2022-03-30] | 11.0 M | 90.9 M |
| Filed 2021-10-21 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| HF | 503 Capital Partners Education Opportunities Fund LP | [2021-03-31] | 15.2 M | |
| Filed 2020-06-26 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| HF | 503 Capital Partners Tax Exempt Credit Opportunities Fund I LP | [2019-03-31] | 8.4 M | |
| Filed 2019-01-30 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| HF | 503 Capital Partners Direct Municipal Opportunities Fund LP | [2017-03-30] | 81.5 M | 0.3 M |
| Offered $81,500,000 · Filed 2025-12-16 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Duration One year or less · Revenue Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 5 | 213.8 |
| (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 | 8 | 392.5 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 30.1 |
| (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 | 14 | 636.4 |
| By Discretionary | ||
| Discretionary | 14 | 636.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 14 | 636.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 636.4 | |
| Total | 14 | 636.4 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Gary Henson | Executive Officer | 12 | 5 | |
| Michelle Johnston | Executive Officer | 6 | 3 | |
| Michelle Kelly | Director, Executive Officer | 6 | 3 | |
| Connie Savage | Director, Executive Officer | 5 | 2 | |
| Tortoise Capital Advisors LLC | Promoter | 4 | 2 | |
| Jeremy Goff | Executive Officer | 2 | 2 | |
| Vesta Marks | Executive Officer | 2 | 2 | |
| Kevin Birzer | Executive Officer | 2 | 2 | |
| David Sifford | Executive Officer | 3 | 1 | |
| Kate Moore | Executive Officer | 3 | 1 | |
| View All | ||||
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Fund Types | Hedge Fund |
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