Overview
Assets Under Management: $382 million
Headquarters: LEAWOOD, KS
High-Net-Worth Clients: 5
Average Client Assets: $31 million
Frequently Asked Questions
503 CAPITAL PARTNERS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #327580), 503 CAPITAL PARTNERS, LLC is subject to fiduciary duty under federal law.
503 CAPITAL PARTNERS, LLC is headquartered in LEAWOOD, KS.
503 CAPITAL PARTNERS, LLC serves 5 high-net-worth clients according to their SEC filing dated December 16, 2024. View client details ↓
According to their SEC Form ADV, 503 CAPITAL PARTNERS, LLC offers portfolio management for individuals and portfolio management for pooled investment vehicles. View all service details ↓
503 CAPITAL PARTNERS, LLC manages $382 million in client assets according to their SEC filing dated December 16, 2024.
According to their SEC Form ADV, 503 CAPITAL PARTNERS, LLC serves high-net-worth individuals and pooled investment vehicles. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles
Clients
Number of High-Net-Worth Clients: 5
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 38.35
Average High-Net-Worth Client Assets: $31 million
Total Client Accounts: 9
Discretionary Accounts: 9
Regulatory Filings
CRD Number: 327580
Last Filing Date: 2024-12-16 00:00:00
Website: https://503capitalpartners.com