503 Capital Partners offers investment management to high-net-worth individuals, institutional investors, and pooled investment vehicles. The firm focuses on directly originated debt investments secured by projects related to education, healthcare, and waste transition. For separately managed accounts, 503 Capital Partners works with clients to create a portfolio strategy and manages client accounts to specific investment guidelines. The firm's investment process includes evaluating fundamentals, technicals, and valuations, with an emphasis on managing risk.
Fee Structure
503 Capital Partners' investment management fees for separately managed accounts are paid quarterly, based on the average market value of assets managed in the prior quarter. These fees typically range up to 1.25% annually, depending on the scope and complexity of services, the level of assets managed, and the overall relationship with 503 Capital Partners. Fees are negotiable and can vary based on account size, specific requirements, restrictions, performance fee components, or servicing needs.