Form D · Other Investment Fund

503 Capital Partners Education Advancement Fund LP

Leawood, KS · CIK 0002042925

Offering snapshot reported Jan 8, 2025 · SEC filing

Reported sold
$23.9M
Indefinite offering
Investors reported
14
Form D · investor count
Minimum accepted
$250K
Reported outside-investor minimum
First sale
Jan 1, 2025
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported investors0 → 14

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jan 8, 2025Amendment$23,925,000No comparison14SEC filing
Dec 19, 2024InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-532756
First close of January 1, 2025.

Source: Form D, filed Jan 8, 2025. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

503 EDUCATION ADVANCEMENT FUND, LP

Investment adviser: 503 CAPITAL PARTNERS, LLC

Gross asset value
$48.4M
Beneficial owners
46
ADV minimum commitment
$250K

Reported in Form ADV on Apr 8, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator U.S. BANK FUND SERVICES MILWAUKEE, Wisconsin, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor ERNST & YOUNG, LLP KANSAS CITY, Missouri, United States
Custodian U.S. BANK NATIONAL ASSOCIATION MILWAUKEE, Wisconsin, United States Related to adviser: No
Marketer CAIS CAPITAL LLC NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes

ERNST & YOUNG, LLP
PCAOB 42

U.S. BANK NATIONAL ASSOCIATION
LEI 6BYL5QZYBDK8S7L73M02

CAIS CAPITAL LLC
CRD 154512 · SEC 8-68646

Filing source

Form ADV 2087213 · Apr 8, 2026 · Schedule D 7.B.(1), fund 805-1797165329

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
NameReported role
Kate Moore Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
4000 W. 114th Street Suite 260
Leawood, KS, 66211