Form D · Hedge Fund

503 Capital Partners Tax Exempt Credit Opportunities Fund IV, LP

Leawood, KS · CIK 0002044833

Offering snapshot reported Jan 8, 2025 · SEC filing

Reported sold
$28.8M
Offering amount: $250M
Investors reported
44
Form D · investor count
Minimum accepted
$250K
Reported outside-investor minimum
First sale
Dec 1, 2024
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$14.4M$28.8MDec 13, 2024: $13,725,000.00Dec 13, 2024Jan 8, 2025: $28,775,000.00Jan 8, 2025

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported sold$13,725,000 → $28,775,000
  • Reported investors16 → 44

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jan 8, 2025Amendment$28,775,000$15,050,000vs Dec 13, 202444SEC filing
Dec 13, 2024Initial$13,725,000No comparison16SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-532032
First close was December 1, 2024; Second close 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 CAPITAL PARTNERS TAX EXEMPT CREDIT OPPORTUNITIES FUND IV, LP

Investment adviser: 503 CAPITAL PARTNERS, LLC

Gross asset value
$60M
Beneficial owners
227
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
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

ERNST & YOUNG, LLP
PCAOB 42

U.S. BANK NATIONAL ASSOCIATION
LEI 6BYL5QZYBDK8S7L73M02

Filing source

Form ADV 2087213 · Apr 8, 2026 · Schedule D 7.B.(1), fund 805-3677350826

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 St Suite 260
Leawood, KS, 66211