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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Equalize Capital LLC
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| CRD # | 300640 |
| SEC # | 801-114787 |
| CIK # | |
| AUM | $49.4 M (2025-03-18) |
| Employees | 4 (50% Investors, 100% Brokers) |
| Phone | 443-802-6135 |
| Address | Pmb 5333, 151 Calle San Francisco Suite 200 San Juan, PR 00901-1607 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | American Home Opportunity Mortgage Fund LP | [2021-10-07] | 0.0 | 18.6 |
| 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) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 33.7 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 15.7 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 2 | 49.4 |
| By Discretionary | ||
| Discretionary | 2 | 49.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2 | 49.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 49.4 | |
| Total | 2 | 49.4 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Lee Calfo | 7 | ||
| Kenneth Smith | 25 | ||
| Joseph Gladue | 1 | ||
| Andrew Giannone | 1 |
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