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| Equalize Capital LLC
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|
|---|---|
| CRD # | 300640 |
| SEC # | 801-114787 |
| CIK # | |
| AUM | $39.5 M (2026-03-27) |
| Employees | 4 (50% Investors, 100% Brokers) |
| Phone | 443-802-6135 |
| Address | Pmb 5333, 151 Calle San Francisco Suite 200 San Juan, PR 00901-1607 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | American Home Opportunity Mortgage Fund LP | [2021-10-07] | 0.0 | 10.8 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 28.7 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 10.8 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2 | 39.5 |
| By Discretionary | ||
| Discretionary | 2 | 39.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2 | 39.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 39.5 | |
| Total | 2 | 39.5 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Lee Calfo | 7 | 4 | ||
| Kenneth Smith | 25 | 3 | ||
| Andrew Giannone | 2 | 2 | ||
| Joseph Gladue | 1 | 1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Yorkville America Equities LLC
✚
|
NJ | 0.0 |
|
Connetic RIA LLC
✚
|
KY | 0.0 |
|
Neiman Funds Management LLC
✚
|
NY | 0.0 |
|
Goose Hollow Capital Management LLC
✚
|
NJ | 0.0 |
|
P3 Asset Management LLC
✚
|
WA | 0.0 |
|
Anthony Capital Management LLC
✚
|
WI | 0.0 |
|
Gemcorp Capital Advisors LLC
✚
|
NY | 0.0 |
|
Concourse Capital Advisors LLC
✚
|
GA | 0.0 |
|
Bertolet Capital LLC
✚
|
NY | 0.0 |
|
Gurufocus Investments LLC
✚
|
TX | 0.0 |