Equalize Capital LLC
● SEC registered since 2019CRD 300640SEC# 801-114787San Juan, PR
Ranks #5,894 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$39.5M
Fund GAV
$10.8M
Private funds
1
Employees
4
Accounts
2
Location
San Juan, PR
Equalize Capital LLC assets under management
Equalize Capital LLC is an SEC-registered investment adviser based in San Juan, PR. The firm has been registered since 2019. It reports $39.5 million in regulatory assets under management and employs 4 people. Equalize Capital LLC manages 1 private fund with combined gross assets of $10.8 million, including American Home Opportunity Mortgage Fund LP. By regulatory assets, it ranks 5,894 of 6,004 private fund managers.
Equalize Capital LLC private funds
1 funds · $10.8M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| American Home Opportunity Mortgage Fund LP | Other Private | $10.8M | $50K |
Equalize Capital LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Joseph Gladue Control | Chief Operating Officer | 50-75% | 2019 |
| Karen M. Van Horn | Chief Compliance Officer | Under 5% | 2024 |
| Lee Albert Calfo Control | Chief Executive Officer | 25-50% | 2019 |
Frequently asked questions
How much does Equalize Capital LLC manage?
Equalize Capital LLC reports $39.5 million in regulatory assets under management on its Form ADV.
How many private funds does Equalize Capital LLC manage?
Equalize Capital LLC manages 1 private funds with combined gross assets of $10.8 million.
How many employees does Equalize Capital LLC have?
Equalize Capital LLC reports 4 employees.
Where is Equalize Capital LLC located?
Equalize Capital LLC is based in San Juan, PR and has been SEC-registered since 2019.
Does Equalize Capital LLC disclose fund performance?
Equalize Capital LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | Pmb 5333, 151 Calle San Francisco Suite 200, San Juan, PR 00901-1607 |
| Phone | 443 802 6135 |
| Office hours | 9:00 To 5:00 |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$39.5M▼ 20%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 97%
Larger than 3% of 16,271 advisers
AUM vs fund managersTop 98%
Larger than 2% of 6,004 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$39.5Mregulatory AUM
Discretionary $39.5M