Equalize Capital LLC
Equalize Capital LLC is an SEC-registered asset manager in San Juan, PR with $39.5M assets under management (AUM, regulatory AUM), -20% over one year. See who owns Equalize Capital LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 300640, SEC 801-114787, data through 2026-03-27.
- AUM (assets under management / regulatory AUM)
- $39.5M (2026-03-27)
- Firm type
- Asset Manager
- Location
- San Juan, PR
- Employees
- 4
- Clients
- 1
- CRD
- 300640
- Ownership
- GLADUE, JOSEPH; CALFO, LEE, ALBERT; SMITH, KENNETH, RICHARD; VAN HORN, KAREN, M.; MULQUEEN, JOHN, FRANCIS
How much AUM does Equalize Capital LLC have?
Equalize Capital LLC reported $39.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-27).
Who owns Equalize Capital LLC?
Disclosed owners and executives of Equalize Capital LLC include GLADUE, JOSEPH, CALFO, LEE, ALBERT, SMITH, KENNETH, RICHARD, VAN HORN, KAREN, M., MULQUEEN, JOHN, FRANCIS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.