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Equalize Capital LLC

● SEC registered since 2019CRD 300640SEC# 801-114787San Juan, PR
Export (members)
Ranks #5,626 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$49.4M
Fund GAV
$18.6M
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 $49.4 million in regulatory assets under management and employs 4 people. Equalize Capital LLC manages 1 private fund with combined gross assets of $18.6 million, including American Home Opportunity Mortgage Fund LP. By regulatory assets, it ranks 5,626 of 5,911 private fund managers.

Equalize Capital LLC private funds

1 funds · $18.6M GAV
FundTypeGross assetsMin.
American Home Opportunity Mortgage Fund LPOther Private$18.6M$50K

Equalize Capital LLC owners & executives

4 reported
NameTitleOwnershipSince
John Francis MulqueenBusiness DevelopmentUnder 5%2019
Joseph Gladue ControlChief Operating Officer50-75%2019
Karen M. Van HornChief Compliance OfficerUnder 5%2024
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Frequently asked questions

How much does Equalize Capital LLC manage?

Equalize Capital LLC reports $49.4 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 $18.6 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

AddressPmb 5333, 151 Calle San Francisco Suite 200, San Juan, PR 00901-1607
Phone443 802 6135
Office hours9:00 To 5:00
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$49.4M
Non-discretionary$0
Total (RAUM)$49.4M

Service providers