Equalize Capital LLC

Fee-Only (% of Portfolio)

Equalize Capital manages investments for the Equalize Community Development Fund, a registered investment company, and the American Home Opportunity Mortgage Fund, a private fund. Equalize makes investment decisions and continuously reviews and supervises the investment programs for both funds. The Community Development Fund invests primarily in 504 First Lien Loans, while the Home Opportunity Mortgage Fund invests primarily in ITIN mortgage loans.

Assets Under Management$49M
Clients2
Advisors4
Avg. per Client$25M
Avg. per Advisor$12M

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

4 Advisors at this firm