Assets Under Management
$49.4M
Number of Clients
2
Number of Advisors
4
Average Client AUM
$24.7M
AUM per Advisor
$12.4M
Compensation
Fee-Only (AUM)
Equalize Capital, LLC provides discretionary asset management services to the Equalize Community Development Fund (EQCDX), a registered investment company, and the American Home Opportunity Mortgage Fund, LP, a private fund. They invest in 504 First Lien Loans and ITIN mortgage loans.
Pmb 5333, 151 Calle San Francisco Suite 200, San Juan, PR, 00901-1607