← Back to searchVisit website
EQUALIZE CAPITAL LLC
CRD 300640 · SEC 801-114787
PMB 5333, 151 CALLE SAN FRANCISCO SUITE 200, SAN JUAN, PR, 00901-1607, United States
Phone
443 802 6135
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$39.5M
Discretionary AUM
$39.5M
Team
4 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Portfolio management (investment companies)Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Investment companies | 1 | $28.7M |
| Pooled investment vehicles | 1 | $10.8M |
States served
PR
All web addresses on file
Official SEC filing: View on IAPD