# EQUALIZE CAPITAL LLC

EQUALIZE CAPITAL LLC of SAN JUAN, PR is an SEC-registered investment adviser.

## Registration

- CRD: 300640
- Type: SEC-registered investment adviser
- SEC file number: 801-114787
- Location: PMB 5333, 151 CALLE SAN FRANCISCO SUITE 200, SAN JUAN, PR, 00901-1607
- Phone: 443 802 6135
- Latest filing: 2026-03-27
- Regulatory AUM: $39.5M
- Discretionary AUM: $39.5M
- Clients: 4
- Accounts: 2

## Business model

- Compensation: % of AUM
- Clients served: Investment cos

## Officers, owners & control persons (10)

| Name | Role | Location |
| --- | --- | --- |
| Joseph Gladue | CHIEF OPERATING OFFICER | Wayne, PA |
| Lee Albert Calfo | CHIEF EXECUTIVE OFFICER | — |
| John Francis Mulqueen | BUSINESS DEVELOPMENT | — |
| Karen M Van Horn | CHIEF COMPLIANCE OFFICER | — |
| SMITH JAMES RICHARD | CHIEF COMPLIANCE OFFICER | — |
| CALFO LEE ALBERT | CHIEF EXECUTIVE OFFICER | — |
| VAN BESIEN STEPHEN M | CHIEF COMPLIANCE OFFICER | — |
| GLADUE JOSEPH | CHIEF OPERATING OFFICER | — |
| MULQUEEN JOHN FRANCIS | BUSINESS DEVELOPMENT | — |
| Karen M. Van Horn | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/300640/brochure
- Similar advisers: https://search.stillhousedata.com/firm/300640/similar
- Related entities: https://search.stillhousedata.com/firm/300640/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/300640

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.