EQUALIZE CAPITAL LLC of SAN JUAN, PR is an SEC-registered investment adviser (CRD 300640). Regulatory assets under management: $39.5M.
Compensation: % of AUM.
Clients served: Investment cos.
| 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 | — |
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|---|---|---|---|---|
| AMERICAN HOME OPPORTUNITY MORTGAGE FUND LP | Other Private Fund | Delaware | 4 | $10.8M | $50K |