Equalize Capital

Asset Manager SEC-registered adviser

Legal name: Equalize Capital LLC

San Juan, PR Website

AUM

$39.5M
Regulatory AUM

Private funds

1
Other 1

Private fund assets

$10.8M
Gross asset value

Employees

4

Last Form D raise

Mar 2026
Most recent fund filing

From SEC Form ADV filing (filed Mar 27, 2026). View on SEC

People(1)

Owners and executive officers named on the firm's SEC Form ADV.

L
Lee Calfo
Chief Executive Officer
Source: SEC Form ADV

Funds(1)

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
American Home Opportunity Mortgage Fund LPOther$10.8M——Mar 2026Warm

Board seats

Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.

No board seats matched from SEC filings yet.

Regulatory identifiers

CRD number
300640
SEC file number
801-114787

Sources