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Building 2EQUALIZE CAPITAL LLC

Map pinSAN JUAN, PR
Phone443 802 6135
NotebookSEC #801-114787
Total AUM
$39.5M
Employees
4
Clients
2

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
PMB 5333, 151 CALLE SAN FRANCISCO SUITE 200
SAN JUAN
PR 00901-1607
United States
Operating Hours
9:00 TO 5:00
Monday - Friday
Phone
443 802 6135

ReceiptFinancials

Total AUM
$39.5M
Accounts
2
Discretionary
$39.5M
Accounts
2
Non-Discretionary
$0
Accounts
0

ContactClients

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Investment Company Clients
1
AUM
$28.7M
Pooled Vehicle Clients
1
AUM
$10.8M

Briefcase businessServices

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Services Offered
Company Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
PR

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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