EQUALIZE CAPITAL LLC

Pmb 5333, 151 Calle San Francisco Suite 200
San Juan, Puerto Rico 00901-1607
Tel: 443 802 6135

About EQUALIZE CAPITAL LLC

EQUALIZE CAPITAL LLC, formally registered with the SEC as EQUALIZE CAPITAL LLC. The firm was established in 02/14/2019. They have over 1 offices throughout the country.

EQUALIZE CAPITAL LLC is a San Juan, Puerto Rico based Financial Planning firm with nearly $61,153,215 assets under management, offering retirement planning & investment advisory services to 2 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	300640
SEC#	801-114787
Assets Managed by Firm	$61,153,215
No. of Clients	2
No. of Advisors	4

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for investment companies
Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	2	$61,153,215

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