EQUALIZE CAPITAL LLC

Overview

Equalize Capital LLC is an SEC-registered investment adviser formed as a limited liability company in 2019 that focuses on institutional mandates and fee-based portfolio management. The firm’s stated advisory activities center on managing portfolios for investment companies and for pooled investment vehicles, indicating a manager role for fund structures rather than a retail wealth-advisory model. Its business setup lists an individual owner and shows an affiliation with broker-dealer activity alongside its adviser function. Investment practice appears concentrated and manager-driven: Equalize Capital pays particular attention to allocating capital into real estate strategies via third-party managers and structures (see Investments & Alternatives). The firm charges a percentage-of-AUM fee and does not identify as an active ESG investor. Registration notes classify the adviser as unclassified and not a capital allocator.

Assets & Accounts

Investments & Alternatives

Location & Offices