Equalize Capital LLC

Overview

Equalize Capital LLC is a small, SEC-registered institutional RIA formed in 2019 and organized as an LLC. The firm serves institutional clients and bills for its advisory work on a percentage-of-AUM basis. Its stated advisory activities focus on portfolio management for investment companies and for pooled investment vehicles, indicating the firm acts as an adviser to funds rather than running a retail wealth-management practice. The firm is not positioned as a capital allocator and does not identify as an active ESG investor. It is not registered as a multi-state adviser and does not present itself as a pension consultant or related adviser. Industry affiliations recorded in the source include a broker-dealer relationship and another investment-adviser affiliation.

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Location & Offices