EQUALIZE CAPITAL LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $39.5M |
| Discretionary | $39.5M100% of AUM |
| Client Accounts | 2 |
| Avg Account Size | $19.8M |
| Employees | 4 |
| Peak AUM | $82.2MMar 2022 |
| AUM CAGR | -1.8% /yrover 7 yrs · 14 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $40M | 20.0% | 15.9% | 1.3% | |
| Discretionary AUM | $40M | ||||
Key Metrics
| Total AUM | $39.5M |
| Discretionary | $39.5M |
| Employees | 4 |
| Client Accounts | 2 |
| Client Range | 0 |
Contact & Location
Address
PMB 5333, 151 CALLE SAN FRANCISCO SUITE 200
SAN JUAN PR 00901-1607
Phone
443 802 6135
Filing History
14 ADV Part 1 submissions
Fee Structure
% of AUM
Advisory Services
Portfolio Mgmt (Pooled)Portfolio Mgmt (Institutional)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$40M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Pooled Vehicles
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Related Entities (Item 7)
Broker-DealerInvestment Adviser