Equalize Capital Llc
- Regulatory AUM
- $39.5M
- Discretionary
- $39.5M
- Clients
- 2
- Avg AUM / client
- $19.8M
- Accounts
- 2
- Employees
- 4
AUM over time
Annual snapshots from Form ADV filings · as of Mar 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 1 | $28.7M | 72.6% |
| Pooled investment vehicles (non-investment companies) | 1 | $10.8M | 27.4% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $18.6M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| American Home Opportunity Mortgage Fund Lp | Other Private Fund | Delaware | $18.6M | 5 |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| John Francis Mulqueen | Business Development | Jan 2019 (8y) | Less than 5% | |
| Joseph Gladue | Chief Operating Officer | CFA | Jan 2019 (8y) | 50% – 75% |
| Lee Albert Calfo | Chief Executive Officer | Jan 2019 (8y) | 25% – 50% | |
| Karen M. Van Horn | Chief Compliance Officer | Feb 2024 (3y) | Less than 5% | |
| Robert Emmett Burns | Registered representative | Jan 2025 (2y) | ||
| Brian C. Shevland | Registered representative | Jun 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $18.6M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| American Home Opportunity Mortgage Fund Lp | Other Private Fund | $18.6M | $500K | 5 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 1.23 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for investment companies
- • Portfolio management for pooled investment vehicles
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗