Equalize Capital LLC - Investment Advisers

About Equalize Capital LLC

Equalize Capital LLC is an investment adviser headquartered in San Juan, Puerto Rico, and one of the investment advisers in Puerto Rico. It reports $39.53 million in regulatory assets under management and four employees. The SEC-registered firm manages public and private funds and structured credit deals for the banking industry. Its Equalize Community Development Fund is an interval fund that invests mainly in SBA 504 first lien loans for small businesses. The fund was launched in 2013 as The 504 Fund by Jordan Blanchard and Robert Judge, and was organized as a Delaware statutory trust. It was renamed the Bluestone Community Development Fund in 2019, after Bluestone Capital Partners became its adviser, and took its current name in 2022. The fund offers to repurchase up to 5% of its shares each quarter. The firm also manages the American Home Opportunities Mortgage Fund, which holds residential mortgages made to borrowers with individual taxpayer identification numbers. Equalize has an affiliation with Alden Investment Group, which includes both a registered investment adviser and a broker-dealer. J. Alden Associates, Inc., an affiliate, distributes the community development fund. The firm is included in the directory of US investment advisers.

Key Facts

Assets Under Management

$39.53M

Employees

4

SEC File Number

801-114787