Equalize Capital LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 300640
- SEC number
- 801-114787
- Firm type
- RIA
- Assets under management
- $39.5M as of Mar 27, 2026
- Website
- equalizecapital.com ↗
- Phone
- 443 802 6135
- Address
- Pmb 5333, 151 Calle San Francisco Suite 200, San Juan, PR, 00901-1607
Advisors at this firm
3 in our index · page 1 of 1
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Lee Albert CalfoCRD 4782334 · Wayne, PAIA RegisteredBroker
-
Joseph GladueCRD 2444732 · San Juan, PRIA RegisteredBroker
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Brian C. ShevlandCRD 4570496 · Palmas Del Mar, PRIA RegisteredBrokerDisclosure event(s) on record
1–3 of 3
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 300640 ↗
FINRA BrokerCheck record for firm CRD 300640 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
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