Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Equalize Capital, LLC provides asset management services to The Equalize Community Development Fund for an annual fee of 1.50% of the average net assets of the Fund. For advisory services to the American Home Opportunity Mortgage Fund, LP, the firm is entitled to receive a management fee paid monthly in advance. This fee is equal to 1/12th of 1.25% (1.25% per annum) of each investor’s capital account balance as of the beginning of each month.
Areas of Practice
Advisor Information
Office location
37 West Ave, Suite 301, Wayne, PA, 19087
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Lee is an officer of R5 Partners Inc., a personal holding company, and a consultant and board member for Green Mountain Holdings. He also holds CEO positions at J Alden Associates, Inc., Alden Capital Management, Equalize Capital, Alden Investment Advisors, and is President and CEO of Alden Investment Group.