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Equalize Capital LLC

equalizecapital.com Direct investor

Equalize Capital is an SEC registered asset management company that establishes and manages funds investing in loans to underserved small businesses and residential borrowers, including SBA 504 loans, USDA loans, and ITIN mortgages.

Equalize Capital LLC is an asset manager headquartered in San Juan, United States. It invests directly in companies, in small business loans, SBA 504 loans, USDA loans and ITIN mortgages.

“Our mission is to create and manage funds and strategies that provide investment to underserved and underbanked small businesses and persons that benefits the well being of local communities.”

— Equalize Capital LLC, own website
Layer
Direct investor
Type
Asset manager
Stage
Unknown
Headquarters
San Juan, United States
Invests in
US
Sectors
small business loans, SBA 504 loans, USDA loans, ITIN mortgages, community development

Team, as Equalize Capital LLC publishes it

  • Lee Calfo Chairman & CEO
  • Joe Gladue President, CFO & Treasurer
  • Georgia Walters General Counsel
  • Gregory Hansell Chief Technology Officer
  • Laura DeGraff Chief Marketing Officer
  • Karen Van Horn Chief Compliance Officer
  • Buck Burns Portfolio Manager

Names and roles exactly as listed on equalizecapital.com. Nothing else about these people is recorded.

Where this comes from

Every fact above was read from a page Equalize Capital LLC publishes itself. Nothing is taken from third-party databases. Investment activity (deals, co-investors) is not yet recorded.

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Record 5062 · added 2026-09-03 · link last verified 2026-09-06 · confidence high

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