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Chief Executive Officer · Equalize Capital LLC

Lee A. Calfo

CRD 4782334 · Named on Form ADV at 3 SEC-registered advisers

At a glance

Equalize Capital LLC, an SEC-registered asset manager based in SAN Juan, PR with $40 million in regulatory assets, lists Lee A. Calfo on its Form ADV as Chief Executive Officer, a control person. The SEC filings also name Lee at 2 other registered advisers.

Firms and roles

  • Equalize Capital LLCChief Executive OfficerAsset manager · SAN Juan, PR · $40M in regulatory assets
  • Alden CapitalChief Executive OfficerWealth manager · Wayne, PA · $1.5B in regulatory assets
  • Alden Investment GroupChief Executive OfficerWealth manager · Wayne, PA · $386M in regulatory assets

AtlasMembers

Lee’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at each firm
3 firmsLocked
Control-person status
3 firmsLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Lee’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.