Funding the Future of Small Business
Welcome to Equalize Capital
Equalize Capital is an investment adviser registered under the Investment Advisers Act of 1940. Equalize Capital serves as the investment advisor to the Bluestone Community Development Fund (ticker BLUCX). Currently, the firm’s primary advisory client is the Fund. Equalize is headquartered in San Juan, Puerto Rico, with a satellite office in the suburbs of Philadelphia, Pennsylvania. Equalize has extensive ties to the banking industry through its asset management activities.
Equalize has an affiliation with Alden Investment Group, which consists of registered investment advisor and broker/dealer entities. Alden provides additional ties to the banking industry through the provision of equity research services focused on the banking industry and macroeconomic research, as well as a sales force of over a dozen individuals who focus on providing benefit solutions to banking companies.
Equalize maintains a service agreement with Live Oak Bancshares, and parent of Live Oak Bank (LOB), the owner of the previous advisor to the BLUCX Fund. LOB is the nation’s second largest SBA 7A lender, by volume. Another LOB affiliate is Government Loan Solutions (GLS), a leading sales, settlement and analytics company serving SBA 7A and SBA 504 lenders and investors.
The Bluestone Community Development Fund is distributed by Foreside Fund Services, LLC which is not affiliated with Equalize Capital or any affiliate. Foreside is not a registered investment advisor and does not provide investment advice.
Recent News & Publications
Originations of SBA 504 loans slowed down a bit as the SBA’s fiscal year came to a close on [...]
Originations of SBA 504 loans accelerated again during the past month. Through September 3, 2021, [...]
Originations of SBA 504 loans accelerated again during the past month. Through July 2, 2021, SBA [...]