Equalize Community Development Fund
Rating
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Fund Information
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Open/Closed to New Investors
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Cash
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Performance
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Company Information
Provider
Equalize Capital LLC
Manager/Tenure
(Years)
(Years)
Lee Albert Calfo (6), Joe Gladue (6)
Website
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Address
Bluestone Capital Partners LLC
San Juan PR - 00901-1607
San Juan PR - 00901-1607
Country
United States
Phone Number
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Investment Strategy
The investment seeks to provide current income, consistent with the preservation of capital, and to enable institutional fund investors that are subject to regulatory examination for CRA compliance to claim favorable regulatory consideration of their investment under the CRA. Under normal market conditions, the fund will invest at least 80% of its total assets in Community Development Loans. It is non-diversified.