Kenneth R. Smith

Equalize Community Development Fund is a closed-end, non-diversified management investment company, which engages in the provision of current income, consistent with the preservation of capital, and to enable institutional fund investors to claim favorable regulatory consideration of their investment. The firm is also involved in investing primarily in a portfolio of loans that are eligible for Community Reinvestment Act of 1977 treatment as community development loans or qualified investments. The company was founded on July 29, 2013 and is headquartered in Wayne, PA.

Alden Capital Management LLC provides investment advice. The private company is based in Bellevue, WA. The CEO of the company is Lee Albert Calfo.

Alden Associates, Inc. engages in the provision of computers, networking equipment, and peripherals. The company was founded in 1984 and is headquartered in Bellevue, WA.

Part of Cohen & Co., Inc., Dekania Capital Management LLC is a company that provides investment advisory services. The company is based in Philadelphia, PA.

Cohen & Co. Financial Management LLC (CCFM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2003 and is a subsidiary of Dekania Investors LLC, ultimately owned by Cohen & Co., Inc. (NYSE: COHN). CCFM manages investment products, which includes funds, managed accounts and collateralized debt obligations.

Bluestone Capital Management LLC (Bluestone) is a SEC-registered investment advisor and hedge fund manager headquartered in Wayne, Pennsylvania. The firm was founded in 2010 and is a subsidiary of R5 Partners, Inc. Bluestone provides advisory and investment management services to institutional investors and (primarily) high-net-worth individuals.

Founded in 2012, MCG securities LLC is an investment research firm located in Wayne, Pennsylvania. The firm does business as Merion Capital Group and is a subsidiary of R5 Partners, Inc.