OPERATING EXPENSES LIMITATION AGREEMENTOperating Expenses Limitation Agreement • October 25th, 2024 • Equalize Community Development Fund • Delaware
Contract Type FiledOctober 25th, 2024 Company JurisdictionThis AGREEMENT (the “Agreement”) is dated as of September 24, 2024, by and between Equalize Community Development Fund, a Delaware statutory trust (the “Fund”), and Equalize Capital LLC (the “Adviser”).
DISTRIBUTION AGREEMENTDistribution Agreement • October 25th, 2024 • Equalize Community Development Fund • Delaware
Contract Type FiledOctober 25th, 2024 Company JurisdictionTHIS AGREEMENT is made and entered into as of this 1st day of November, 2024 (the “Agreement”) by Equalize Community Development Fund (the “Fund”), a Delaware statutory trust, and J. Alden Associates, Inc., a Delaware corporation (the “Distributor”).
COMPLIANCE CONSULTING AGREEMENTCompliance Consulting Agreement • October 25th, 2024 • Equalize Community Development Fund • Virginia
Contract Type FiledOctober 25th, 2024 Company JurisdictionTHIS AGREEMENT (the “Agreement”) is entered into to be effective as of the 8th day of May, 2024, by and among Oyster Consulting, LLC® (“Oyster”), a Virginia limited liability corporation, which term, as used herein shall include, as appropriate, relevant Oyster personnel, including but not limited to Dean Pelos (“Mr. Pelos”), or any consultant provided by Oyster to The Equalize Community Development Fund (“Equalize Community Development Fund”).
DISTRIBUTION SERVICES AGREEMENTDistribution Services Agreement • October 25th, 2024 • Equalize Community Development Fund • Delaware
Contract Type FiledOctober 25th, 2024 Company JurisdictionTHIS AGREEMENT made this 1st day of November, 2024, by and between Equalize Capital LLC, a Puerto Rico limited liability company, and J. Alden Associates, Inc., a Delaware corporation (the “Distributor”).