Equity Resource Investments LLC

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CAFR Data
Equity Resource Investments LLC
CRD #161186
SEC #801-74326
CIK #
AUM $1.1 BB (100% Disc, 100% US, 2020-03-25)
Employees21 (81% Investors, 0% Brokers)
Phone617-876-4800
Address1280 Massachusetts Ave
Cambridge, MA 02138
Source [IAPD] [Website]
Total AUM ($MM)
122598073549024502010201320172021
Type Private Fund Form D Sold ($MM) AUM ($MM)
RE Equity Resource Fund 2018 LLC [2018-08-03] 230.0 170.8
PE Eri/Indeca Holdings LLC [2017-03-27] 3.3 6.1
RE Equity Resource Fund 2017 Holdings LLC Series 3 [2016-11-29] 208.4 163.4
RE Equity Resource Fund 2017 REIT LLC [2016-11-29] 208.4 51.3
RE F2017 Employee Participation Fund LLC [2016-11-29] 2.2 2.2
RE F2018 Employee Participation Fund LLC [2016-11-29] 2.2 4.4
RE Equity Resource Fund 2015 REIT LLC [2016-01-12] 0.1 24.5
RE Equity Resource Fund 2015 Holdings LLC Series 3 [2015-02-10] 175.9 143.7
RE Equity Resource Fund 2013 REIT LLC [2014-01-10] 0.1 18.8
RE Equity Resource Fund 2013 Limited Partnership [2013-03-28] 67.6 38.4
View All
Fund Directors # Filings # Firms 2011 - 2020
Malcolm Maclean IV 2 2
Eggert Dagbjartsson 12 1
Victor Paci 11 1
ERF Manager LLC 6 1
ERF Fund 2015 MM LLC 2 1
ERF Fund 2013 GP LLC 2 1
ERF Fund 2011 GP LLC 2 1
EDVP Limited Partnership 1 1
ERF Fund 2017 MM LLC 1 1
ERF Fund 2018 MM LLC 1 1
Comparable Firms State AUM ($BB)
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Argosy Capital Group Inc
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Edge Principal Advisors LLC
NY 1.2
Terracap Management LLC
FL 1.1
Harbor Group International LLC
VA 1.1
Keystone National Group LLC
UT 1.0
Bow River Asset Management Corporation
CO 0.9
JVM Capital LLC
IL 0.9
Ecosystem Investment Partners LLC
MD 0.9
Raven Capital Management LLC
NY 0.9
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