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| Portfolios |
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| Track firms over time with portfolios. Click on the ✚ to add to a portfolio. |
| Equity Resource Investments LLC
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| CRD # | 161186 |
| SEC # | 801-74326 |
| CIK # | |
| AUM | $1.1 BB (100% Disc, 100% US, 2020-03-25) |
| Employees | 21 (81% Investors, 0% Brokers) |
| Phone | 617-876-4800 |
| Address | 1280 Massachusetts Ave Cambridge, MA 02138 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| 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 |
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CO | 0.9 |
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IL | 0.9 |
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MD | 0.9 |
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