Equity Resource Investments LLC

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Assets, Funds, Holdings

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Equity Resource Investments LLC
CRD #161186
SEC #801-74326
CIK #
AUM $1.2 BB (2024-07-18)
Employees 20 (85% Investors, 0% Brokers)
Phone617-876-4800
Address1280 Massachusetts Ave
Cambridge, MA 02138
Source [IAPD] [Website] [LinkedIn]
Total AUM ($MM)
1500120090060030002009201420192025
Type Form D Funds Date Sold ($MM) AUM ($MM)
RE F2022 Employee Participation Fund LLC 2022-03-31 1.2
RE Chp067 Holdings LLC 2021-12-14 1.2
RE Chp076 Holdings LLC 2021-12-14 0.0
RE Chp094 Holdings LLC 2021-12-14 1.1
RE Cobble Hill Holdings LLC 2021-12-14 8.0
RE Equity Resource Fund A 2022 LLC [2021-12-14] 298.0 309.8
RE Equity Resource Fund B 2022 LLC [2021-12-14] 49.2 50.9
RE Equity Resource Fund C 2022 LLC [2021-12-14] 2.8 2.8
RE Eri/Muirfield Hammond LLC 2021-12-14 9.1
RE Eri/Seaview Gp/Lp LLC 2021-12-14 0.2
View All
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 79 1,225.2
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 79 1,225.2
By Discretionary
Discretionary 79 1,225.2
Non-Discretionary 0 0.0
Total 79 1,225.2
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 1,225.2
Total 79 1,225.2
Form D Directors # Filings # Firms 2011 - 2024
Malcolm Maclean IV 13
Eggert Dagbjartsson 26
Victor Paci 22
William Andrews 19
ERF Manager LLC 9
Kurt Spring 6
David Jarvis 5
ERF Fund 2022 MM LLC 4
ERF Fund 2020 MM LLC 3
ERF Fund 2011 GP LLC 2
View All
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Phorcys Investment Advisors LLC
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FEG Private Investors LLC
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Yieldstreet Management LLC
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Safanad Inc
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Arden Fund Management LLC
PA 1.2
Capitol Meridian Partners LP
DC 1.0
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