Equity Resource Investments LLC

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Equity Resource Investments LLC ✚
CRD #	161186
SEC #	801-74326
CIK #
AUM	1,343.4 M (2026-05-14)
Employees	27 (78% Investors, 0% Brokers)
Phone	617-876-4800
Address	1280 Massachusetts Ave Cambridge, MA 02138
Source	[IAPD] [Website] [LinkedIn]

Total AUM ($M) Copy

Type	Form D Funds	Date	Sold	AUM
RE	Equity Resource Fund A 2025 LP	[2026-03-30]		64.5 M
	Filed 2025-10-03 (D) · Exemption 506(c), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose
RE	Equity Resource Fund B 2025 LP	[2026-03-30]		8.7 M
	Filed 2025-10-03 (D) · Exemption 506(c), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose
RE	Equity Resource Fund C 2025 LP	[2026-03-30]		2.4 M
	Filed 2025-09-12 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose
RE	F2022 Employee Participation Fund LLC	[2022-03-31]	1.1 M	1.3 M
	Filed 2022-04-12 (D) · Exemption 506(b), 3(c)(1) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
RE	CHP067 Holdings LLC	2021-12-14		1.2 M
RE	CHP076 Holdings LLC	2021-12-14		0.0 M
RE	CHP094 Holdings LLC	2021-12-14		1.1 M
RE	Cobble Hill Holdings LLC	2021-12-14		6.9 M
RE	Equity Resource Fund A 2022 LLC	[2021-12-14]	298.0 M	331.8 M
	Offered $350,000,000 · Filed 2022-09-30 (D/A) · Exemption 506(b), 3(c)(7) · Remaining $51,975,000 · Duration One year or less · Revenue Decline to Disclose
RE	Equity Resource Fund B 2022 LLC	[2021-12-14]	49.2 M	53.0 M
	Offered $350,000,000 · Filed 2022-09-30 (D/A) · Exemption 506(b), 3(c)(7) · Remaining $300,775,000 · Duration One year or less · Revenue Decline to Disclose
View All

AUM Breakdown	Accounts	AUM ($M)
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	68	1,343.4
(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	68	1,343.4
By Discretionary
Discretionary	68	1,343.4
Non-Discretionary	0	0.0
Total	68	1,343.4
By Non-United States Persons
Non-United States Persons		0.0
United States Persons		1,343.4
Total	68	1,343.4

Form D Directors	Role	# Filings	# Firms
Malcolm Maclean IV	Executive Officer	13	3
Eggert Dagbjartsson	Executive Officer	32	2
Victor Paci	Executive Officer	22	2
William Andrews	Executive Officer	19	2
Kurt Spring	Executive Officer	12	2
Erf Manager LLC	Executive Officer, Promoter	9	2
Paul Coelho	Executive Officer	7	2
Erf 2025 GP LLC	Promoter	6	2
Joanne Foley	Executive Officer	6	2
David Jarvis	Executive Officer	5	2
View All

Firm Profile (Form ADV)
Discretionary AUM	$0.5B
Serves	Institutional
Fund Types	Private Equity, Real Estate

Comparable Firms	State	AUM
FrontRange Capital Advisers LLC ✚	CO	1,509.4 M
FEG Private Investors LLC ✚	OH	1,469.2 M
Terracap Management LLC ✚	FL	1,439.1 M
Terra REIT Advisors LLC ✚	NY	1,435.0 M
Equity International Management LLC ✚	IL	1,396.1 M
Ecosystem Investment Partners LLC ✚	MD	1,278.8 M
Corbel Management LLC ✚	CA	1,237.6 M
Hackman Capital Partners LLC ✚	CA	1,188.3 M
Virtus Real Estate LLC ✚	TX	1,144.1 M
Edge Principal Advisors LLC ✚	NY	1,127.2 M

Equity Resource Investments LLC

Assets, Funds, Holdings