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⚲
|
| Equity Resource Investments LLC
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|
|
|---|---|
| CRD # | 161186 |
| SEC # | 801-74326 |
| CIK # | |
| AUM | $1.2 BB (2024-07-18) |
| Employees | 20 (85% Investors, 0% Brokers) |
| Phone | 617-876-4800 |
| Address | 1280 Massachusetts Ave Cambridge, MA 02138 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| 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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DC | 1.0 |