Equity Resource Investments LLC

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Equity Resource Investments LLC ✚
CRD #	161186
SEC #	801-74326
CIK #
AUM	$1.3 B (2025-05-13)
Employees	25 (80% 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 ($M)	AUM ($M)
RE	F2022 Employee Participation Fund LLC	[2022-03-31]	1.1	1.3
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		7.9
RE	Equity Resource Fund A 2022 LLC	[2021-12-14]	298.0	327.8
RE	Equity Resource Fund B 2022 LLC	[2021-12-14]	49.2	53.6
RE	Equity Resource Fund C 2022 LLC	[2021-12-14]	2.8	2.9
RE	Eri/Muirfield Hammond LLC	2021-12-14		9.1
RE	Eri/Seaview Gp/Lp LLC	2021-12-14		0.2
RE	F2018 SCG AIV LLC	2021-12-14		18.0
RE	F2018 SCG TE AIV LLC	2021-12-14		22.5
RE	F2020 SCG AIV LLC	2021-12-14		24.4
RE	F2020 SCG TE AIV LLC	2021-12-14		16.1
RE	HIL Parent LLC	2021-12-14		13.9
RE	Malvern Associates Limited Partnership	2021-12-14		1.5
RE	Newhall Associates Limited Partnership	2021-12-14		6.7
RE	One Glenwood Holdings LLC	2021-12-14		0.2
RE	Parkhill Associates	2021-12-14		0.0
RE	QTA Parent LLC	2021-12-14		2.3
RE	Savin Hill Holdings LLC	2021-12-14		5.6
RE	Winthrop Residential Associates II A Limited Partnership	2021-12-14		4.0
RE	Equity Resource Fund 2018 REIT LLC	[2021-03-26]	0.1	16.1
RE	Equity Resource Fund 2020 LLC	[2021-03-26]	205.2	301.5
RE	Equity Resource Fund 2020 REIT LLC	[2021-03-26]	0.1	37.1
RE	Eri/Jsn Holdings LLC	2021-03-26		0.8
RE	F2011 LP Acquisition LLC	2021-03-26		0.0
RE	F2013 LP Acquisition LLC	2021-03-26		0.0
RE	F2015 LP Acquisition LLC	2021-03-26		0.1
RE	F2020 Employee Participation Fund LLC	[2021-03-26]	4.4	1.3
RE	Eri/Csm Holdings LLC	2020-03-25		0.9
RE	Eri/Wlv Holdings LLC	2020-03-25		1.2
RE	F2009 LP Acquisition LLC	2020-03-25		5.3
RE	F2015 Employee Promote LLC	2020-03-25		9.2
RE	F2017 Employee Promote LLC	2020-03-25		0.0
RE	F2018 Employee Promote LLC	2020-03-25		8.0
RE	F24 LP Acquisition LLC	2020-03-25		1.8
RE	Equity Resource Fund 2018 LLC	[2019-03-22]	230.0	270.0
RE	Eri/Chk Holdings LLC	2019-03-22		0.1
RE	Eri/Ch North Holdings LLC	2019-03-22		2.5
RE	F2018 Employee Participation Fund LLC	[2019-03-22]	2.2	3.8
RE	Equity Resource Fund 2017 REIT LLC	[2018-03-29]	0.1	30.1
RE	Eri/Bal Holdings LLC	2018-03-29		0.6
PE	Eri/Indeca Holdings LLC	[2018-03-29]	3.3	0.1
RE	Eri/Jas Holdings LLC	2018-03-29		1.1
RE	Eri/Seaview Parent LLC	2018-03-29		8.3
RE	F22 LP Acquisition LLC	2018-03-29		6.1
RE	F23 LP Acquisition LLC	2018-03-29		6.4
RE	CS of Greenwood Holdings LLC	2017-03-28		0.9
RE	Equity Resource Fund 2011 Limited Partnership	[2017-03-28]	67.1	10.1
RE	Equity Resource Fund 2013 Limited Partnership	[2017-03-28]	67.6	11.5
RE	Equity Resource Fund 2017 Holdings LLC Series 3	[2017-03-28]	208.4	70.4
RE	Eri/Chvb Holdings LLC	2017-03-28		0.0
RE	Eri/Williamsburg North Holdings LLC	2017-03-28		0.0
RE	F2017 Employee Participation Fund LLC	[2017-03-28]	2.2	0.8
RE	JAV Holdings LLC	2017-03-28		1.5
RE	Olympia Tower Holdings LLC	2017-03-28		2.4
RE	Borden Street Holdings LLC	2016-03-29		4.4
RE	CS of Chesapeake Holdings LLC	2016-03-29		0.9
RE	Equity Resource Fund 2015 REIT LLC	[2016-03-29]	0.1	5.9
RE	Eri/Bc LWH III Limited Partnership	2016-03-29		4.9
RE	Eri/Bc LWH II Limited Partnership	2016-03-29		58.3
RE	Eri/Cottonwood Holdings LLC	2016-03-29		66.8
RE	Eri/Radnor Holdings Limited Partnership	2016-03-29		3.2
RE	Market Mill Holdings LLC	2016-03-29		1.4
RE	Newhall Holdings LLC	2016-03-29		4.4
RE	Taber Mill Holdings LLC	2016-03-29		1.9
RE	WOF I Holdings LLC	2016-03-29		0.8
RE	WOF II Holdings LLC	2016-03-29		1.2
RE	Woodcraft Holdings LLC	2016-03-29		1.8
RE	Beachmont Holdings LLC	2015-03-30		1.2
RE	Bedford Associates	2015-03-30		2.3
RE	Beech Creek Associates LP	2015-03-30		0.3
RE	BHV Holdings LLC	2015-03-30		3.5
RE	Chp006 Holdings LLC	2015-03-30		2.2
RE	Chp025 Holdings LLC	2015-03-30		2.0
RE	Chp089 Holdings LLC	2015-03-30		0.6
RE	Chp103 Holdings LLC	2015-03-30		0.1
RE	Chp115 Holdings LLC	2015-03-30		2.1
RE	Chp131 Holdings LLC	2015-03-30		6.7
RE	Chp132 Holdings LLC	2015-03-30		3.1
RE	Chp143 Holdings LLC	2015-03-30		0.0
RE	Chp146 Holdings LLC	2015-03-30		4.5
RE	Equity Resource Fund 2011 REIT LLC	[2015-03-30]	0.1	13.3
RE	Equity Resource Fund 2013 REIT LLC	[2015-03-30]	0.1	3.2
RE	Equity Resource Fund 2015 Holdings LLC Series 3	[2015-03-30]	175.9	68.3
RE	Eri/Cottonwood Preferred Holdings LLC	2015-03-30		2.0
RE	Eri/Grand Plaza LP LLC	2015-03-30		2.8
RE	Eri/Mcic Holdings LLC	2015-03-30		29.2
RE	Eri/Moorhead Finance LLC	2015-03-30		0.0
RE	First Kentucky Housing Associates LP	2015-03-30		0.3
RE	Glenbrook Associates Limited Partnership	2015-03-30		0.2
RE	Harbor Lofts Holdings LLC	2015-03-30		0.8
RE	Hillside Associates	2015-03-30		0.0
RE	Jesup Associates	2015-03-30		0.0
RE	Meadows Housing Associates LP	2015-03-30		0.0
RE	NSV Holdings LLC	2015-03-30		0.1
RE	Parkside Associates	2015-03-30		0.0
RE	QAG Holdings LLC	2015-03-30		5.3
RE	QA IV Holdings LLC	2015-03-30		1.3
RE	Robinson-Cuticura Holdings LLC	2015-03-30		3.2
RE	Roosevelt/Independence Limited Partnership	2015-03-30		1.7
RE	Sidehill Associates	2015-03-30		0.0
RE	Stamford Green Holdings LLC	2015-03-30		1.0
RE	Tahoe Realty Associates	2015-03-30		0.0
RE	The New West Associates	2015-03-30		0.0
RE	Trumbull Holdings LLC	2015-03-30		0.0
RE	Walnut Place Associates	2015-03-30		0.0
RE	Washington Scene Limited Partnershp	2015-03-30		0.9
RE	Westbury Associates	2015-03-30		0.0
RE	Woodhill Holdings LLC	2015-03-30		1.1
RE	Equity Resource Fund 2013 Holdings LLC Series 3	2013-03-28		29.8
RE	Eri/Rei LLC	2013-03-28		23.8
RE	DVR Annex LLC	2012-02-16		1.0
RE	Equity Resource Arlington Fund LP	2012-02-16		2.1
RE	Equity Resource Fund 2009 LP	[2012-02-16]	25.9	14.2
RE	Equity Resource Fund 2011 Holdings LLC Series 3	2012-02-16		20.3
RE	Equity Resource Fund XXII AI LP	2012-02-16		3.6
RE	Equity Resource Fund XXIII AI LP	2012-02-16		3.5
RE	Equity Resource Fund XXIII QP LP	2012-02-16		9.7
RE	Equity Resource Fund XXII QP LP	2012-02-16		6.8
RE	Equity Resource Fund XXIV AI LP	2012-02-16		2.1
RE	Equity Resource Fund XXIV QP LP	2012-02-16		6.4
RE	Equity Resource Harbor Fund LP	2012-02-16		1.2
RE	Equity Resource Lexington Fund LP	2012-02-16		0.9
RE	Equity Resource Mercury Fund LP	[2012-02-16]	2.5	0.6
RE	Equity Resource Milton Fund LLC	2012-02-16		4.2
RE	Equity Resource Newton Fund LP	2012-02-16		6.5
RE	Equity Resource Plymouth Fund LLC	2012-02-16		6.7
RE	Equity Resource Weston Fund LP	2012-02-16		5.6
RE	ERMF Offshore LP	2012-02-16		0.1
RE	F24 Annex Fund LP	2012-02-16		0.8

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	65	1,330.5
(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	65	1,330.5
By Discretionary
Discretionary	65	1,330.5
Non-Discretionary	0	0.0
Total	65	1,330.5
By Non-United States Persons
Non-United States Persons		0.0
United States Persons		1,330.5
Total	65	1,330.5

Form D Directors	# Filings	# Firms	2011 - 2025
Malcolm Maclean IV	13
Eggert Dagbjartsson	26
Victor Paci	22
William Andrews	19
ERF Manager LLC	9
David Jarvis	5
Kurt Spring	6
ERF Fund 2022 MM LLC	4
ERF Fund 2020 MM LLC	3
ERF Fund 2015 MM LLC	2
View All

Comparable Firms	State	AUM ($B)
Zions Capital Advisors Inc ✚	UT	1.5
Island Investment Management LLC ✚	NY	1.4
Capitol Meridian Partners LP ✚	DC	1.4
Edge Principal Advisors LLC ✚	NY	1.3
JVM Capital LLC ✚	IL	1.3
Basis Management Group LLC ✚	NY	1.3
Ecosystem Investment Partners LLC ✚	MD	1.3
FrontRange Capital Advisers LLC ✚	CO	1.3
Corbel Management LLC ✚	CA	1.2
Safanad Inc ✚	NY	1.2

Equity Resource Investments LLC

Assets, Funds, Holdings