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)
Phone617-876-4800
Address1280 Massachusetts Ave
Cambridge, MA 02138
Source [IAPD] [Website] [LinkedIn]
Total AUM ($M)
1500120090060030002010201520212027
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
RE Equity Resource Fund C 2022 LLC [2021-12-14] 2.8 M 2.9 M
Offered $350,000,000 · Filed 2022-09-30 (D/A) · Exemption 506(b), 3(c)(7) · Remaining $347,250,000 · Duration One year or less · Revenue Decline to Disclose
RE Eri/Muirfield Hammond LLC 2021-12-14 9.1 M
RE Eri/Seaview GP/LP LLC 2021-12-14 0.2 M
RE F2018 SCG AIV LLC 2021-12-14 18.0 M
RE F2018 SCG TE AIV LLC 2021-12-14 22.5 M
RE F2020 SCG AIV LLC 2021-12-14 24.4 M
RE F2020 SCG TE AIV LLC 2021-12-14 16.1 M
RE HIL Parent LLC 2021-12-14 12.3 M
RE Malvern Associates Limited Partnership 2021-12-14 1.5 M
RE Newhall Associates Limited Partnership 2021-12-14 6.7 M
RE One Glenwood Holdings LLC 2021-12-14 0.2 M
RE Parkhill Associates 2021-12-14
RE QTA Parent LLC 2021-12-14 3.2 M
RE Savin Hill Holdings LLC 2021-12-14 4.7 M
RE Winthrop Residential Associates II A Limited Partnership 2021-12-14 4.0 M
RE Equity Resource Fund 2018 REIT LLC [2021-03-26] 0.1 M 1.6 M
Offered $125,000 · Filed 2020-01-15 (D) · Exemption 506(b), 3(c)(7) · Duration One year or less · Commission $6,250 · Revenue Decline to Disclose
RE Equity Resource Fund 2020 LLC [2021-03-26] 205.2 M 276.4 M
Offered $230,000,000 · Filed 2020-04-02 (D) · Exemption 506(b), 3(c)(7) · Remaining $24,775,000 · Duration One year or less · Revenue Decline to Disclose
RE Equity Resource Fund 2020 REIT LLC [2021-03-26] 0.1 M 25.1 M
Offered $125,000 · Filed 2021-01-13 (D) · Exemption 506(b), 3(c)(7) · Duration One year or less · Commission $6,250 · Revenue Decline to Disclose
RE Eri/JSN Holdings LLC 2021-03-26 0.8 M
RE F2011 LP Acquisition LLC 2021-03-26 0.0 M
RE F2013 LP Acquisition LLC 2021-03-26 0.0 M
RE F2015 LP Acquisition LLC 2021-03-26 0.1 M
RE F2020 Employee Participation Fund LLC [2021-03-26] 4.4 M 5.4 M
Filed 2020-06-18 (D) · Exemption 506(b), 3(c)(1) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
RE Eri/CSM Holdings LLC 2020-03-25 0.9 M
RE Eri/WLV Holdings LLC 2020-03-25 1.2 M
RE F2009 LP Acquisition LLC 2020-03-25 4.9 M
RE F2015 Employee Promote LLC 2020-03-25 7.8 M
RE F2017 Employee Promote LLC 2020-03-25
RE F2018 Employee Promote LLC 2020-03-25 8.6 M
RE F24 LP Acquisition LLC 2020-03-25 1.5 M
RE Equity Resource Fund 2018 LLC [2019-03-22] 230.0 M 208.4 M
Filed 2018-08-03 (D) · Exemption 506(b), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
RE Eri/CHK Holdings LLC 2019-03-22 0.1 M
RE Eri/CH North Holdings LLC 2019-03-22 2.5 M
RE F2018 Employee Participation Fund LLC [2019-03-22] 2.2 M 3.8 M
Offered $10,000,000 · Filed 2016-11-29 (D) · Exemption 506(b), 3(c)(1) · Remaining $7,750,000 · Duration One year or less · Revenue Decline to Disclose
RE Equity Resource Fund 2017 REIT LLC [2018-03-29] 0.1 M 37.3 M
Offered $125,000 · Filed 2018-01-12 (D) · Exemption 506(b), 3(c)(7) · Duration One year or less · Commission $6,250 · Revenue Decline to Disclose
RE Eri/Bal Holdings LLC 2018-03-29 0.6 M
PE Eri/Indeca Holdings LLC [2018-03-29] 3.3 M 0.1 M
Offered $3,319,214 · Filed 2017-03-27 (D) · Exemption 506(b), 3(c)(1) · Duration One year or less · Revenue Decline to Disclose
RE Eri/Jas Holdings LLC 2018-03-29 1.1 M
RE Eri/Seaview Parent LLC 2018-03-29 8.3 M
RE F22 LP Acquisition LLC 2018-03-29 5.4 M
RE F23 LP Acquisition LLC 2018-03-29 5.9 M
RE CS of Greenwood Holdings LLC 2017-03-28 0.9 M
RE Equity Resource Fund 2011 Limited Partnership [2017-03-28] 67.1 M 10.5 M
Offered $75,000,000 · Filed 2011-10-31 (D) · Exemption 506, 3(c)(7) · Minimum $250,000 · Remaining $7,868,000 · Duration One year or less · Commission $206,500 · Revenue Decline to Disclose
RE Equity Resource Fund 2013 Limited Partnership [2017-03-28] 67.6 M 12.3 M
Offered $100,000,000 · Filed 2013-03-28 (D) · Exemption 506, 3(c)(7) · Minimum $250,000 · Remaining $32,425,000 · Duration One year or less · Revenue Decline to Disclose
RE Equity Resource Fund 2017 Holdings LLC Series 3 [2017-03-28] 208.4 M 84.3 M
Offered $220,000,000 · Filed 2016-11-29 (D) · Exemption 506(b), 3(c)(7) · Minimum $250,000 · Remaining $11,625,000 · Duration One year or less · Revenue Decline to Disclose
RE Eri/CHVB Holdings LLC 2017-03-28 0.0 M
RE Eri/Williamsburg North Holdings LLC 2017-03-28 0.0 M
RE F2017 Employee Participation Fund LLC [2017-03-28] 2.2 M 0.9 M
Offered $10,000,000 · Filed 2016-11-29 (D) · Exemption 506(b), 3(c)(1) · Remaining $7,750,000 · Duration One year or less · Revenue Decline to Disclose
RE JAV Holdings LLC 2017-03-28 1.5 M
RE Olympia Tower Holdings LLC 2017-03-28 2.4 M
RE Borden Street Holdings LLC 2016-03-29 4.4 M
RE CS of Chesapeake Holdings LLC 2016-03-29 0.9 M
RE Equity Resource Fund 2015 REIT LLC [2016-03-29] 175.9 M 4.4 M
Offered $225,000,000 · Filed 2015-02-10 (D) · Exemption 506(b), 3(c)(7) · Minimum $250,000 · Remaining $49,050,000 · Duration One year or less · Revenue Not Applicable
RE Eri/BC LWH III Limited Partnership 2016-03-29 4.9 M
RE Eri/BC LWH II Limited Partnership 2016-03-29 58.3 M
RE Eri/Cottonwood Holdings LLC 2016-03-29 66.8 M
RE Eri/Radnor Holdings Limited Partnership 2016-03-29 3.2 M
RE Market Mill Holdings LLC 2016-03-29 1.4 M
RE Newhall Holdings LLC 2016-03-29 4.4 M
RE Taber Mill Holdings LLC 2016-03-29 1.9 M
RE WOF I Holdings LLC 2016-03-29 0.8 M
RE WOF II Holdings LLC 2016-03-29 1.2 M
RE Woodcraft Holdings LLC 2016-03-29 1.8 M
RE Beachmont Holdings LLC 2015-03-30 1.2 M
RE Bedford Associates 2015-03-30 2.3 M
RE Beech Creek Associates LP 2015-03-30 0.3 M
RE BHV Holdings LLC 2015-03-30 3.8 M
RE CHP006 Holdings LLC 2015-03-30 2.2 M
RE CHP025 Holdings LLC 2015-03-30 2.0 M
RE CHP089 Holdings LLC 2015-03-30 0.6 M
RE CHP103 Holdings LLC 2015-03-30 0.1 M
RE CHP115 Holdings LLC 2015-03-30 2.1 M
RE CHP131 Holdings LLC 2015-03-30 6.7 M
RE CHP132 Holdings LLC 2015-03-30 3.1 M
RE CHP143 Holdings LLC 2015-03-30
RE CHP146 Holdings LLC 2015-03-30 4.5 M
RE Equity Resource Fund 2011 REIT LLC [2015-03-30] 0.1 M 11.4 M
Offered $125,000 · Filed 2012-01-12 (D) · Exemption 506, 3(c)(7) · Minimum $1,000 · Duration One year or less · Commission $6,250 · Revenue Decline to Disclose
RE Equity Resource Fund 2013 REIT LLC [2015-03-30] 0.1 M 5.9 M
Offered $125,000 · Filed 2014-01-10 (D) · Exemption 506(b), 3(c)(7) · Minimum $1,000 · Duration One year or less · Commission $6,250 · Revenue Decline to Disclose
RE Equity Resource Fund 2015 Holdings LLC Series 3 [2015-03-30] 175.9 M 63.0 M
Offered $225,000,000 · Filed 2015-02-10 (D) · Exemption 506(b), 3(c)(7) · Minimum $250,000 · Remaining $49,050,000 · Duration One year or less · Revenue Not Applicable
RE Eri/Cottonwood Preferred Holdings LLC 2015-03-30 2.0 M
RE Eri/Grand Plaza LP LLC 2015-03-30 3.5 M
RE Eri/Mcic Holdings LLC 2015-03-30 29.2 M
RE Eri/Moorhead Finance LLC 2015-03-30 0.0 M
RE First Kentucky Housing Associates LP 2015-03-30 0.3 M
RE Glenbrook Associates Limited Partnership 2015-03-30 0.2 M
RE Harbor Lofts Holdings LLC 2015-03-30 0.3 M
RE Hillside Associates 2015-03-30
RE Jesup Associates 2015-03-30
RE Meadows Housing Associates LP 2015-03-30
RE NSV Holdings LLC 2015-03-30 0.7 M
RE Parkside Associates 2015-03-30
RE QAG Holdings LLC 2015-03-30 8.8 M
RE QA IV Holdings LLC 2015-03-30 1.8 M
RE Robinson-Cuticura Holdings LLC 2015-03-30 7.9 M
RE Roosevelt/Independence Limited Partnership 2015-03-30 1.7 M
RE Sidehill Associates 2015-03-30
RE Stamford Green Holdings LLC 2015-03-30 1.0 M
RE Tahoe Realty Associates 2015-03-30
RE The New West Associates 2015-03-30
RE Trumbull Holdings LLC 2015-03-30
RE Walnut Place Associates 2015-03-30
RE Washington Scene Limited Partnershp 2015-03-30 0.9 M
RE Westbury Associates 2015-03-30
RE Woodhill Holdings LLC 2015-03-30 1.1 M
RE Equity Resource Fund 2013 Holdings LLC Series 3 2013-03-28 29.6 M
RE Eri/Rei LLC 2013-03-28 27.4 M
RE DVR Annex LLC 2012-02-16 0.7 M
RE Equity Resource Arlington Fund LP 2012-02-16 2.7 M
RE Equity Resource Fund 2009 LP [2012-02-16] 25.9 M 13.2 M
Offered $100,000,000 · Filed 2009-09-25 (D) · Exemption 506, 3(c), 3(c)(7) · Remaining $74,112,500 · Duration One year or less · Revenue Not Applicable
RE Equity Resource Fund 2011 Holdings LLC Series 3 2012-02-16 23.5 M
RE Equity Resource Fund XXII AI LP 2012-02-16 3.2 M
RE Equity Resource Fund XXIII AI LP 2012-02-16 3.2 M
RE Equity Resource Fund XXIII QP LP 2012-02-16 8.8 M
RE Equity Resource Fund XXII QP LP 2012-02-16 6.0 M
RE Equity Resource Fund XXIV AI LP 2012-02-16 1.8 M
RE Equity Resource Fund XXIV QP LP 2012-02-16 5.3 M
RE Equity Resource Harbor Fund LP 2012-02-16 2.6 M
RE Equity Resource Lexington Fund LP 2012-02-16 1.2 M
RE Equity Resource Mercury Fund LP [2012-02-16] 2.5 M 0.6 M
Offered $2,473,079 · Filed 2009-07-30 (D) · Exemption 506, 3(c), 3(c)(7) · Duration One year or less · Revenue Not Applicable
RE Equity Resource Milton Fund LLC 2012-02-16 5.5 M
RE Equity Resource Newton Fund LP 2012-02-16 4.0 M
RE Equity Resource Plymouth Fund LLC 2012-02-16 4.5 M
RE Equity Resource Weston Fund LP 2012-02-16 4.1 M
RE ERMF Offshore LP 2012-02-16 0.1 M
RE F24 Annex Fund LP 2012-02-16 0.7 M
AUM Breakdown Accounts AUM ($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 2011 - 2026
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
ServesInstitutional
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