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| Equity Resource Investments LLC
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| 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) |
|---|
| 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 | 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 | |
| Joanne Foley | Executive Officer | 6 | 2 | |
| Erf 2025 GP LLC | Promoter | 6 | 2 | |
| David Jarvis | Executive Officer | 5 | 2 | |
| Erf Fund 2015 MM LLC | Executive Officer | 2 | 2 | |
| Erf Fund 2022 MM LLC | Executive Officer | 4 | 1 | |
| Erf Fund 2020 MM LLC | Executive Officer | 3 | 1 | |
| Erf Fund 2013 GP LLC | Executive Officer | 2 | 1 | |
| Erf Fund 2017 MM LLC | Executive Officer | 2 | 1 | |
| Erf Fund 2011 GP LLC | Executive Officer | 2 | 1 | |
| Bryn Zeckhauser | Executive Officer | 1 | 1 | |
| Bruce Quinn | Executive Officer | 1 | 1 | |
| Edvp Limited Partnership | Executive Officer | 1 | 1 | |
| Willian Andrews | Executive Officer | 1 | 1 | |
| Erf Fund 2018 MM LLC | Executive Officer | 1 | 1 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.5B |
| Serves | Institutional |
| Fund Types | Private Equity, Real Estate |
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