| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Equity Resource Fund a 2022 LLC | Real Estate | $327.8M | $250K |
| Equity Resource Fund 2020 LLC | Real Estate | $301.5M | $250K |
| Equity Resource Fund 2018 LLC | Real Estate | $270M | $250K |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Charles Thorndike Haydock Control | Principal, Chief Compliance Officer / Assistant General Counsel | Under 5% | 2022 |
| Eggert Dagbjartsson Control | Managing Member | 25-50% | 2002 |
| James Earl Brooks | Member | 5-10% | 2002 |
Equity Resource Investments, LLC reports $1.3 billion in regulatory assets under management on its Form ADV.
Equity Resource Investments, LLC manages 59 private funds with combined gross assets of $1.5 billion.
Equity Resource Investments, LLC reports 25 employees.
Equity Resource Investments, LLC is based in Cambridge, MA and has been SEC-registered since 2012.
Equity Resource Investments, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1280 Massachusetts Ave, Ste 4, Cambridge, MA 02138 |
| Phone | 617-876-4800 |
| Office hours | 9 a.m. To 5 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Umbrella registration | Yes |
| Discloses disciplinary history | No |
| Discretionary | $1.33B |
| Non-discretionary | $0 |
| Total (RAUM) | $1.33B |