EQUITY RESOURCE INVESTMENTS, LLC of CAMBRIDGE, MA is an SEC-registered investment adviser (CRD 161186). Regulatory assets under management: $1.3B.
Compensation: Performance, Other.
Clients served: Investment cos.
| Name | Role | Location |
|---|---|---|
| EGGERT DAGBJARTSSON | MANAGING MEMBER | CAMBRIDGE, MA |
| Victor James Paci | MANAGING MEMBER | — |
| James Earl Brooks | MEMBER | — |
| Mark Smith Thompson | MEMBER | — |
| Paul George Coelho | MANAGING MEMBER | — |
| Charles Thorndike Haydock | PRINCIPAL, CHIEF COMPLIANCE OFFICER / ASSISTANT GENERAL COUNSEL | — |
| Joanne Dolores Foley | MANAGING MEMBER | — |
| Kurt Renfrew Spring | MANAGING MEMBER | — |
| HAYDOCK CHARLES THORNDIKE | PRINCIPAL, CHIEF COMPLIANCE OFFICER / ASSISTANT GENERAL COUNSEL; VICE PRESIDENT, CHIEF COMPLIANCE OFFICER / ASSISTANT GENERAL COUNSEL | — |
| BROOKS JAMES EARL | MEMBER | — |
| MACLEAN MALCOLM FRASER | CHIEF COMPLIANCE OFFICER | — |
| DAGBJARTSSON EGGERT | MANAGER; MANAGING MEMBER | — |
| PACI VICTOR J | CHIEF COMPLIANCE OFFICER; MANAGER; MANAGING MEMBER | — |
| THOMPSON MARK SMITH | MEMBER | — |
| ZECKHAUSER RICHARD J | MEMBER | — |
| PORCELLI ROBERT | CHIEF COMPLIANCE OFFICER | — |
| Quinn Niall Michael | MANAGING MEMBER | — |
| ZECKHAUSER BRYN | MANAGING MEMBER | — |
| COELHO PAUL | MANAGING MEMBER | — |
| PACI VICTOR JAMES | MANAGING MEMBER | — |
| ZECKHAUSER RICHARD JAY | MEMBER | — |
| ZECKHAUSER BRYN GORDON | MANAGING MEMBER | — |
| COELHO PAUL GEORGE | MANAGING MEMBER | — |
| FOLEY JOANNE DOLORES | MANAGING MEMBER | — |
| SPRING KURT RENFREW | MANAGING MEMBER | — |
Showing 15 of 62 funds by gross asset value.
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|---|---|---|---|---|
| EQUITY RESOURCE FUND A 2022 LLC | Real Estate Fund | Delaware | 257 | $331.8M | $250K |
| EQUITY RESOURCE FUND 2020 LLC | Real Estate Fund | Delaware | 152 | $276.4M | $250K |
| EQUITY RESOURCE FUND 2018 LLC | Real Estate Fund | Delaware | 111 | $208.4M | $250K |
| EQUITY RESOURCE FUND 2017 HOLDINGS LLC SERIES 3 | Real Estate Fund | Delaware | 145 | $84.3M | $250K |
| EQUITY RESOURCE FUND A 2025 LP | Real Estate Fund | Delaware | 85 | $64.5M | $250K |
| EQUITY RESOURCE FUND 2015 HOLDINGS LLC SERIES 3 | Real Estate Fund | Delaware | 188 | $63.0M | $250K |
| EQUITY RESOURCE FUND B 2022 LLC | Real Estate Fund | Delaware | 18 | $53.0M | $250K |
| EQUITY RESOURCE FUND 2017 REIT LLC | Real Estate Fund | Delaware | 268 | $37.3M | $1K |
| EQUITY RESOURCE FUND 2013 HOLDINGS LLC SERIES 3 | Real Estate Fund | Delaware | 134 | $29.6M | $250K |
| ERI/REI LLC | Real Estate Fund | Massachusetts | 7 | $27.4M | — |
| EQUITY RESOURCE FUND 2020 REIT LLC | Real Estate Fund | Delaware | 280 | $25.1M | $1K |
| EQUITY RESOURCE FUND 2011 HOLDINGS LLC SERIES 3 | Real Estate Fund | Delaware | 165 | $23.5M | $250K |
| EQUITY RESOURCE FUND 2009 LP | Real Estate Fund | Massachusetts | 53 | $13.2M | $250K |
| EQUITY RESOURCE FUND 2013 LIMITED PARTNERSHIP | Real Estate Fund | Massachusetts | 135 | $12.3M | $250K |
| HIL PARENT LLC | Real Estate Fund | Massachusetts | 53 | $12.3M | $10K |