Equity Resource Investments, LLC
● SEC registered since 2012CRD 161186SEC# 801-74326Cambridge, MA
Ranks #2,654 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$1.34B
Fund GAV
$1.45B
Private funds
62
Employees
27
Accounts
68
Location
Cambridge, MA
Equity Resource Investments, LLC assets under management
Equity Resource Investments, LLC operates as an SEC-registered investment adviser based in Cambridge, MA. The firm has been registered since 2012. It reports $1.3 billion in regulatory assets under management and employs 27 people. Equity Resource Investments, LLC manages 62 private funds with combined gross assets of $1.5 billion, including Equity Resource Fund a 2022 LLC. By regulatory assets, it ranks 2,654 of 6,004 private fund managers.
Equity Resource Investments, LLC private funds
62 funds · $1.45B GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Equity Resource Fund a 2022 LLC | Real Estate | $331.8M | $250K |
| Equity Resource Fund 2020 LLC | Real Estate | $276.4M | $250K |
| Equity Resource Fund 2018 LLC | Real Estate | $208.4M | $250K |
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Join to unlock · $37/moEquity Resource Investments, LLC owners & executives
8 reported| 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 |
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Join to unlock · $37/moFrequently asked questions
How much does Equity Resource Investments, LLC manage?
Equity Resource Investments, LLC reports $1.3 billion in regulatory assets under management on its Form ADV.
How many private funds does Equity Resource Investments, LLC manage?
Equity Resource Investments, LLC manages 62 private funds with combined gross assets of $1.5 billion.
How many employees does Equity Resource Investments, LLC have?
Equity Resource Investments, LLC reports 27 employees.
Where is Equity Resource Investments, LLC located?
Equity Resource Investments, LLC is based in Cambridge, MA and has been SEC-registered since 2012.
Does Equity Resource Investments, LLC disclose fund performance?
Equity Resource Investments, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| 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 |
Regulatory AUM
$1.34B▲ 1%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 28%
Larger than 72% of 16,271 advisers
AUM vs fund managersTop 44%
Larger than 56% of 6,004 private-fund managers
Number of fundsTop 3%
More funds than 97% of fund managers
EmployeesTop 19%
More than 81% of 16,825 advisers
Assets under management
$1.34Bregulatory AUM
Discretionary $1.34B