Equity Resource Investments, Llc
SEC-registered
Private Fund Manager · Mid-sized ($1B–$10B)
CRD 161186
· SEC file 801-74326
· Cambridge, MA
· www.erillc.com
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ADV data as of May 14, 2026
- Regulatory AUM
- $1.3B
- Discretionary
- $1.3B
- Clients
- 68
- Avg AUM / client
- $19.8M
- Accounts
- 68
- Employees
- 27
AUM over time
$368M
$1.4B
Dec 2011
May 2026
Annual snapshots from Form ADV filings · as of May 14, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 68 | $1.3B | 100.0% |
Private funds (73)
View all →Reported in Form ADV Section 7.B.(1), filing of Jul 2024 · $1.4B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Equity Resource Fund A 2022 Llc | Real Estate Fund | Delaware | $310M | 256 |
| Equity Resource Fund 2020 Llc | Real Estate Fund | Delaware | $254M | 151 |
| Equity Resource Fund 2018 Llc | Real Estate Fund | Delaware | $209M | 109 |
| Equity Resource Fund 2015 Holdings Llc Series 3 | Real Estate Fund | Delaware | $70.9M | 169 |
| Equity Resource Fund 2017 Holdings Llc Series 3 | Real Estate Fund | Delaware | $67.0M | 142 |
| Equity Resource Fund B 2022 Llc | Real Estate Fund | Delaware | $50.9M | 18 |
| Equity Resource Fund 2017 Reit Llc master | Real Estate Fund | Delaware | $34.9M | 267 |
| Equity Resource Fund 2013 Holdings Llc Series 3 | Real Estate Fund | Delaware | $33.4M | 5 |
| Equity Resource Fund 2020 Reit Llc | Real Estate Fund | Delaware | $32.3M | 126 |
| Equity Resource Fund 2011 Reit Llc master | Real Estate Fund | Delaware | $24.7M | 130 |
| Equity Resource Fund 2011 Holdings Llc Series 3 | Real Estate Fund | Delaware | $18.2M | 5 |
| Equity Resource Fund 2013 Limited Partnership | Real Estate Fund | Massachusetts | $16.6M | 119 |
| Equity Resource Fund 2013 Reit Llc master | Real Estate Fund | Delaware | $14.4M | 130 |
| Eri/Rei Llc | Real Estate Fund | Massachusetts | $14.1M | 7 |
| Equity Resource Fund 2011 Limited Partnership | Real Estate Fund | Massachusetts | $12.9M | 145 |
People (9)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Brooks, James, Earl | Member | Oct 2002 (24y) | 5% – 10% | |
| Dagbjartsson, Eggert | Managing Member | Oct 2002 (24y) | 25% – 50% | |
| Thompson, Mark, Smith | Member | Oct 2002 (24y) | 5% – 10% | |
| Paci, Victor, James | Managing Member | May 2005 (21y) | 10% – 25% | |
| Zeckhauser, Richard, Jay | Member | Mar 2008 (18y) | Less than 5% | |
| Coelho, Paul, George | Managing Member | Feb 2020 (7y) | 10% – 25% | |
| Haydock, Charles, Thorndike | Principal, Chief Compliance Officer / Assistant General Counsel | Jul 2022 (4y) | Less than 5% | |
| Foley, Joanne, Dolores | Managing Member | Oct 2022 (4y) | 10% – 25% | |
| Spring, Kurt, Renfrew | Managing Member | Jan 2024 (3y) | 10% – 25% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (73, $1.4B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Equity Resource Fund A 2022 Llc | Real Estate Fund | $310M | $250K | 256 |
| Equity Resource Fund 2020 Llc | Real Estate Fund | $254M | $250K | 151 |
| Equity Resource Fund 2018 Llc | Real Estate Fund | $209M | $250K | 109 |
| Equity Resource Fund 2015 Holdings Llc Series 3 | Real Estate Fund | $70.9M | $250K | 169 |
| Equity Resource Fund 2017 Holdings Llc Series 3 | Real Estate Fund | $67.0M | $250K | 142 |
| Equity Resource Fund B 2022 Llc | Real Estate Fund | $50.9M | $250K | 18 |
| Equity Resource Fund 2017 Reit Llc | Real Estate Fund | $34.9M | $1.0K | 267 |
| Equity Resource Fund 2013 Holdings Llc Series 3 | Real Estate Fund | $33.4M | $250K | 5 |
| Equity Resource Fund 2020 Reit Llc | Real Estate Fund | $32.3M | $1.0K | 126 |
| Equity Resource Fund 2011 Reit Llc | Real Estate Fund | $24.7M | $1.0K | 130 |
| Equity Resource Fund 2011 Holdings Llc Series 3 | Real Estate Fund | $18.2M | $250K | 5 |
| Equity Resource Fund 2013 Limited Partnership | Real Estate Fund | $16.6M | $250K | 119 |
| Equity Resource Fund 2013 Reit Llc | Real Estate Fund | $14.4M | $1.0K | 130 |
| Eri/Rei Llc | Real Estate Fund | $14.1M | $0 | 7 |
| Equity Resource Fund 2011 Limited Partnership | Real Estate Fund | $12.9M | $250K | 145 |
| Equity Resource Fund 2018 Reit Llc | Real Estate Fund | $12.5M | $1.0K | 126 |
| Equity Resource Fund 2009 Lp | Real Estate Fund | $11.5M | $250K | 50 |
| F2015 Employee Promote Llc | Real Estate Fund | $9.9M | $0 | 5 |
| F2018 Employee Promote Llc | Real Estate Fund | $9.8M | $0 | 6 |
| Equity Resource Fund Xxiii (Qp) Lp | Real Estate Fund | $8.5M | $200K | 22 |
| Hil Parent Llc | Real Estate Fund | $8.2M | $10.0K | 85 |
| Cobble Hill Holdings Llc | Real Estate Fund | $8.0M | $2.5K | 20 |
| Equity Resource Plymouth Fund Llc | Real Estate Fund | $7.1M | $0 | 20 |
| Equity Resource Fund Xxii (Qp) Lp | Real Estate Fund | $6.4M | $200K | 9 |
| Equity Resource Milton Fund Llc | Real Estate Fund | $6.3M | $0 | 6 |
Top 25 of 73 funds by gross assets · all funds
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/14/2026 | 12.9 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Performance-based fees
- • Other fees
- • A PERCENTAGE OF INVESTED CAPITAL
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 14, 2026.
View current Form ADV (SEC/IAPD) ↗