Investment adviser · CRD 161186

EQUITY RESOURCE INVESTMENTS, LLC

Investment adviser filing (IA)

CAMBRIDGE, MA, United States · Form ADV filed May 14, 2026

Regulatory AUM
$1.34B
Form ADV · Item 5.F
Client accounts
68
Accounts, not individual clients
Employees
27
Reported in this filing
Advisory professionals
21
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Pooled investment vehicles68$1,343,370,392100.0%
Filing source

Form ADV 2105004 · May 14, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

50+ Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

Browse the first 49 funds across 7 pages.

EQUITY RESOURCE FUND A 2022 LLCReal Estate Fund · Last reported May 14, 2026$332MGross asset value

Form D fundraising filings

Equity Resource Fund A 2022 LLC

Fund administrator EA RESIG, LLC NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor KPMG LLP BOSTON, Massachusetts, United States
Custodian CAMBRIDGE SAVINGS BANK CAMBRIDGE, Massachusetts, United States Related to adviser: No
Custodian JPMORGAN CHASE BANK, NA NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

KPMG LLP
PCAOB 185

CAMBRIDGE SAVINGS BANK
LEI 549300FHGNOLF14HHS09

JPMORGAN CHASE BANK, NA
LEI 7H6GLXDRUGQFU57RNE97

Fund details & source
Fund ID
805-8613886995
Reported beneficial owners
257
Minimum commitment
$250K
Form D file number
021-427143

Form ADV 2105004 · May 14, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

EQUITY RESOURCE FUND 2020 LLCReal Estate Fund · Last reported May 14, 2026$276MGross asset value

Form D fundraising filings

EQUITY RESOURCE FUND 2020 LLC

Fund administrator EA RESIG, LLC NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor KPMG LLP BOSTON, Massachusetts, United States
Custodian CAMBRIDGE SAVINGS BANK CAMBRIDGE, Massachusetts, United States Related to adviser: No
Custodian JPMORGAN CHASE BANK, NA NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

KPMG LLP
PCAOB 185

CAMBRIDGE SAVINGS BANK
LEI 549300FHGNOLF14HHS09

JPMORGAN CHASE BANK, NA
LEI 7H6GLXDRUGQFU57RNE97

Fund details & source
Fund ID
805-3706488755
Reported beneficial owners
152
Minimum commitment
$250K
Form D file number
021-364200

Form ADV 2105004 · May 14, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

EQUITY RESOURCE FUND 2018 LLCReal Estate Fund · Last reported May 14, 2026$208MGross asset value

Form D fundraising filings

EQUITY RESOURCE FUND 2018 LLC

Fund administrator EA RESIG, LLC NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor KPMG LLP BOSTON, Massachusetts, United States
Custodian CAMBRIDGE SAVINGS BANK CAMBRIDGE, Massachusetts, United States Related to adviser: No
Custodian JPMORGAN CHASE BANK, NA NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

KPMG LLP
PCAOB 185

CAMBRIDGE SAVINGS BANK
LEI 549300FHGNOLF14HHS09

JPMORGAN CHASE BANK, NA
LEI 7H6GLXDRUGQFU57RNE97

Fund details & source
Fund ID
805-2463062448
Reported beneficial owners
111
Minimum commitment
$250K
Form D file number
021-318452

Form ADV 2105004 · May 14, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

EQUITY RESOURCE FUND 2017 HOLDINGS LLC SERIES 3Real Estate Fund · Last reported May 14, 2026$84.3MGross asset value

Form D fundraising filings

Equity Resource Fund 2017 Holdings LLC

Fund administrator EA RESIG, LLC NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor KPMG LLP BOSTON, Massachusetts, United States
Custodian JPMORGAN CHASE BANK, NA NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

KPMG LLP
PCAOB 185

JPMORGAN CHASE BANK, NA
LEI 7H6GLXDRUGQFU57RNE97

Fund details & source
Fund ID
805-2005201003
Reported beneficial owners
145
Minimum commitment
$250K
Form D file number
021-275274

Form ADV 2105004 · May 14, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

EQUITY RESOURCE FUND A 2025 LPReal Estate Fund · Last reported May 14, 2026$64.5MGross asset value

Form D fundraising filings

Equity Resource Fund A 2025 LP

Fund administrator EA RESIG, LLC NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor KPMG LLP BOSTON, Massachusetts, United States
Custodian CAMBRIDGE SAVINGS BANK CAMBRIDGE, Massachusetts, United States Related to adviser: No
Custodian JPMORGAN CHASE BANK, NA NEW YORK, New York, United States Related to adviser: No
Marketer MICHAEL ANTHONY D/B/A BOSTON FAMILY OFFICE CONSULTANTS IPSWICH, Massachusetts, United States Related to adviser: No
Marketer PICKWICK CAPITAL PARTNERS, LLC WHITE PLAINS, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes

KPMG LLP
PCAOB 185

CAMBRIDGE SAVINGS BANK
LEI 549300FHGNOLF14HHS09

JPMORGAN CHASE BANK, NA
LEI 7H6GLXDRUGQFU57RNE97

PICKWICK CAPITAL PARTNERS, LLC
CRD 130672 · SEC 8-66373

Fund details & source
Fund ID
805-2968999784
Reported beneficial owners
85
Minimum commitment
$250K
Form D file number
021-557369
Form D file number
021-559798

Form ADV 2105004 · May 14, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

EQUITY RESOURCE FUND 2015 HOLDINGS LLC SERIES 3Real Estate Fund · Last reported May 14, 2026$63MGross asset value

Form D fundraising filings

EQUITY RESOURCE FUND 2015 HOLDINGS LLC

Fund administrator EA RESIG, LLC NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor KPMG LLP BOSTON, Massachusetts, United States
Custodian JPMORGAN CHASE BANK, NA NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

KPMG LLP
PCAOB 185

JPMORGAN CHASE BANK, NA
LEI 7H6GLXDRUGQFU57RNE97

Fund details & source
Fund ID
805-1639310378
Reported beneficial owners
188
Minimum commitment
$250K
Form D file number
021-233832

Form ADV 2105004 · May 14, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

EQUITY RESOURCE FUND B 2022 LLCReal Estate Fund · Last reported May 14, 2026$53MGross asset value

Form D fundraising filings

Equity Resource Fund B 2022 LLC

Fund administrator EA RESIG, LLC NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor KPMG LLP BOSTON, Massachusetts, United States
Custodian CAMBRIDGE SAVINGS BANK CAMBRIDGE, Massachusetts, United States Related to adviser: No
Custodian JPMORGAN CHASE BANK, NA NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

KPMG LLP
PCAOB 185

CAMBRIDGE SAVINGS BANK
LEI 549300FHGNOLF14HHS09

JPMORGAN CHASE BANK, NA
LEI 7H6GLXDRUGQFU57RNE97

Fund details & source
Fund ID
805-1747518297
Reported beneficial owners
18
Minimum commitment
$250K
Form D file number
021-427145

Form ADV 2105004 · May 14, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: May 14, 2026. View historical filings

Reported services

Pooled investment vehicle management

Compensation

Performance-based

Principal office

1280 MASSACHUSETTS AVE, STE 4
CAMBRIDGE, MA, 02138, United States

CRD 161186

Filing source

Form ADV 2105004 · May 14, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.