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.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Pooled investment vehicles | 68 | $1,343,370,392 | 100.0% |
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 fundsThe 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.
HIL PARENT LLCReal Estate Fund · Last reported May 14, 2026$12.3MGross asset value
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
LEADER BANK, N.A.
LEI 549300FK3AFCFVAPH234
Fund details & source
- Fund ID
- 805-5868671635
- Reported beneficial owners
- 53
- Minimum commitment
- $10K
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 2011 REIT LLCReal Estate Fund · Last reported May 14, 2026$11.4MGross asset value
Form D fundraising filings
EQUITY RESOURCE FUND 2011 REIT LLC
Feeder funds
- EQUITY RESOURCE FUND 2011 HOLDINGS LLC SERIES 1
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
KPMG LLP
PCAOB 185
JPMORGAN CHASE BANK, NA
LEI 7H6GLXDRUGQFU57RNE97
Fund details & source
- Fund ID
- 805-1528967713
- Reported beneficial owners
- 295
- Minimum commitment
- $1K
- Form D file number
- 021-171726
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 2011 LIMITED PARTNERSHIPReal Estate Fund · Last reported May 14, 2026$10.5MGross asset value
Form D fundraising filings
EQUITY RESOURCE FUND 2011 LIMITED PARTNERSHIP
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
- 805-3235723818
- Reported beneficial owners
- 161
- Minimum commitment
- $250K
- Form D file number
- 021-168047
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 XXIII (QP) LPReal Estate Fund · Last reported May 14, 2026$8.85MGross asset value
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
LEADER BANK, N.A.
LEI 549300FK3AFCFVAPH234
Fund details & source
- Fund ID
- 805-1904122236
- Reported beneficial owners
- 21
- Minimum commitment
- $200K
- Form D file number
- 021-71458
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.
QAG HOLDINGS LLCReal Estate Fund · Last reported May 14, 2026$8.8MGross asset value
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
LEADER BANK, N.A.
LEI 549300FK3AFCFVAPH234
Fund details & source
- Fund ID
- 805-8174002232
- Reported beneficial owners
- 58
- Minimum commitment
- $40K
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 2025 LPReal Estate Fund · Last reported May 14, 2026$8.73MGross asset value
Form D fundraising filings
Equity Resource Fund B 2025 LP
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
- 805-3123361043
- Reported beneficial owners
- 2
- Minimum commitment
- $250K
- Form D file number
- 021-557370
- Form D file number
- 021-559802
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.
F2018 EMPLOYEE PROMOTE LLCReal Estate Fund · Last reported May 14, 2026$8.58MGross asset value
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
Fund details & source
- Fund ID
- 805-1509848928
- Reported beneficial owners
- 7
- Minimum commitment
- $0
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 4CAMBRIDGE, 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.