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.

F22 LP ACQUISITION LLCReal Estate Fund · Last reported May 14, 2026$5.43MGross asset value
Custodian INSPIRA FINANCIAL OAK BROOK, Illinois, United States Related to adviser: No
Custodian LEADER BANK, N.A. ARLINGTON, Massachusetts, United States Related to adviser: No
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
805-3641417482
Reported beneficial owners
6
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.

F2020 EMPLOYEE PARTICIPATION FUND LLCReal Estate Fund · Last reported May 14, 2026$5.39MGross asset value

Form D fundraising filings

F2020 Employee Participation Fund LLC

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
No
External marketing
No

KPMG LLP
PCAOB 185

JPMORGAN CHASE BANK, NA
LEI 7H6GLXDRUGQFU57RNE97

Fund details & source
Fund ID
805-4676884617
Reported beneficial owners
15
Minimum commitment
$10K
Form D file number
021-369234

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 XXIV (QP) LPReal Estate Fund · Last reported May 14, 2026$5.3MGross asset value
Custodian INSPIRA FINANCIAL OAK BROOK, Illinois, United States Related to adviser: No
Custodian LEADER BANK, N.A. ARLINGTON, Massachusetts, United States Related to adviser: No
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
805-3296262526
Reported beneficial owners
72
Minimum commitment
$200K
Form D file number
021-95920

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.

F2009 LP ACQUISITION LLCReal Estate Fund · Last reported May 14, 2026$4.93MGross asset value
Custodian INSPIRA FINANCIAL OAK BROOK, Illinois, United States Related to adviser: No
Custodian LEADER BANK, N.A. ARLINGTON, Massachusetts, United States Related to adviser: No
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
805-4591563043
Reported beneficial owners
12
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.

SAVIN HILL HOLDINGS LLCReal Estate Fund · Last reported May 14, 2026$4.75MGross asset value
Custodian INSPIRA FINANCIAL OAK BROOK, Illinois, United States Related to adviser: No
Custodian LEADER BANK, N.A. ARLINGTON, Massachusetts, United States Related to adviser: No
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
805-8985696334
Reported beneficial owners
37
Minimum commitment
$2.5K

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 PLYMOUTH FUND LLCReal Estate Fund · Last reported May 14, 2026$4.49MGross asset value

Feeder funds

  • ERI PLYMOUTH MEMBER LLC
Custodian INSPIRA FINANCIAL OAK BROOK, Illinois, United States Related to adviser: No
Custodian LEADER BANK, N.A. ARLINGTON, Massachusetts, United States Related to adviser: No
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
805-4306314931
Reported beneficial owners
20
Minimum commitment
$0
Form D file number
021-9999999999

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 REIT LLCReal Estate Fund · Last reported May 14, 2026$4.44MGross asset value

Form D fundraising filings

EQUITY RESOURCE FUND 2015 REIT LLC

Feeder funds

  • EQUITY RESOURCE FUND 2015 HOLDINGS LLC SERIES 1
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
No
External marketing
No

KPMG LLP
PCAOB 185

JPMORGAN CHASE BANK, NA
LEI 7H6GLXDRUGQFU57RNE97

Fund details & source
Fund ID
805-3466024922
Reported beneficial owners
310
Minimum commitment
$1K
Form D file number
021-233832
Form D file number
021-254996

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.