Form D · REITS and Finance
Equity Resource Fund 2020 REIT LLC
Cambridge, MA · CIK 0001839770
Offering snapshot reported Jan 13, 2021 · SEC filing
- Reported sold
- $125K Offering amount: $125K
- Investors reported
- 125 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Jan 1, 2021 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
No comparable changes in the displayed metrics.
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Jan 13, 2021 | Initial | $125,000 | No comparison | 125 | SEC filing |
Offering details
- Securities
- Equity, Pooled investment fund, Other
- Exemptions
- 06b, 3C.7
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $6.25K (estimated)
- Finders' fees
- $0
- Form D file number
- 021-386225
12% Series A Cumulative Non-Voting Preferred Shares
The Issuer has engaged REIT Funding, LLC ("REIT") as the administrator of the offering. REIT is an affiliate of the broker listed in Item 12. REIT receives a fee of $20,000 from the Issuer for its services and pays the sales commission from this fee.
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Charles B. Harrison | 3071551 | H & L Equities, LLC · CRD 113794 |
| Christopher Scott Harrsion | 4981070 | H & L Equities, LLC · CRD 113794 |
| Patrick J. Whelchel | 5389090 | H & L Equities, LLC · CRD 113794 |
| Lori Mayfield | 4899271 | H & L Equities, LLC · CRD 113794 |
| Charles B. Mathes | 5980160 | H & L Equities, LLC · CRD 113794 |
Source: Form D, filed Jan 13, 2021. Minimum accepted may differ from a standard advertised minimum.
Fund connections
The linked fund shows its most recently reported ADV details.
Matched by reported Form D file number
EQUITY RESOURCE FUND 2020 REIT LLC
Investment adviser: EQUITY RESOURCE INVESTMENTS, LLC
- Gross asset value
- $25.1M
- Beneficial owners
- 280
- ADV minimum commitment
- $1K
Reported in Form ADV on May 14, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
KPMG LLP
PCAOB 185
CAMBRIDGE SAVINGS BANK
LEI 549300FHGNOLF14HHS09
JPMORGAN CHASE BANK, NA
LEI 7H6GLXDRUGQFU57RNE97
Filing source
Form ADV 2105004 · May 14, 2026 · Schedule D 7.B.(1), fund 805-2513500271
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
People & organizations
Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.
| Name | Reported role |
|---|---|
| William Andrews | Executive, Promoter |
| Eggert Dagbjartsson | Executive, Promoter |
| N/A Erf Fund 2020 Mm Llc | Executive, Promoter |
| Victor J. Paci | Executive, Promoter |
| Kurt Spring | Executive, Promoter |
Issuer details
Industry: REITS and Finance (See others in industry)
Address:Cambridge, MA, 02138