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
Client accounts: 68
Employees: 27
Advisory professionals: 21

Who they report serving

Form ADV · Item 5.D

Client 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 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 2017 REIT LLCReal Estate Fund · Last reported May 14, 2026$37.3MGross asset value

Form D fundraising filings

EQUITY RESOURCE FUND 2017 REIT LLC

Feeder funds

EQUITY RESOURCE FUND 2017 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: 805-8759013804
Reported beneficial owners: 268
Minimum commitment: $1K
Form D file number: 021-275274
Form D file number: 021-303102

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 2013 HOLDINGS LLC SERIES 3Real Estate Fund · Last reported May 14, 2026$29.6MGross asset value

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: 805-3110417606
Reported beneficial owners: 134
Minimum commitment: $250K

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.

ERI/REI LLCReal Estate Fund · Last reported May 14, 2026$27.4MGross 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: 805-5120056006
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.

EQUITY RESOURCE FUND 2020 REIT LLCReal Estate Fund · Last reported May 14, 2026$25.1MGross asset value

Form D fundraising filings

Equity Resource Fund 2020 REIT LLC

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: No
External marketing: No

KPMG LLP
PCAOB 185

CAMBRIDGE SAVINGS BANK
LEI 549300FHGNOLF14HHS09

JPMORGAN CHASE BANK, NA
LEI 7H6GLXDRUGQFU57RNE97

Fund details & source

Fund ID: 805-2513500271
Reported beneficial owners: 280
Minimum commitment: $1K
Form D file number: 021-386225

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 HOLDINGS LLC SERIES 3Real Estate Fund · Last reported May 14, 2026$23.5MGross asset value

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: 805-6842174354
Reported beneficial owners: 165
Minimum commitment: $250K

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 2009 LPReal Estate Fund · Last reported May 14, 2026$13.2MGross asset value

Form D fundraising filings

Equity Resource Fund 2009 Limited Partnership

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: 805-3681899411
Reported beneficial owners: 53
Minimum commitment: $250K
Form D file number: 021-134732

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 2013 LIMITED PARTNERSHIPReal Estate Fund · Last reported May 14, 2026$12.3MGross asset value

Form D fundraising filings

Equity Resource Fund 2013 Limited Partnership

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: 805-7516586359
Reported beneficial owners: 135
Minimum commitment: $250K
Form D file number: 021-194175

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.