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.
EQUITY RESOURCE WESTON FUND LPReal Estate Fund · Last reported May 14, 2026$4.15MGross 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
- 805-3083012971
- Reported beneficial owners
- 6
- 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 NEWTON FUND LPReal Estate Fund · Last reported May 14, 2026$4.01MGross 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
- 805-9613992455
- Reported beneficial owners
- 6
- 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.
BHV HOLDINGS LLCReal Estate Fund · Last reported May 14, 2026$3.79MGross 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
- 805-4087032378
- Reported beneficial owners
- 34
- Minimum commitment
- $25K
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 PARTICIPATION FUND LLCReal Estate Fund · Last reported May 14, 2026$3.76MGross asset value
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
- 805-1995253449
- Reported beneficial owners
- 16
- Minimum commitment
- $10K
- Form D file number
- 021-275275
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/GRAND PLAZA LP LLCReal Estate Fund · Last reported May 14, 2026$3.49MGross 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
- 805-5869112021
- Reported beneficial owners
- 54
- 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 XXIII (AI) LPReal Estate Fund · Last reported May 14, 2026$3.23MGross 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
- 805-2558644621
- Reported beneficial owners
- 19
- Minimum commitment
- $200K
- 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.
QTA PARENT LLCReal Estate Fund · Last reported May 14, 2026$3.19MGross 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
- 805-9267345052
- Reported beneficial owners
- 94
- Minimum commitment
- $15K
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.