Form D · Private Equity Fund

Equity Resource Fund 2009 Limited Partnership

Cambridge, MA · CIK 0001472803

Offering snapshot reported Sep 25, 2009 · SEC filing

Reported sold
$25.9M
Offering amount: $100M
Investors reported
57
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Sep 14, 2009
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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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Sep 25, 2009Initial$25,887,500No comparison57SEC filing

Offering details

Securities
Not reported
Exemptions
06, 3C, 3C.7
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-134732

Source: Form D, filed Sep 25, 2009. 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 2009 LP

Investment adviser: EQUITY RESOURCE INVESTMENTS, LLC

Gross asset value
$13.2M
Beneficial owners
53
ADV minimum commitment
$250K

Reported in Form ADV on May 14, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

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

Filing source

Form ADV 2105004 · May 14, 2026 · Schedule D 7.B.(1), fund 805-3681899411

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.

People and organizations reported in Form D filings
NameReported role
Eggert Dagbjartsson Executive, Promoter
Victor J. Paci Executive, Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
1280 Massachusetts Ave., Ste. 4 C/O Equity Resource Investments, Llc
Cambridge, MA, 02138