Form D · REITS and Finance
EQUITY RESOURCE FUND 2011 REIT LLC
Cambridge, MA · CIK 0001539214
Offering snapshot reported Jan 12, 2012 · SEC filing
- Reported sold
- $125K Offering amount: $125K
- Investors reported
- 125 Form D · investor count
- Minimum accepted
- $1K Reported outside-investor minimum
- First sale
- Jan 1, 2012 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 12, 2012 | Initial | $125,000 | No comparison | 125 | SEC filing |
Offering details
- Securities
- Pooled investment fund, Other
- Exemptions
- 06, 3C.7
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $6.25K (estimated)
- Finders' fees
- $0
- Form D file number
- 021-171726
12 1/2 % Series A Cumulative Non-Voting Preferred Shares.
The Issuer has engaged REIT Funding, LLC (?REIT?) as its administrator. REIT is an affiliate of the broker listed in Item 13. REIT receives a fee of $30,000 from the Issuer for its services and pays the broker its sales commission from this fee.
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| N/A | None | H & L EQUITIES, LLC · CRD 113794 |
Source: Form D, filed Jan 12, 2012. 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 2011 REIT LLC
Investment adviser: EQUITY RESOURCE INVESTMENTS, LLC
- Gross asset value
- $11.4M
- Beneficial owners
- 295
- 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
JPMORGAN CHASE BANK, NA
LEI 7H6GLXDRUGQFU57RNE97
Filing source
Form ADV 2105004 · May 14, 2026 · Schedule D 7.B.(1), fund 805-1528967713
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 |
|---|---|
| Eggert Dagbjartsson | Executive, Promoter |
| N/A Erf Fund 2011 Gp Llc | Executive, Promoter |
| Victor J. Paci | Executive, Promoter |
Issuer details
Industry: REITS and Finance (See others in industry)
Address:Cambridge, MA, 02138