Form D · Private Equity Fund

Equity Resource Fund 2017 Holdings LLC

Cambridge, MA · CIK 0001688506

Offering snapshot reported Nov 29, 2016 · SEC filing

Reported sold
$208M
Offering amount: $220M
Investors reported
138
Form D · investor count
Minimum accepted
$250K
Reported outside-investor minimum
First sale
Nov 15, 2016
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
Nov 29, 2016Initial$208,375,000No comparison138SEC filing

Offering details

Securities
Pooled investment fund, Other
Exemptions
06b, 3C.7
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-275274
Limited liability company interests. The amount reflected in Item 11 may be reduced by the Managing Member of the Issuer in its sole discretion.

Source: Form D, filed Nov 29, 2016. 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 2017 HOLDINGS LLC SERIES 3

Investment adviser: EQUITY RESOURCE INVESTMENTS, LLC

Gross asset value
$84.3M
Beneficial owners
145
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

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

Filing source

Form ADV 2105004 · May 14, 2026 · Schedule D 7.B.(1), fund 805-2005201003

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
N/A Erf Fund 2017 Mm Llc Executive, Promoter
N/A Erf Manager Llc Promoter
Victor J. Paci Executive, Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
C/O Equity Resource Investments, Llc 1280 Massachusetts Avenue, 4 Th Floor
Cambridge, MA, 02138