Form D · Private Equity Fund

Equity Resource Fund A 2025 LP

Cambridge, MA · CIK 0002061908

Offering snapshot reported Oct 6, 2026 · SEC filing

Reported sold
$14.9M
Indefinite offering
Investors reported
22
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Mar 9, 2026
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported investors0 → 22

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Oct 6, 2026Amendment$14,875,000No comparison22SEC filing
Oct 3, 2025InitialYet to sellNo comparison0SEC filing
Sep 12, 2025InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06c, 3C, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-559798

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
PICKWICK CAPITAL PARTNERS, LLC130672
BUTLER CAPITAL INVESTMENTS, LLC114242

Source: Form D, filed Oct 6, 2026. 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 A 2025 LP

Investment adviser: EQUITY RESOURCE INVESTMENTS, LLC

Gross asset value
$64.5M
Beneficial owners
85
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 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
Marketer MICHAEL ANTHONY D/B/A BOSTON FAMILY OFFICE CONSULTANTS IPSWICH, Massachusetts, United States Related to adviser: No
Marketer PICKWICK CAPITAL PARTNERS, LLC WHITE PLAINS, 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
Yes

KPMG LLP
PCAOB 185

CAMBRIDGE SAVINGS BANK
LEI 549300FHGNOLF14HHS09

JPMORGAN CHASE BANK, NA
LEI 7H6GLXDRUGQFU57RNE97

PICKWICK CAPITAL PARTNERS, LLC
CRD 130672 · SEC 8-66373

Filing source

Form ADV 2105004 · May 14, 2026 · Schedule D 7.B.(1), fund 805-2968999784

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
Paul Coelho Executive
Eggert Dagbjartsson Executive
N/A Erf 2025 Gp Llc Promoter
Joanne D.C. Foley Executive
Kurt Spring Executive

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