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EQUITY RESOURCE INVESTMENTS, LLC
CRD 161186 · SEC 801-74326
1280 MASSACHUSETTS AVE, STE 4, CAMBRIDGE, MA, 02138, United States
Phone
617-876-4800
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.34B
Discretionary AUM
$1.34B
Team
27 total employees; 21 advisory reps
Clients
—
Fees
Performance-based fees; A PERCENTAGE OF INVESTED CAPITAL
Org form
Limited Liability Company
Filing date
2026-05-14
Disciplinary history
No
Services
Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 68 | $1.34B |
States served
MA
All web addresses on file
Official SEC filing: View on IAPD