The EQUITY RESOURCE INVESTMENTS, LLC is a privately held investment adviser that advises $1.45Bn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. EQUITY RESOURCE INVESTMENTS, LLC is a Private Fund A private fund manager is a manager whose >=75% of total assets under management are in private funds (privately offered pooled vehicles for accredited or qualified investors, generally accessed through placements with higher minimums, restricted eligibility, and negotiated terms) Manager. Assets increased by 1.34% over the last 5-years.
The Group has been registered with the SEC for 14.35 years and is comprised of 1 filing and 3 relying advisers. They operate out of 1 office location with their Headquarters at 1280 MASSACHUSETTS AVE STE 4, CAMBRIDGE, MASSACHUSETTS. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 27 employees comprised of 21 investment and 6 non-investment staff. The total number of Employees increased by 22.73% over the last 5-years.
Their $1.45Bn in assets advised are owned by 68 private funds, 0 public funds and BDCs and 0 other accounts. Assets of Pooled Investment Vehicles (Not IC or BDC) clients total $1.45Bn or 100% of Total Assets.
The Group's top investment strategies include Real Estate, representing 100% of total assets, respectively.
They advise 1 types of clients, top clients are Pooled Investment Vehicles (Not IC or BDC).
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 4 Custodians and 2 Marketers. It does not report a third-party Fund Administrator in 54 private funds with $280.24mn in assets.
The Group discloses performance-based fees.
EQUITY RESOURCE INVESTMENTS, LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.