{ "crd_number": 161186, "slug": "equity-resource-investments-llc-cambridge-ma-161186", "primary_business_name": "EQUITY RESOURCE INVESTMENTS, LLC", "legal_name": "EQUITY RESOURCE INVESTMENTS, LLC", "dbas": [], "city": "Cambridge", "state": "MA", "country": "United States", "cbsa_code": "14460", "metro": { "cbsa_code": "14460", "common_name": "Boston", "msa_name": "Boston-Cambridge-Newton, MA-NH", "path": "/advisors/ma/boston" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2012-03-30", "years_registered": 14, "period": "2026-10-01", "filing_date": "2026-05-14", "carried_forward": false, "raum_total": 1343370392.0, "raum_discretionary": 1343370392.0, "raum_non_discretionary": 0.0, "raum_band": "1b_5b", "raum_band_label": "$1 billion to $5 billion", "total_employees": 27, "advisory_employees": 21, "client_count_bucket": null, "clients_by_type": { "pooled_investment_vehicles": { "raum": 1343370392.0, "count": 68 } }, "compensation_types": [ "other", "performance_based" ], "advisory_activities": [ "portfolio_management_pooled_vehicles" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "MA" ], "websites": [ "https://erillc.com", "https://linkedin.com/company/equity-resource-investments" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/161186", "city_as_filed": "CAMBRIDGE", "url": "https://advisorcensus.com/firm/equity-resource-investments-llc-cambridge-ma-161186", "display_name": "Equity Resource Investments, LLC", "summary": "Equity Resource Investments, LLC is an SEC-registered investment advisory firm in Cambridge, MA, registered since 2012, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated May 14, 2026.", "citation": "AdvisorCensus. Equity Resource Investments, LLC (CRD 161186): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "Performance-based fees", "Other" ], "advisory_activity_labels": [ "Portfolio management for pooled investment vehicles (other than investment companies)" ], "quick_answers": [ { "q": "How is Equity Resource Investments, LLC compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Equity Resource Investments, LLC reports these compensation arrangements: performance-based fees; other. The amounts are in Item 5 of its Form ADV Part 2A brochure." }, { "q": "Where is Equity Resource Investments, LLC located?", "a": "Equity Resource Investments, LLC's principal office is in Cambridge, MA, according to its Form ADV." }, { "q": "Is Equity Resource Investments, LLC registered with the SEC or a state?", "a": "Equity Resource Investments, LLC is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 161186." }, { "q": "How much does Equity Resource Investments, LLC manage?", "a": "Equity Resource Investments, LLC reports $1,343,370,392 in regulatory assets under management in its Form ADV filing dated May 14, 2026 (100% discretionary)." }, { "q": "How have Equity Resource Investments, LLC's assets and staff changed since 2021?", "a": "In the Form ADV data for Equity Resource Investments, LLC: Regulatory assets under management: $1,245,547,125 in the October 2021 data and $1,343,370,392 in the October 2026 data, up 8%. Total employees: 22 in October 2021 and 27 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Equity Resource Investments, LLC serve?", "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (68)." }, { "q": "Does Equity Resource Investments, LLC report any disciplinary disclosures?", "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/161186" }, { "q": "What changed in Equity Resource Investments, LLC's recent Form ADV filings?", "a": "In the April 2026 filing data: Employees performing advisory functions went from 20 to 21." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 1245547125.0, "total_employees": 22, "filing_date": "2021-08-17" }, { "period": "2022-10-01", "regulatory_assets_under_management": 1410150559.0, "total_employees": 22, "filing_date": "2022-09-09" }, { "period": "2023-10-01", "regulatory_assets_under_management": 1385754612.0, "total_employees": 23, "filing_date": "2023-07-24" }, { "period": "2024-10-01", "regulatory_assets_under_management": 1225193956.0, "total_employees": 20, "filing_date": "2024-07-18" }, { "period": "2025-10-01", "regulatory_assets_under_management": 1330513516.0, "total_employees": 25, "filing_date": "2025-05-13" }, { "period": "2026-10-01", "regulatory_assets_under_management": 1343370392.0, "total_employees": 27, "filing_date": "2026-05-14" } ], "recent_changes": [ { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Employees performing advisory functions went from 20 to 21." ] } ], "fees_from_brochure": null, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/equity-resource-investments-llc-cambridge-ma-161186.md", "clients": [ { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 68, "fewer_than_5": false, "raum": 1343370392.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/161186", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }