# Equity Resource Investments, LLC

> 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.

- CRD: 161186
- Filed as: EQUITY RESOURCE INVESTMENTS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Cambridge, MA
- Filing period: October 2026
- Form ADV filing dated: May 14, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/161186
- AdvisorCensus page: https://advisorcensus.com/firm/equity-resource-investments-llc-cambridge-ma-161186

## Quick answers

**How is Equity Resource Investments, LLC compensated?**
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.

**Where is Equity Resource Investments, LLC located?**
Equity Resource Investments, LLC's principal office is in Cambridge, MA, according to its Form ADV.

**Is Equity Resource Investments, LLC registered with the SEC or a state?**
Equity Resource Investments, LLC is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 161186.

**How much does Equity Resource Investments, LLC manage?**
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).

**How have Equity Resource Investments, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Equity Resource Investments, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (68).

**Does Equity Resource Investments, LLC report any disciplinary disclosures?**
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

**What changed in Equity Resource Investments, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 20 to 21.

## From the Form ADV filing

### Compensation (Item 5.E)
- Performance-based fees
- Other

### Regulatory assets under management (Item 5.F)
- Total: $1,343,370,392
- Discretionary: $1,343,370,392
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 68 | $1,343,370,392 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2012 (14 years)
- Employees: 27 total, 21 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- erillc.com
- LinkedIn @equity-resource-investments

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,245,547,125 | 22 | August 17, 2021 |
| October 2022 | $1,410,150,559 | 22 | September 9, 2022 |
| October 2023 | $1,385,754,612 | 23 | July 24, 2023 |
| October 2024 | $1,225,193,956 | 20 | July 18, 2024 |
| October 2025 | $1,330,513,516 | 25 | May 13, 2025 |
| October 2026 | $1,343,370,392 | 27 | May 14, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 20 to 21.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Equity Resource Investments, LLC (CRD 161186): Form ADV filing data as of October 2026.