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EQUITY RESOURCE INVESTMENTS, LLC
CRD 161186File 801-74326
APPROVED
Custody
Filing as of May 14, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.34B
Above cohort median (national)
Discretionary AUM
$1.34B
Clients
68
68 accounts
Employees
27
Above cohort median in MA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Mar 30, 2012
- Principal office
- 1280 MASSACHUSETTS AVE, STE 4, CAMBRIDGE, MA, 02138
- Phone
- 617-876-4800
- Website
- https://www.erillc.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.34B
- Discretionary AUM
- $1.34B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 68
- Non-discretionary accounts
- 0
- Total accounts
- 68
- AUM per client
- $19.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 68 | $1.34B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — A PERCENTAGE OF INVESTED CAPITAL
- Performance-based fees
Advisory activities
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 25 | 27 | increased by2 |
| Apr 1, 2026 | Clients | 65 | 68 | increased by3 |
| Apr 1, 2026 | AUM | $1,330,513,516 | $1,343,370,392 | increased by$12,856,876 |
| Apr 1, 2026 | Accounts | 65 | 68 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 22 | 25 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 107 | 65 | decreased by42 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,410,150,559 | $1,330,513,516 | decreased by$79,637,043 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 107 | 65 | decreased by42 |
| Apr 1, 2022 | Clients | 111 | 107 | decreased by4 |
| Apr 1, 2022 | AUM | $1,245,547,125 | $1,410,150,559 | increased by$164,603,434 |
| Apr 1, 2022 | Accounts | 111 | 107 | decreased by4 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “EQUITY RESOURCE” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“EQUITY RESOURCE” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.