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EQUITY RESOURCE INVESTMENTS, LLC
CRD 161186File 801-74326
APPROVED
Custody
Filing as of May 14, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.