Equity Resource Investments

Real Estate SEC-registered adviser

Legal name: Equity Resource Investments, LLC

Cambridge, MA Website LinkedIn

AUM

$1.3B
Regulatory AUM

Private funds

62
Real Estate 62

Private fund assets

$1.5B
Gross asset value

Employees

27

Last Form D raise

Oct 2025
Most recent fund filing

From SEC Form ADV filing (filed May 14, 2026). View on SEC

People(8)

Owners and executive officers named on the firm's SEC Form ADV.

C
Charles Haydock
Principal, Chief Compliance Officer / Assistant General Counsel
Source: SEC Form ADV
E
Eggert Dagbjartsson
Managing Member
Source: SEC Form ADV
J
James Brooks
Member
Source: SEC Form ADV
J
Joanne Foley
Managing Member
Source: SEC Form ADV
K
Kurt Spring
Managing Member
Source: SEC Form ADV
M
Mark Thompson
Member
Source: SEC Form ADV
P
Paul Coelho
Managing Member
Source: SEC Form ADV
V
Victor Paci
Managing Member
Source: SEC Form ADV

Funds(62)

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
Equity Resource Fund B 2025 LPReal Estate$8.7M——Oct 2025Cool
Equity Resource Fund C 2025 LPReal Estate$2.4M——Oct 2025Cool
Equity Resource Fund A 2025 LPReal Estate$64.5M——Sep 2025Cool
Equity Resource Fund A 2022 LLCReal Estate$331.8M$298.0M255Sep 2022Cold
Equity Resource Fund B 2022 LLCReal Estate$53.0M$49.2M18Sep 2022Cold
Equity Resource Fund C 2022 LLCReal Estate$2.9M$2.8M4Sep 2022Cold
F2022 Employee Participation Fund LLCReal Estate$1.3M$1.1M12Apr 2022Cold
F2020 Employee Participation Fund LLCReal Estate$5.4M$4.4M14Jun 2020Cold
Equity Resource Fund 2020 LLCReal Estate$276.4M$205.2M119Apr 2020Cold
Equity Resource Fund 2018 LLCReal Estate$208.4M$230.0M106Aug 2018Cold
Equity Resource Fund 2017 Holdings LLC Series 3Real Estate$84.3M$208.4M138Nov 2016Cold
F2018 Employee Participation Fund LLCReal Estate$3.8M$2.3M10Nov 2016Cold
F2017 Employee Participation Fund LLCReal Estate$942K$2.3M10Nov 2016Cold
Equity Resource Fund 2015 Holdings LLC Series 3Real Estate$63.0M$175.9M111Feb 2015Cold
Equity Resource Fund 2015 REIT LLCReal Estate$4.4M$175.9M111Feb 2015Cold

Board seats(1)

Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.

Finalta
Other TechnologyBoston, MADirector: Victor Paci
$1.1M raised
Since Jan 2014
SEC Form D

Regulatory identifiers

CRD number
161186
SEC file number
801-74326

Sources