EQUITY RESOURCE INVESTMENTS, LLC
Firm details
- Headquarters
- CAMBRIDGE, Massachusetts
- CRD number
- 161186
- Registered since
- March 30, 2012
- Website
- www.erillc.com
- Fee structure
- Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Equity Resource Investments, LLC is an SEC-registered limited liability company that operates as a manager and sponsor of pooled investment vehicles with a focus on real estate. The firm registered with the SEC in 2012 and identifies its client base primarily as institutional. Its advisory mandate centers on portfolio management for pooled investment vehicles, and it executes a business model that includes acting as an adviser, sponsor, general partner, and managing member of those vehicles. Fee arrangements include performance-based components and other non-standard structures. The firm does not present itself as a capital allocator, is not an active ESG investor, and does not operate as a multi-state or newly formed adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2EGGERT DAGBJARTSSON
Managing Partner & Co-CIOCRD 1775759
Charles Haydock
Chief Compliance OfficerCRD 7590152
Contacts
3 of 6KURT SPRING
Managing PartnerCRD 7242273
VICTOR PACI
Managing PartnerCRD 6026896
JAMES BROOKS
MemberCRD 1572854
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CAMBRIDGE, MA
MIDDLESEX
Location
CAMBRIDGE, MA
Headquartered in CAMBRIDGE, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- MIDDLESEX
- Address
- 1280 Massachusetts Ave
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
VALENCE8
RIACAMBRIDGE, MA
PINNEY & SCOFIELD, INC.
RIACAMBRIDGE, MA
CLARUS VENTURES, LLC
RIACAMBRIDGE, MA
GC WEALTH MANAGEMENT RIA, LLC
RIACAMBRIDGE, MA
FAYERWEATHER MANAGEMENT, LLC
RIACAMBRIDGE, MA
NINTH ETERNITY ASSET MANAGEMENT LLC
RIACAMBRIDGE, MA