EQUITY RESOURCE INVESTMENTS, LLC

RIASEC RegisteredEst. 2012
Total AUM
$1.3B
Discretionary
$1.3B
100% of AUM
Avg account
$19.8M
Accounts
68
Employees
27
Advisory reps
8

Firm details

Headquarters
CAMBRIDGE, Massachusetts
CRD number
161186
Registered since
March 30, 2012
Fee structure
Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • EGGERT DAGBJARTSSON

    Managing Partner & Co-CIOCRD 1775759

  • Charles Haydock

    Chief Compliance OfficerCRD 7590152

Contacts

3 of 6
  • KURT SPRING

    Managing PartnerCRD 7242273

  • VICTOR PACI

    Managing PartnerCRD 6026896

  • JAMES BROOKS

    MemberCRD 1572854

Unlock 3 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth