EQUITY RESOURCE INVESTMENTS, LLC
CRD #161186 SEC #801-74326 CAMBRIDGE, MA 617-876-4800
SEC Registered Private Funds
Total AUM
$1.3B
Discretionary
$1.3B
Employees
25
Clients
--
Accounts
65
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $1.3B | $1.3B | $0 | 25 | 0 |
| Mar 2025 | $1.3B | $1.3B | $0 | 25 | 0 |
| Jul 2024 | $1.2B | $1.2B | $0 | 20 | 0 |
| Jun 2024 | $1.2B | $1.2B | $0 | 20 | 0 |
| Mar 2024 | $1.2B | $1.2B | $0 | 20 | 0 |
| Jan 2024 | $1.4B | $1.4B | $0 | 23 | 0 |
| Jul 2023 | $1.4B | $1.4B | $0 | 23 | 0 |
| Apr 2023 | $1.4B | $1.4B | $0 | 23 | 0 |
| Mar 2023 | $1.4B | $1.4B | $0 | 23 | 0 |
| Oct 2022 | $1.4B | $1.4B | $0 | 22 | 0 |
| Sep 2022 | $1.4B | $1.4B | $0 | 22 | 0 |
| Jul 2022 | $1.4B | $1.4B | $0 | 22 | 0 |
| Mar 2022 | $1.4B | $1.4B | $0 | 22 | 0 |
| Dec 2021 | $1.2B | $1.2B | $0 | 22 | 0 |
| Aug 2021 | $1.2B | $1.2B | $0 | 22 | 0 |
| Apr 2021 | $1.2B | $1.2B | $0 | 22 | 0 |
| Mar 2021 | $1.2B | $1.2B | $0 | 22 | 0 |
| Apr 2020 | $1.1B | $1.1B | $0 | 21 | 104 |
| Mar 2020 | $1.1B | $1.1B | $0 | 21 | 104 |
| Mar 2019 | $1.2B | $1.2B | $0 | 19 | 103 |
| Mar 2018 | $1.1B | $1.1B | $0 | 18 | 0 |
| Aug 2017 | $1.1B | $1.1B | $0 | 17 | 100 |
| Mar 2017 | $1.1B | $1.1B | $0 | 17 | 100 |
| Oct 2016 | $922.1M | $922.1M | $0 | 17 | 100 |
| Apr 2016 | $921.7M | $921.7M | $0 | 17 | 100 |
| Mar 2016 | $922.6M | $922.6M | $0 | 17 | 100 |
| Mar 2015 | $811.5M | $811.5M | $0 | 16 | 100 |
| Mar 2014 | $544.6M | $544.6M | $0 | 16 | 11 |
| Jun 2013 | $536.9M | $536.9M | $0 | 15 | 11 |
| May 2013 | $535.8M | $535.8M | $0 | 15 | 11 |
| Mar 2013 | $504.7M | $504.7M | $0 | 15 | 11 |
| Jan 2013 | $367.9M | $367.9M | $0 | 13 | 11 |
| Jun 2012 | $367.9M | $367.9M | $0 | -- | 11 |
| Apr 2012 | $367.9M | $367.9M | $0 | -- | 11 |
| Feb 2012 | $367.9M | $367.9M | $0 | -- | 11 |
DateMay 2025
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees25
Clients0
DateMar 2025
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees25
Clients0
DateJul 2024
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees20
Clients0
DateJun 2024
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees20
Clients0
DateMar 2024
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees20
Clients0
DateJan 2024
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees23
Clients0
DateJul 2023
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees23
Clients0
DateApr 2023
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees23
Clients0
DateMar 2023
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees23
Clients0
DateOct 2022
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees22
Clients0
DateSep 2022
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees22
Clients0
DateJul 2022
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees22
Clients0
DateMar 2022
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees22
Clients0
DateDec 2021
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees22
Clients0
DateAug 2021
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees22
Clients0
DateApr 2021
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees22
Clients0
DateMar 2021
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees22
Clients0
DateApr 2020
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees21
Clients104
DateMar 2020
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees21
Clients104
DateMar 2019
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees19
Clients103
DateMar 2018
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees18
Clients0
DateAug 2017
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees17
Clients100
DateMar 2017
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees17
Clients100
DateOct 2016
Total AUM$922.1M
Discretionary$922.1M
Non-Disc.$0
Employees17
Clients100
DateApr 2016
Total AUM$921.7M
Discretionary$921.7M
Non-Disc.$0
Employees17
Clients100
DateMar 2016
Total AUM$922.6M
Discretionary$922.6M
Non-Disc.$0
Employees17
Clients100
DateMar 2015
Total AUM$811.5M
Discretionary$811.5M
Non-Disc.$0
Employees16
Clients100
DateMar 2014
Total AUM$544.6M
Discretionary$544.6M
Non-Disc.$0
Employees16
Clients11
DateJun 2013
Total AUM$536.9M
Discretionary$536.9M
Non-Disc.$0
Employees15
Clients11
DateMay 2013
Total AUM$535.8M
Discretionary$535.8M
Non-Disc.$0
Employees15
Clients11
DateMar 2013
Total AUM$504.7M
Discretionary$504.7M
Non-Disc.$0
Employees15
Clients11
DateJan 2013
Total AUM$367.9M
Discretionary$367.9M
Non-Disc.$0
Employees13
Clients11
DateJun 2012
Total AUM$367.9M
Discretionary$367.9M
Non-Disc.$0
Employees--
Clients11
DateApr 2012
Total AUM$367.9M
Discretionary$367.9M
Non-Disc.$0
Employees--
Clients11
DateFeb 2012
Total AUM$367.9M
Discretionary$367.9M
Non-Disc.$0
Employees--
Clients11