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

Clients

Accounts

Firm Details

Organization Type: Limited Liability Company
State of Formation: Massachusetts
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: May 13, 2025
Branch Offices: 0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
COELHO, PAUL	I	MANAGING MEMBER	NA	Control
COELHO, PAUL	I	MANAGING MEMBER	NA	Control
COELHO, PAUL	I	MANAGING MEMBER	NA	Control
COELHO, PAUL, GEORGE	I	MANAGING MEMBER	NA	Control
COELHO, PAUL, GEORGE	I	MANAGING MEMBER	NA	Control
COELHO, PAUL, GEORGE	I	MANAGING MEMBER	NA	Control
COELHO, PAUL, GEORGE	I	MANAGING MEMBER	NA	Control
COELHO, PAUL, GEORGE	I	MANAGING MEMBER	NA	Control
COELHO, PAUL, GEORGE	I	MANAGING MEMBER	NA	Control
COELHO, PAUL, GEORGE	I	MANAGING MEMBER	NA	Control
COELHO, PAUL, GEORGE	I	MANAGING MEMBER	NA	Control
COELHO, PAUL, GEORGE	I	MANAGING MEMBER	NA	Control
COELHO, PAUL, GEORGE	I	MANAGING MEMBER	NA	Control
FOLEY, JOANNE, DOLORES	I	MANAGING MEMBER	NA	Control
FOLEY, JOANNE, DOLORES	I	MANAGING MEMBER	NA	Control
FOLEY, JOANNE, DOLORES	I	MANAGING MEMBER	NA	Control
FOLEY, JOANNE, DOLORES	I	MANAGING MEMBER	NA	Control
Haydock, Charles, Thorndike	I	VICE PRESIDENT, CHIEF COMPLIANCE OFFICER / ASSISTANT GENERAL COUNSEL	NA	Control
Haydock, Charles, Thorndike	I	VICE PRESIDENT, CHIEF COMPLIANCE OFFICER / ASSISTANT GENERAL COUNSEL	NA	Control
Haydock, Charles, Thorndike	I	VICE PRESIDENT, CHIEF COMPLIANCE OFFICER / ASSISTANT GENERAL COUNSEL	NA	Control
Haydock, Charles, Thorndike	I	VICE PRESIDENT, CHIEF COMPLIANCE OFFICER / ASSISTANT GENERAL COUNSEL	NA	Control
Haydock, Charles, Thorndike	I	VICE PRESIDENT, CHIEF COMPLIANCE OFFICER / ASSISTANT GENERAL COUNSEL	NA	Control
Haydock, Charles, Thorndike	I	VICE PRESIDENT, CHIEF COMPLIANCE OFFICER / ASSISTANT GENERAL COUNSEL	NA	Control
Haydock, Charles, Thorndike	I	VICE PRESIDENT, CHIEF COMPLIANCE OFFICER / ASSISTANT GENERAL COUNSEL	NA	Control
Haydock, Charles, Thorndike	I	VICE PRESIDENT, CHIEF COMPLIANCE OFFICER / ASSISTANT GENERAL COUNSEL	NA	Control
Haydock, Charles, Thorndike	I	PRINCIPAL, CHIEF COMPLIANCE OFFICER / ASSISTANT GENERAL COUNSEL	NA	Control
Haydock, Charles, Thorndike	I	VICE PRESIDENT, CHIEF COMPLIANCE OFFICER / ASSISTANT GENERAL COUNSEL	NA	Control
Haydock, Charles, Thorndike	I	PRINCIPAL, CHIEF COMPLIANCE OFFICER / ASSISTANT GENERAL COUNSEL	NA	Control
Haydock, Charles, Thorndike	I	PRINCIPAL, CHIEF COMPLIANCE OFFICER / ASSISTANT GENERAL COUNSEL	NA	Control
MACLEAN, DOUGLAS, FRASER	I	CHIEF COMPLIANCE OFFICER	NA	Control
MACLEAN, DOUGLAS, FRASER	I	CHIEF COMPLIANCE OFFICER	NA	Control
MACLEAN, DOUGLAS, FRASER	I	CHIEF COMPLIANCE OFFICER	NA	Control
PORCELLI, ROBERT	I	CHIEF COMPLIANCE OFFICER	NA	Control
PORCELLI, ROBERT	I	CHIEF COMPLIANCE OFFICER	NA	Control
PORCELLI, ROBERT	I	CHIEF COMPLIANCE OFFICER	NA	Control
PORCELLI, ROBERT	I	CHIEF COMPLIANCE OFFICER	NA	Control
PORCELLI, ROBERT	I	CHIEF COMPLIANCE OFFICER	NA	Control
PORCELLI, ROBERT	I	CHIEF COMPLIANCE OFFICER	NA	Control
PORCELLI, ROBERT	I	CHIEF COMPLIANCE OFFICER	NA	Control
PORCELLI, ROBERT	I	CHIEF COMPLIANCE OFFICER	NA	Control
PORCELLI, ROBERT	I	CHIEF COMPLIANCE OFFICER	NA	Control
PORCELLI, ROBERT	I	CHIEF COMPLIANCE OFFICER	NA	Control
PORCELLI, ROBERT	I	CHIEF COMPLIANCE OFFICER	NA	Control
PORCELLI, ROBERT	I	CHIEF COMPLIANCE OFFICER	NA	Control
PORCELLI, ROBERT	I	CHIEF COMPLIANCE OFFICER	NA	Control
PORCELLI, ROBERT	I	CHIEF COMPLIANCE OFFICER	NA	Control
PORCELLI, ROBERT	I	CHIEF COMPLIANCE OFFICER	NA	Control
PORCELLI, ROBERT	I	CHIEF COMPLIANCE OFFICER	NA	Control
PORCELLI, ROBERT	I	CHIEF COMPLIANCE OFFICER	NA	Control
PORCELLI, ROBERT	I	CHIEF COMPLIANCE OFFICER	NA	Control
PORCELLI, ROBERT	I	CHIEF COMPLIANCE OFFICER	NA	Control
QUINN, BRUCE, MICHAEL	I	MANAGING MEMBER	NA	Control
QUINN, BRUCE, MICHAEL	I	MANAGING MEMBER	NA	Control
QUINN, BRUCE, MICHAEL	I	MANAGING MEMBER	NA	Control
QUINN, BRUCE, MICHAEL	I	MANAGING MEMBER	NA	Control
QUINN, BRUCE, MICHAEL	I	MANAGING MEMBER	NA	Control
QUINN, BRUCE, MICHAEL	I	MANAGING MEMBER	NA	Control
QUINN, BRUCE, MICHAEL	I	MANAGING MEMBER	NA	Control
QUINN, BRUCE, MICHAEL	I	MANAGING MEMBER	NA	Control
QUINN, BRUCE, MICHAEL	I	MANAGING MEMBER	NA	Control
ZECKHAUSER, BRYN	I	MANAGING MEMBER	NA	Control
ZECKHAUSER, BRYN	I	MANAGING MEMBER	NA	Control
ZECKHAUSER, BRYN	I	MANAGING MEMBER	NA	Control
ZECKHAUSER, BRYN, GORDON	I	MANAGING MEMBER	NA	Control
ZECKHAUSER, BRYN, GORDON	I	MANAGING MEMBER	NA	Control
ZECKHAUSER, BRYN, GORDON	I	MANAGING MEMBER	NA	Control
ZECKHAUSER, BRYN, GORDON	I	MANAGING MEMBER	NA	Control
ZECKHAUSER, BRYN, GORDON	I	MANAGING MEMBER	NA	Control
ZECKHAUSER, BRYN, GORDON	I	MANAGING MEMBER	NA	Control
ZECKHAUSER, BRYN, GORDON	I	MANAGING MEMBER	NA	Control
ZECKHAUSER, BRYN, GORDON	I	MANAGING MEMBER	NA	Control
ZECKHAUSER, BRYN, GORDON	I	MANAGING MEMBER	NA	Control
ZECKHAUSER, BRYN, GORDON	I	MANAGING MEMBER	NA	Control
ZECKHAUSER, RICHARD, J	I	MEMBER	NA
ZECKHAUSER, RICHARD, J	I	MEMBER	NA
ZECKHAUSER, RICHARD, J	I	MEMBER	NA
ZECKHAUSER, RICHARD, J	I	MEMBER	NA
ZECKHAUSER, RICHARD, J	I	MEMBER	NA
ZECKHAUSER, RICHARD, J	I	MEMBER	NA
ZECKHAUSER, RICHARD, J	I	MEMBER	NA
ZECKHAUSER, RICHARD, J	I	MEMBER	NA
ZECKHAUSER, RICHARD, J	I	MEMBER	NA
ZECKHAUSER, RICHARD, J	I	MEMBER	NA
ZECKHAUSER, RICHARD, J	I	MEMBER	NA
ZECKHAUSER, RICHARD, J	I	MEMBER	NA
ZECKHAUSER, RICHARD, J	I	MEMBER	NA
ZECKHAUSER, RICHARD, J	I	MEMBER	NA
ZECKHAUSER, RICHARD, J	I	MEMBER	NA
ZECKHAUSER, RICHARD, J	I	MEMBER	NA
ZECKHAUSER, RICHARD, J	I	MEMBER	NA
ZECKHAUSER, RICHARD, J	I	MEMBER	NA
ZECKHAUSER, RICHARD, J	I	MEMBER	NA
ZECKHAUSER, RICHARD, JAY	I	MEMBER	NA
ZECKHAUSER, RICHARD, JAY	I	MEMBER	NA
ZECKHAUSER, RICHARD, JAY	I	MEMBER	NA
ZECKHAUSER, RICHARD, JAY	I	MEMBER	NA
ZECKHAUSER, RICHARD, JAY	I	MEMBER	NA
ZECKHAUSER, RICHARD, JAY	I	MEMBER	NA
ZECKHAUSER, RICHARD, JAY	I	MEMBER	NA
ZECKHAUSER, RICHARD, JAY	I	MEMBER	NA
ZECKHAUSER, RICHARD, JAY	I	MEMBER	NA
ZECKHAUSER, RICHARD, JAY	I	MEMBER	NA
ZECKHAUSER, RICHARD, JAY	I	MEMBER	NA
ZECKHAUSER, RICHARD, JAY	I	MEMBER	NA
ZECKHAUSER, RICHARD, JAY	I	MEMBER	NA
ZECKHAUSER, RICHARD, JAY	I	MEMBER	NA
DAGBJARTSSON, EGGERT	I	MANAGER	C	Control
DAGBJARTSSON, EGGERT	I	MANAGER	C	Control
DAGBJARTSSON, EGGERT	I	MANAGER	C	Control
DAGBJARTSSON, EGGERT	I	MANAGING MEMBER	C	Control
DAGBJARTSSON, EGGERT	I	MANAGER	C	Control
DAGBJARTSSON, EGGERT	I	MANAGER	C	Control
DAGBJARTSSON, EGGERT	I	MANAGER	C	Control
DAGBJARTSSON, EGGERT	I	MANAGING MEMBER	C	Control
DAGBJARTSSON, EGGERT	I	MANAGER	C	Control
DAGBJARTSSON, EGGERT	I	MANAGING MEMBER	C	Control
DAGBJARTSSON, EGGERT	I	MANAGING MEMBER	C	Control
DAGBJARTSSON, EGGERT	I	MANAGING MEMBER	C	Control
DAGBJARTSSON, EGGERT	I	MANAGING MEMBER	C	Control
DAGBJARTSSON, EGGERT	I	MANAGING MEMBER	C	Control
DAGBJARTSSON, EGGERT	I	MANAGING MEMBER	C	Control
DAGBJARTSSON, EGGERT	I	MANAGING MEMBER	C	Control
DAGBJARTSSON, EGGERT	I	MANAGING MEMBER	C	Control
DAGBJARTSSON, EGGERT	I	MANAGING MEMBER	C	Control
DAGBJARTSSON, EGGERT	I	MANAGING MEMBER	C	Control
DAGBJARTSSON, EGGERT	I	MANAGING MEMBER	C	Control
DAGBJARTSSON, EGGERT	I	MANAGING MEMBER	C	Control
DAGBJARTSSON, EGGERT	I	MANAGING MEMBER	C	Control
DAGBJARTSSON, EGGERT	I	MANAGING MEMBER	C	Control
DAGBJARTSSON, EGGERT	I	MANAGING MEMBER	C	Control
DAGBJARTSSON, EGGERT	I	MANAGING MEMBER	C	Control
DAGBJARTSSON, EGGERT	I	MANAGING MEMBER	C	Control
DAGBJARTSSON, EGGERT	I	MANAGING MEMBER	C	Control
DAGBJARTSSON, EGGERT	I	MANAGING MEMBER	C	Control
DAGBJARTSSON, EGGERT	I	MANAGING MEMBER	C	Control
DAGBJARTSSON, EGGERT	I	MANAGING MEMBER	C	Control
DAGBJARTSSON, EGGERT	I	MANAGING MEMBER	C	Control
DAGBJARTSSON, EGGERT	I	MANAGING MEMBER	C	Control
DAGBJARTSSON, EGGERT	I	MANAGING MEMBER	C	Control
DAGBJARTSSON, EGGERT	I	MANAGING MEMBER	C	Control
DAGBJARTSSON, EGGERT	I	MANAGING MEMBER	C	Control
PACI, VICTOR, J	I	MANAGER	C	Control
PACI, VICTOR, J	I	MANAGER	C	Control
PACI, VICTOR, J	I	MANAGER	C	Control
PACI, VICTOR, J	I	MANAGING MEMBER	C	Control
PACI, VICTOR, J	I	MANAGER	C	Control
PACI, VICTOR, J	I	MANAGER	C	Control
PACI, VICTOR, J	I	MANAGER	C	Control
PACI, VICTOR, J	I	MANAGING MEMBER	C	Control
PACI, VICTOR, J	I	CHIEF COMPLIANCE OFFICER	C	Control
PACI, VICTOR, J	I	MANAGING MEMBER	C	Control
PACI, VICTOR, J	I	MANAGING MEMBER	C	Control
PACI, VICTOR, J	I	MANAGING MEMBER	C	Control
PACI, VICTOR, J	I	MANAGING MEMBER	C	Control
PACI, VICTOR, J	I	MANAGING MEMBER	C	Control
PACI, VICTOR, J	I	MANAGING MEMBER	C	Control
PACI, VICTOR, J	I	MANAGING MEMBER	C	Control
COELHO, PAUL, GEORGE	I	MANAGING MEMBER	B	Control
COELHO, PAUL, GEORGE	I	MANAGING MEMBER	B	Control
COELHO, PAUL, GEORGE	I	MANAGING MEMBER	B	Control
COELHO, PAUL, GEORGE	I	MANAGING MEMBER	B	Control
COELHO, PAUL, GEORGE	I	MANAGING MEMBER	B	Control
COELHO, PAUL, GEORGE	I	MANAGING MEMBER	B	Control
FOLEY, JOANNE, DOLORES	I	MANAGING MEMBER	B	Control
FOLEY, JOANNE, DOLORES	I	MANAGING MEMBER	B	Control
FOLEY, JOANNE, DOLORES	I	MANAGING MEMBER	B	Control
FOLEY, JOANNE, DOLORES	I	MANAGING MEMBER	B	Control
FOLEY, JOANNE, DOLORES	I	MANAGING MEMBER	B	Control
FOLEY, JOANNE, DOLORES	I	MANAGING MEMBER	B	Control
PACI, VICTOR, J	I	MANAGING MEMBER	B	Control
PACI, VICTOR, J	I	MANAGING MEMBER	B	Control
PACI, VICTOR, J	I	MANAGING MEMBER	B	Control
PACI, VICTOR, JAMES	I	MANAGING MEMBER	B	Control
PACI, VICTOR, JAMES	I	MANAGING MEMBER	B	Control
PACI, VICTOR, JAMES	I	MANAGING MEMBER	B	Control
PACI, VICTOR, JAMES	I	MANAGING MEMBER	B	Control
PACI, VICTOR, JAMES	I	MANAGING MEMBER	B	Control
PACI, VICTOR, JAMES	I	MANAGING MEMBER	B	Control
PACI, VICTOR, JAMES	I	MANAGING MEMBER	B	Control
PACI, VICTOR, JAMES	I	MANAGING MEMBER	B	Control
PACI, VICTOR, JAMES	I	MANAGING MEMBER	B	Control
PACI, VICTOR, JAMES	I	MANAGING MEMBER	B	Control
PACI, VICTOR, JAMES	I	MANAGING MEMBER	B	Control
PACI, VICTOR, JAMES	I	MANAGING MEMBER	B	Control
PACI, VICTOR, JAMES	I	MANAGING MEMBER	B	Control
PACI, VICTOR, JAMES	I	MANAGING MEMBER	B	Control
PACI, VICTOR, JAMES	I	MANAGING MEMBER	B	Control
PACI, VICTOR, JAMES	I	MANAGING MEMBER	B	Control
SPRING, KURT, RENFREW	I	MANAGING MEMBER	B	Control
SPRING, KURT, RENFREW	I	MANAGING MEMBER	B	Control
SPRING, KURT, RENFREW	I	MANAGING MEMBER	B	Control
SPRING, KURT, RENFREW	I	MANAGING MEMBER	B	Control
SPRING, KURT, RENFREW	I	MANAGING MEMBER	B	Control
SPRING, KURT, RENFREW	I	MANAGING MEMBER	B	Control
BROOKS, JAMES, EARL	I	MEMBER	A
BROOKS, JAMES, EARL	I	MEMBER	A
BROOKS, JAMES, EARL	I	MEMBER	A
BROOKS, JAMES, EARL	I	MEMBER	A
BROOKS, JAMES, EARL	I	MEMBER	A
BROOKS, JAMES, EARL	I	MEMBER	A
BROOKS, JAMES, EARL	I	MEMBER	A
BROOKS, JAMES, EARL	I	MEMBER	A
BROOKS, JAMES, EARL	I	MEMBER	A
BROOKS, JAMES, EARL	I	MEMBER	A
BROOKS, JAMES, EARL	I	MEMBER	A
BROOKS, JAMES, EARL	I	MEMBER	A
BROOKS, JAMES, EARL	I	MEMBER	A
BROOKS, JAMES, EARL	I	MEMBER	A
BROOKS, JAMES, EARL	I	MEMBER	A
BROOKS, JAMES, EARL	I	MEMBER	A
BROOKS, JAMES, EARL	I	MEMBER	A
BROOKS, JAMES, EARL	I	MEMBER	A
BROOKS, JAMES, EARL	I	MEMBER	A
BROOKS, JAMES, EARL	I	MEMBER	A
BROOKS, JAMES, EARL	I	MEMBER	A
BROOKS, JAMES, EARL	I	MEMBER	A
BROOKS, JAMES, EARL	I	MEMBER	A
BROOKS, JAMES, EARL	I	MEMBER	A
BROOKS, JAMES, EARL	I	MEMBER	A
BROOKS, JAMES, EARL	I	MEMBER	A
BROOKS, JAMES, EARL	I	MEMBER	A
BROOKS, JAMES, EARL	I	MEMBER	A
BROOKS, JAMES, EARL	I	MEMBER	A
BROOKS, JAMES, EARL	I	MEMBER	A
BROOKS, JAMES, EARL	I	MEMBER	A
BROOKS, JAMES, EARL	I	MEMBER	A
BROOKS, JAMES, EARL	I	MEMBER	A
BROOKS, JAMES, EARL	I	MEMBER	A
BROOKS, JAMES, EARL	I	MEMBER	A
THOMPSON, MARK, SMITH	I	MEMBER	A
THOMPSON, MARK, SMITH	I	MEMBER	A
THOMPSON, MARK, SMITH	I	MEMBER	A
THOMPSON, MARK, SMITH	I	MEMBER	A
THOMPSON, MARK, SMITH	I	MEMBER	A
THOMPSON, MARK, SMITH	I	MEMBER	A
THOMPSON, MARK, SMITH	I	MEMBER	A
THOMPSON, MARK, SMITH	I	MEMBER	A
THOMPSON, MARK, SMITH	I	MEMBER	A
THOMPSON, MARK, SMITH	I	MEMBER	A
THOMPSON, MARK, SMITH	I	MEMBER	A
THOMPSON, MARK, SMITH	I	MEMBER	A
THOMPSON, MARK, SMITH	I	MEMBER	A
THOMPSON, MARK, SMITH	I	MEMBER	A
THOMPSON, MARK, SMITH	I	MEMBER	A
THOMPSON, MARK, SMITH	I	MEMBER	A
THOMPSON, MARK, SMITH	I	MEMBER	A
THOMPSON, MARK, SMITH	I	MEMBER	A
THOMPSON, MARK, SMITH	I	MEMBER	A
THOMPSON, MARK, SMITH	I	MEMBER	A
THOMPSON, MARK, SMITH	I	MEMBER	A
THOMPSON, MARK, SMITH	I	MEMBER	A
THOMPSON, MARK, SMITH	I	MEMBER	A
THOMPSON, MARK, SMITH	I	MEMBER	A
THOMPSON, MARK, SMITH	I	MEMBER	A
THOMPSON, MARK, SMITH	I	MEMBER	A
THOMPSON, MARK, SMITH	I	MEMBER	A
THOMPSON, MARK, SMITH	I	MEMBER	A
THOMPSON, MARK, SMITH	I	MEMBER	A
THOMPSON, MARK, SMITH	I	MEMBER	A
THOMPSON, MARK, SMITH	I	MEMBER	A
THOMPSON, MARK, SMITH	I	MEMBER	A
THOMPSON, MARK, SMITH	I	MEMBER	A
THOMPSON, MARK, SMITH	I	MEMBER	A
THOMPSON, MARK, SMITH	I	MEMBER	A

Registrations

Federal

May 13, 2025 REGISTERED

Notice Filings (1)

Address

1280 MASSACHUSETTS AVE
STE 4
CAMBRIDGE, MA 02138
United States

Phone: 617-876-4800